Valeo Financial Advisors LLC Has $757,000 Holdings in iShares Trust (IEFA)

Valeo Financial Advisors LLC raised its position in shares of iShares Trust (BATS:IEFA) by 71.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 11,458 shares of the company’s stock after purchasing an additional 4,756 shares during the period. Valeo Financial Advisors LLC’s holdings in iShares Trust were worth $757,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. San Francisco Sentry Investment Group CA lifted its stake in shares of iShares Trust by 84.4% in the 4th quarter. San Francisco Sentry Investment Group CA now owns 1,693 shares of the company’s stock worth $112,000 after acquiring an additional 775 shares during the period. Independence Bank of Kentucky acquired a new stake in shares of iShares Trust in the 4th quarter worth approximately $149,000. UBS Asset Management Americas Inc. lifted its stake in shares of iShares Trust by 423.9% in the 4th quarter. UBS Asset Management Americas Inc. now owns 2,415 shares of the company’s stock worth $160,000 after acquiring an additional 1,954 shares during the period. Aua Capital Management LLC acquired a new stake in shares of iShares Trust in the 4th quarter worth approximately $165,000. Finally, Tower Research Capital LLC TRC acquired a new stake in shares of iShares Trust in the 4th quarter worth approximately $168,000.

Shares of iShares Trust (BATS:IEFA) opened at $67.21 on Tuesday. iShares Trust has a fifty-two week low of $55.96 and a fifty-two week high of $70.84.

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Institutional Ownership by Quarter for iShares Trust (BATS:IEFA)

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