Valmark Advisers, Inc. Ishares Expanded Tech Sector E Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Valmark Advisers, Inc. holds 5,058 shares of IGM stock, worth $519,254. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,058

Previous 5,067 0.18%

Holding current value

$519,254

Previous $517,000 11.41%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$90.67 - $108.46 $816 - $976	-9 Reduced 0.18%	5,058 $458,000
Q4 2024 Jan 30, 2025	BUY	$94.19 - $106.95 $28,351 - $32,191	301 Added 6.32%	5,067 $517,000
Q3 2024 Oct 25, 2024	BUY	$84.03 - $98.62 $31,007 - $36,390	369 Added 8.39%	4,766 $457,000
Q2 2024 Jul 31, 2024	BUY	$80.02 - $95.38 $28,887 - $34,432	361 Added 8.94%	4,397 $414,000
Q1 2024 May 03, 2024	BUY	$84.27 - $516.87 $283,231 - $1.74 Million	3,361 Added 497.93%	4,036 $347,000
Q3 2023 Nov 07, 2023	SELL	$376.08 - $412.97 $1,504 - $1,651	-4 Reduced 0.59%	675 $257,000
Q2 2023 Aug 02, 2023	SELL	$325.63 - $395.58 $5,861 - $7,120	-18 Reduced 2.58%	679 $266,000
Q1 2023 May 01, 2023	BUY	$275.98 - $339.32 $192,358 - $236,506	697 New	697 $236,000
Q2 2022 Aug 01, 2022	SELL	$47.75 - $66.17 $4,536 - $6,286	-95 Reduced 12.01%	696 $205,000
Q1 2022 May 10, 2022	BUY	$57.01 - $73.7 $570 - $737	10 Added 1.28%	791 $307,000
Q4 2021 Feb 02, 2022	SELL	$66.29 - $75.08 $198 - $225	-3 Reduced 0.38%	781 $343,000
Q3 2021 Nov 09, 2021	SELL	$66.83 - $71.86 $200 - $215	-3 Reduced 0.38%	784 $316,000
Q2 2021 Aug 06, 2021	BUY	$59.44 - $67.61 $2,793 - $3,177	47 Added 6.35%	787 $318,000
Q1 2021 May 04, 2021	SELL	$56.89 - $63.23 $133,691 - $148,590	-2,350 Reduced 76.05%	740 $267,000
Q4 2020 Feb 03, 2021	SELL	$50.13 - $58.36 $312,961 - $364,341	-6,243 Reduced 66.89%	3,090 $1.08 Million
Q3 2020 Nov 09, 2020	BUY	$47.19 - $56.32 $23,830 - $28,441	505 Added 5.72%	9,333 $2.88 Million
Q2 2020 Jul 31, 2020	SELL	$33.65 - $46.92 $113,837 - $158,730	-3,383 Reduced 27.7%	8,828 $2.46 Million
Q1 2020 May 01, 2020	BUY	$31.48 - $45.08 $384,402 - $550,471	12,211 New	12,211 $2.59 Million

Others Institutions Holding IGM

# of Institutions

469

Shares Held

28.2M

Call Options Held

49.7K

Put Options Held

15.7K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

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Valmark Advisers, Inc. Ishares Expanded Tech Sector E Transaction History