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 $2.8 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
30,094
Previous 16,068
87.29%
Holding current value
$2.8 Million
Previous $1.59 Billion
82.53%
% of portfolio
1.5%
Previous 0.98%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,071Shares Held
310MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa49.2MShares$4.58 Billion1.84% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.59 Billion0.22% of portfolio
-
Wealthfront Advisers LLC15.6MShares$1.46 Billion1.2% 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