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 22,210 shares of IDV stock, worth $810,220. This represents 0.01% of its overall portfolio holdings.

Number of Shares

22,210

Previous 22,197 0.06%

Holding current value

$810,220

Previous $766,000 5.87%

% of portfolio

0.01%

Previous 0.01%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$34.54 - $37.28 $449 - $484	13 Added 0.06%	22,210 $811,000
Q2 2025 Jul 23, 2025	SELL	$27.79 - $34.84 $126,750 - $158,905	-4,561 Reduced 17.05%	22,197 $766,000
Q1 2025 Apr 22, 2025	SELL	$27.0 - $31.7 $6,831 - $8,020	-253 Reduced 0.94%	26,758 $830,000
Q4 2024 Jan 30, 2025	BUY	$27.03 - $29.92 $4,568 - $5,056	169 Added 0.63%	27,011 $739,000
Q3 2024 Oct 25, 2024	SELL	$27.62 - $30.64 $5,275 - $5,852	-191 Reduced 0.71%	26,842 $811,000
Q2 2024 Jul 31, 2024	BUY	$26.94 - $30.1 $1,023 - $1,143	38 Added 0.14%	27,033 $748,000
Q1 2024 May 03, 2024	BUY	$26.95 - $28.13 $53,010 - $55,331	1,967 Added 7.86%	26,995 $756,000
Q4 2023 Feb 02, 2024	SELL	$24.46 - $28.13 $953 - $1,097	-39 Reduced 0.16%	25,028 $700,000
Q3 2023 Nov 07, 2023	BUY	$25.3 - $27.59 $8,349 - $9,104	330 Added 1.33%	25,067 $636,000
Q2 2023 Aug 02, 2023	SELL	$25.86 - $28.52 $2,999 - $3,308	-116 Reduced 0.47%	24,737 $651,000
Q1 2023 May 01, 2023	BUY	$26.54 - $29.5 $716 - $796	27 Added 0.11%	24,853 $683,000
Q4 2022 Feb 06, 2023	BUY	$22.26 - $27.56 $128,974 - $159,682	5,794 Added 30.44%	24,826 $674,000
Q2 2022 Aug 01, 2022	BUY	$26.84 - $32.0 $885 - $1,056	33 Added 0.17%	19,032 $517,000
Q1 2022 May 10, 2022	SELL	$29.99 - $33.33 $24,861 - $27,630	-829 Reduced 4.18%	18,999 $603,000
Q4 2021 Feb 02, 2022	BUY	$29.77 - $31.71 $18,457 - $19,660	620 Added 3.23%	19,828 $618,000
Q3 2021 Nov 09, 2021	SELL	$30.42 - $32.96 $6,540 - $7,086	-215 Reduced 1.11%	19,208 $584,000
Q2 2021 Aug 06, 2021	SELL	$31.67 - $34.02 $14,948 - $16,057	-472 Reduced 2.37%	19,423 $629,000
Q1 2021 May 04, 2021	BUY	$29.53 - $32.13 $590 - $642	20 Added 0.1%	19,895 $626,000
Q4 2020 Feb 03, 2021	BUY	$24.08 - $29.73 $11,486 - $14,181	477 Added 2.46%	19,875 $586,000
Q3 2020 Nov 09, 2020	SELL	$24.68 - $26.95 $49,828 - $54,412	-2,019 Reduced 9.43%	19,398 $484,000
Q2 2020 Jul 31, 2020	SELL	$21.21 - $27.95 $31,284 - $41,226	-1,475 Reduced 6.44%	21,417 $538,000
Q1 2020 May 01, 2020	SELL	$19.58 - $34.05 $26,432 - $45,967	-1,350 Reduced 5.57%	22,892 $517,000
Q4 2019 Jan 31, 2020	SELL	$29.79 - $33.61 $236,979 - $267,367	-7,955 Reduced 24.71%	24,242 $814,000
Q3 2019 Nov 06, 2019	SELL	$30.41 - $31.26 $2.99 Million - $3.08 Million	-98,422 Reduced 75.35%	32,197 $990,000
Q2 2019 Aug 07, 2019	BUY	N/A	3,434 Added 2.7%	130,619 $4.01 Million
Q1 2019 May 10, 2019	BUY	N/A	9,702 Added 8.26%	127,185 $3.93 Million
Q4 2018 Feb 07, 2019	BUY	N/A	1,107 Added 0.95%	117,483 $3.37 Million
Q3 2018 Nov 02, 2018	BUY	N/A	1,703 Added 1.49%	116,376 $3.8 Million
Q2 2018 Aug 07, 2018	BUY	N/A	8,368 Added 7.87%	114,673 $3.68 Million
Q1 2018 May 07, 2018	BUY	N/A	10,472 Added 10.93%	106,305 $3.51 Million
Q4 2017 Feb 09, 2018	BUY	N/A	17,288 Added 22.01%	95,833 $3.24 Million
Q3 2017 Nov 06, 2017	BUY	N/A	78,545	78,545 $2.65 Million

Others Institutions Holding IDV

# of Institutions

574

Shares Held

97.9M

Call Options Held

23.6K

Put Options Held

67.9K

View Full List

About ISHARES TR

Ticker IDV
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Valmark Advisers, Inc. Ishares Tr Transaction History