A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Valmark Advisers, Inc. holds 9,494 shares of AOA stock, worth $731,038. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,494
Previous 9,331 1.75%
Holding current value
$731,038
Previous $697,000 7.46%
% of portfolio
0.01%
Previous 0.01%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$72.11 - $79.05 $11,753 - $12,885
163 Added 1.75%
9,494 $749,000
Q2 2024

Jul 31, 2024

BUY
$70.02 - $75.08 $8,052 - $8,634
115 Added 1.25%
9,331 $697,000
Q1 2024

May 03, 2024

BUY
$67.75 - $73.5 $44,715 - $48,510
660 Added 7.71%
9,216 $677,000
Q4 2023

Feb 02, 2024

BUY
$60.96 - $69.28 $914 - $1,039
15 Added 0.18%
8,556 $590,000
Q3 2023

Nov 07, 2023

BUY
$63.24 - $67.72 $15,620 - $16,726
247 Added 2.98%
8,541 $542,000
Q2 2023

Aug 02, 2023

BUY
$63.04 - $66.51 $2,206 - $2,327
35 Added 0.42%
8,294 $550,000
Q1 2023

May 01, 2023

BUY
$59.87 - $64.81 $32,090 - $34,738
536 Added 6.94%
8,259 $525,000
Q4 2022

Feb 06, 2023

BUY
$55.07 - $62.69 $1,376 - $1,567
25 Added 0.32%
7,723 $461,000
Q3 2022

Nov 02, 2022

BUY
$55.45 - $64.54 $13,418 - $15,618
242 Added 3.25%
7,698 $427,000
Q2 2022

Aug 01, 2022

SELL
$58.69 - $69.52 $4,460 - $5,283
-76 Reduced 1.01%
7,456 $447,000
Q1 2022

May 10, 2022

SELL
$65.0 - $73.15 $62,660 - $70,516
-964 Reduced 11.35%
7,532 $519,000
Q4 2021

Feb 02, 2022

BUY
$69.49 - $73.61 $70,184 - $74,346
1,010 Added 13.49%
8,496 $619,000
Q3 2021

Nov 09, 2021

BUY
$69.28 - $72.77 $14,895 - $15,645
215 Added 2.96%
7,486 $523,000
Q2 2021

Aug 06, 2021

SELL
$67.52 - $70.92 $15,799 - $16,595
-234 Reduced 3.12%
7,271 $514,000
Q1 2021

May 04, 2021

SELL
$63.86 - $67.38 $40,423 - $42,651
-633 Reduced 7.78%
7,505 $502,000
Q3 2020

Nov 09, 2020

BUY
$55.0 - $60.45 $5,500 - $6,045
100 Added 1.24%
8,138 $472,000
Q2 2020

Jul 31, 2020

SELL
$46.01 - $56.68 $73,385 - $90,404
-1,595 Reduced 16.56%
8,038 $441,000
Q1 2020

May 01, 2020

SELL
$42.55 - $59.41 $8,935 - $12,476
-210 Reduced 2.13%
9,633 $457,000
Q4 2019

Jan 31, 2020

SELL
$53.52 - $58.4 $10,168 - $11,096
-190 Reduced 1.89%
9,843 $571,000
Q2 2019

Aug 07, 2019

SELL
$52.38 - $55.24 $20,952 - $22,096
-400 Reduced 3.83%
10,033 $553,000
Q1 2019

May 10, 2019

SELL
$47.96 - $53.89 $67,096 - $75,392
-1,399 Reduced 11.82%
10,433 $558,000
Q4 2018

Feb 07, 2019

BUY
$47.04 - $54.74 $17,216 - $20,034
366 Added 3.19%
11,832 $574,000
Q3 2018

Nov 02, 2018

SELL
$52.65 - $55.0 $59,494 - $62,150
-1,130 Reduced 8.97%
11,466 $626,000
Q2 2018

Aug 07, 2018

SELL
$52.7 - $54.7 $221,656 - $230,068
-4,206 Reduced 25.03%
12,596 $673,000
Q1 2018

May 07, 2018

BUY
$52.32 - $56.92 $18,730 - $20,377
358 Added 2.18%
16,802 $899,000
Q4 2017

Feb 09, 2018

BUY
$53.61 - $55.82 $881,562 - $917,904
16,444
16,444 $886,000

Others Institutions Holding AOA

About ISHARES TR CORE AGGRESSIVE ALL


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