Valmark Advisers, Inc. Ishares Trust Ishares 1 5 Year Transaction History

Valmark Advisers, Inc.

$6.34 Billion
Q3 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Valmark Advisers, Inc. holds 6,093 shares of IGSB stock, worth $315,739. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,093

Holding current value

$315,739

% of portfolio

0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$51.02 - $52.74 $310,864 - $321,344	6,093 New	6,093 $320,000
Q1 2022 May 10, 2022	SELL	$51.49 - $53.86 $355,847 - $372,226	-6,911 Closed	0 $0
Q4 2021 Feb 02, 2022	SELL	$53.82 - $54.66 $46,500 - $47,226	-864 Reduced 11.11%	6,911 $372,000
Q3 2021 Nov 09, 2021	SELL	$54.6 - $54.92 $89,598 - $90,123	-1,641 Reduced 17.43%	7,775 $425,000
Q2 2021 Aug 06, 2021	SELL	$54.57 - $54.92 $27,994 - $28,173	-513 Reduced 5.17%	9,416 $516,000
Q1 2021 May 04, 2021	SELL	$54.5 - $55.17 $349,672 - $353,970	-6,416 Reduced 39.25%	9,929 $543,000
Q4 2020 Feb 03, 2021	SELL	$54.79 - $55.17 $86,075 - $86,672	-1,571 Reduced 8.77%	16,345 $902,000
Q3 2020 Nov 09, 2020	BUY	$54.69 - $55.09 $543,235 - $547,208	9,933 Added 124.43%	17,916 $984,000
Q2 2020 Jul 31, 2020	BUY	$51.96 - $54.73 $136,914 - $144,213	2,635 Added 49.27%	7,983 $437,000
Q1 2020 May 01, 2020	SELL	$47.21 - $54.5 $4,673 - $5,395	-99 Reduced 1.82%	5,348 $280,000
Q4 2019 Jan 31, 2020	BUY	$53.49 - $53.82 $24,070 - $24,219	450 Added 9.01%	5,447 $292,000
Q3 2019 Nov 06, 2019	BUY	$53.16 - $53.82 $265,640 - $268,938	4,997 New	4,997 $268,000

Others Institutions Holding IGSB

# of Institutions

974

Shares Held

315M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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Valmark Advisers, Inc. Ishares Trust Ishares 1 5 Year Transaction History