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
976Shares Held
222MCall Options Held
18.3MPut Options Held
15.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.5MShares$1.82 Billion0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY15MShares$1.39 Billion0.13% of portfolio
-
Envestnet Asset Management Inc12.3MShares$1.15 Billion0.44% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.2MShares$953 Million0.27% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.56MShares$889 Million0.63% of portfolio