Valmark Advisers, Inc. Ishares Tr Dow Jones Us Medica Transaction History

Valmark Advisers, Inc.

$7.08 Billion
Q2 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Valmark Advisers, Inc. holds 5,055 shares of IHI stock, worth $306,484. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,055

Previous 4,627 9.25%

Holding current value

$306,484

Previous $278,000 13.67%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$54.27 - $63.01 $23,227 - $26,968	428 Added 9.25%	5,055 $316,000
Q1 2025 Apr 22, 2025	BUY	$58.32 - $65.09 $36,275 - $40,485	622 Added 15.53%	4,627 $278,000
Q4 2024 Jan 30, 2025	BUY	$57.38 - $61.11 $229,806 - $244,745	4,005 New	4,005 $233,000
Q4 2021 Feb 02, 2022	SELL	$61.58 - $66.32 $270,767 - $291,609	-4,397 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$60.41 - $67.15 $226,114 - $251,342	3,743 Added 572.32%	4,397 $276,000
Q2 2021 Aug 06, 2021	BUY	$55.06 - $60.62 $36,009 - $39,645	654 New	654 $236,000

Others Institutions Holding IHI

# of Institutions

629

Shares Held

33.5M

Call Options Held

284K

Put Options Held

143K

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About ISHARES TR DOW JONES US MEDICA

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Valmark Advisers, Inc. Ishares Tr Dow Jones Us Medica Transaction History