Valley Financial Management, Inc. Ishares Barclays Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Valley Financial Management, Inc. holds 30,094 shares of IEF stock, worth $2.82 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
30,094
Previous 16,068
87.29%
Holding current value
$2.82 Million
Previous $1.59 Billion
82.53%
% of portfolio
1.5%
Previous 0.98%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,052Shares Held
280MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.9 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.6 Billion0.22% of portfolio
-
Morgan Stanley New York, NY14.1MShares$1.32 Billion0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.23 Billion0.34% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.19 Billion0.41% of portfolio