Valeo Financial Advisors LLC Acquires 4,756 Shares of iShares Trust (IEFA)

Valeo Financial Advisors LLC lifted its holdings in shares of iShares Trust (BATS:IEFA) by 71.0% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 11,458 shares of the company’s stock after buying 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 reporting period.

Other large investors have also made changes to their positions in the company. SigFig Wealth Management LLC grew its position in shares of iShares Trust by 15.7% during the 4th quarter. SigFig Wealth Management LLC now owns 197,325 shares of the company’s stock valued at $13,041,000 after buying an additional 26,737 shares during the last quarter. Pure Financial Advisors Inc. boosted its stake in iShares Trust by 4.7% during the 4th quarter. Pure Financial Advisors Inc. now owns 54,786 shares of the company’s stock valued at $3,621,000 after purchasing an additional 2,467 shares during the period. Cantor Fitzgerald Investment Adviser L.P. boosted its stake in iShares Trust by 3.4% during the 4th quarter. Cantor Fitzgerald Investment Adviser L.P. now owns 134,465 shares of the company’s stock valued at $8,887,000 after purchasing an additional 4,407 shares during the period. Coldstream Capital Management Inc. boosted its stake in iShares Trust by 1,727.3% during the 3rd quarter. Coldstream Capital Management Inc. now owns 173,279 shares of the company’s stock valued at $11,120,000 after purchasing an additional 163,796 shares during the period. Finally, Oakworth Capital Inc. boosted its stake in iShares Trust by 10.6% during the 4th quarter. Oakworth Capital Inc. now owns 861,173 shares of the company’s stock valued at $56,691,000 after purchasing an additional 82,815 shares during the period.

iShares Trust (BATS:IEFA) opened at $67.21 on Tuesday. iShares Trust has a one year low of $55.96 and a one year high of $70.84.

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

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