Valmark Advisers, Inc. Ishares Barclays 3 7 Yr Treas Transaction History

Valmark Advisers, Inc.

  • $6.54 Billion
  • Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Valmark Advisers, Inc. holds 6,037 shares of IEI stock, worth $713,513. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,037
Previous 5,247 15.06%
Holding current value
$713,513
Previous $606,000 17.66%
% of portfolio
0.01%
Previous 0.01%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$114.57 - $118.14 $90,510 - $93,330
790 Added 15.06%
6,037 $713,000
Q4 2024

Jan 30, 2025
BUY
$115.08 - $119.55 $197,247 - $204,908
1,714 Added 48.51%
5,247 $606,000
Q3 2024

Oct 25, 2024
SELL
$114.73 - $120.23 $45,777 - $47,971
-399 Reduced 10.15%
3,533 $422,000
Q2 2024

Jul 31, 2024
SELL
$113.43 - $115.88 $39,360 - $40,210
-347 Reduced 8.11%
3,932 $454,000
Q1 2024

May 03, 2024
BUY
$114.97 - $117.54 $79,214 - $80,985
689 Added 19.19%
4,279 $495,000
Q4 2023

Feb 02, 2024
BUY
$111.61 - $117.37 $9,933 - $10,445
89 Added 2.54%
3,590 $420,000
Q2 2023

Aug 02, 2023
SELL
$115.23 - $119.04 $157,865 - $163,084
-1,370 Reduced 28.13%
3,501 $403,000
Q1 2023

May 01, 2023
SELL
$113.55 - $118.41 $27,138 - $28,299
-239 Reduced 4.68%
4,871 $573,000
Q4 2022

Feb 06, 2023
BUY
$112.33 - $116.76 $103,905 - $108,003
925 Added 22.1%
5,110 $587,000
Q3 2022

Nov 02, 2022
SELL
$113.35 - $121.3 $76,397 - $81,756
-674 Reduced 13.87%
4,185 $478,000
Q2 2022

Aug 01, 2022
SELL
$116.23 - $121.42 $32,428 - $33,876
-279 Reduced 5.43%
4,859 $580,000
Q1 2022

May 10, 2022
SELL
$121.42 - $128.17 $11,899 - $12,560
-98 Reduced 1.87%
5,138 $627,000
Q4 2021

Feb 02, 2022
BUY
$128.19 - $130.42 $108,576 - $110,465
847 Added 19.3%
5,236 $674,000
Q3 2021

Nov 09, 2021
SELL
$129.96 - $131.96 $13,385 - $13,591
-103 Reduced 2.29%
4,389 $571,000
Q2 2021

Aug 06, 2021
SELL
$129.78 - $131.28 $86,822 - $87,826
-669 Reduced 12.96%
4,492 $586,000
Q1 2021

May 04, 2021
BUY
$129.89 - $133.02 $16,755 - $17,159
129 Added 2.56%
5,161 $670,000
Q4 2020

Feb 03, 2021
BUY
$132.44 - $133.52 $20,793 - $20,962
157 Added 3.22%
5,032 $669,000
Q3 2020

Nov 09, 2020
SELL
$133.35 - $134.1 $129,216 - $129,942
-969 Reduced 16.58%
4,875 $651,000
Q2 2020

Jul 31, 2020
BUY
$132.55 - $133.72 $56,333 - $56,831
425 Added 7.84%
5,844 $781,000
Q1 2020

May 01, 2020
BUY
$125.97 - $133.34 $34,011 - $36,001
270 Added 5.24%
5,419 $723,000
Q4 2019

Jan 31, 2020
SELL
$125.41 - $127.8 $74,744 - $76,168
-596 Reduced 10.37%
5,149 $647,000
Q3 2019

Nov 06, 2019
BUY
$125.52 - $127.0 $28,116 - $28,448
224 Added 4.06%
5,745 $728,000
Q2 2019

Aug 07, 2019
SELL
N/A
-412 Reduced 6.94%
5,521 $694,000
Q1 2019

May 10, 2019
SELL
N/A
-449 Reduced 7.04%
5,933 $731,000
Q4 2018

Feb 07, 2019
BUY
N/A
496 Added 8.43%
6,382 $775,000
Q3 2018

Nov 02, 2018
SELL
N/A
-718 Reduced 10.87%
5,886 $701,000
Q2 2018

Aug 07, 2018
SELL
N/A
-1,238,561 Reduced 99.47%
6,604 $792,000
Q1 2018

May 07, 2018
BUY
N/A
51,974 Added 4.36%
1,245,165 $150 Million
Q4 2017

Feb 09, 2018
BUY
N/A
41,612 Added 3.61%
1,193,191 $146 Million
Q3 2017

Nov 06, 2017
BUY
N/A
1,151,579
1,151,579 $142 Million

Others Institutions Holding IEI

# of Institutions
860
Shares Held
113M
Call Options Held
2.34M
Put Options Held
666K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

IEI Quotes by TradingView
  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
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