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Ishares Tr shares owned by Valeo Financial Advisors

Quarter-by-quarter ownership of Ishares Tr (XJR) shares owned by Valeo Financial Advisors from 13F filings

Historical chart of Valeo Financial Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $283k 6.8k 41.81

More positions owned by Valeo Financial Advisors

Spdr S&p 500 Etf Etf (SPY)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Apple Stock (AAPL)
Prologis Share Beneficial Int Reit (PLD)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Ishares S&p 500 Index Etf (IVV)
Eli Lilly & Co Stock (LLY)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Microsoft Stock (MSFT)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Nvidia Corp Stock (NVDA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Valeo Financial Advisors

Top funds holding Ishares Tr

Bailard
Franklin Resources
Merriman Wealth Management
Balanced Rock Investment Advisors
Cambridge Investment Research Advisors
Better Money Decisions
LPL Financial
JNBA Financial Advisors
Cetera Investment Advisers
Honkamp Krueger Financial Services
Atlantic Private Wealth
Biltmore Family Office
Mariner Wealth Advisors
Pamela Horwath
Mml Investors Services

View all funds holding Ishares Tr