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

Valmark Advisers, Inc.

$7.6 Billion
Q3 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 6,223 shares of IEI stock, worth $747,071. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,223

Previous 5,980 4.06%

Holding current value

$747,071

Previous $712,000 4.35%

% of portfolio

0.01%

Previous 0.01%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$117.65 - $120.08 $28,588 - $29,179	243 Added 4.06%	6,223 $743,000
Q2 2025 Jul 23, 2025	SELL	$116.93 - $119.39 $6,665 - $6,805	-57 Reduced 0.94%	5,980 $712,000
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

881

Shares Held

112M

Call Options Held

1.08M

Put Options Held

872K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

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