Valmark Advisers, Inc. Ishares Tr U S Utils ETF Transaction History

Valmark Advisers, Inc.

$7.6 Billion
Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Valmark Advisers, Inc. holds 2,252 shares of IDU stock, worth $251,548. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,252

Previous 1,953 15.31%

Holding current value

$251,548

Previous $204,000 22.06%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$103.7 - $111.17 $31,006 - $33,239	299 Added 15.31%	2,252 $249,000
Q2 2025 Jul 23, 2025	BUY	$93.98 - $106.11 $183,542 - $207,232	1,953 New	1,953 $204,000
Q4 2024 Jan 30, 2025	BUY	$94.65 - $105.73 $1,041 - $1,163	11 Added 0.47%	2,374 $228,000
Q3 2024 Oct 25, 2024	BUY	$87.2 - $102.21 $872 - $1,022	10 Added 0.42%	2,363 $241,000
Q2 2024 Jul 31, 2024	BUY	$80.91 - $92.63 $190,381 - $217,958	2,353 New	2,353 $206,000
Q3 2022 Nov 02, 2022	BUY	$81.13 - $95.89 $1.23 Million - $1.45 Million	15,160 Added 105.51%	29,528 $2.4 Million
Q2 2022 Aug 01, 2022	BUY	$78.85 - $93.89 $622,441 - $741,167	7,894 Added 121.93%	14,368 $1.23 Million
Q1 2022 May 10, 2022	BUY	$79.56 - $91.11 $515,071 - $589,846	6,474 New	6,474 $589,000

Others Institutions Holding IDU

# of Institutions

314

Shares Held

8.04M

Call Options Held

Put Options Held

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About ISHARES TR U S UTILS ETF

Ticker IDU
Sector ETFs
Industry ETFs

More about IDU

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Valmark Advisers, Inc. Ishares Tr U S Utils ETF Transaction History