Valmark Advisers, Inc. Ishares Tr Transaction History

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 76,521 shares of IBDV stock, worth $1.7 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
76,521
Previous 83,535 8.4%
Holding current value
$1.7 Million
Previous $1.84 Million 7.73%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$21.75 - $22.22 $152,554 - $155,851
-7,014 Reduced 8.4%
76,521 $1.69 Million
Q2 2025

Jul 23, 2025
BUY
$21.28 - $21.98 $370,974 - $383,177
17,433 Added 26.37%
83,535 $1.84 Million
Q1 2025

Apr 22, 2025
BUY
$21.11 - $21.73 $343,016 - $353,090
16,249 Added 32.59%
66,102 $1.44 Million
Q4 2024

Jan 30, 2025
BUY
$21.24 - $22.15 $1.06 Million - $1.1 Million
49,853 New
49,853 $1.06 Million

Others Institutions Holding IBDV

# of Institutions
274
Shares Held
77.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email