Valmark Advisers, Inc. Ishares S&P Midcap 400 Value E Transaction History

Valmark Advisers, Inc.

$7.6 Billion
Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Valmark Advisers, Inc. holds 12,102 shares of IJJ stock, worth $1.57 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,102

Previous 12,145 0.35%

Holding current value

$1.57 Million

Previous $1.5 Million 4.6%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$122.57 - $132.57 $5,270 - $5,700	-43 Reduced 0.35%	12,102 $1.57 Million
Q2 2025 Jul 23, 2025	SELL	$103.88 - $123.68 $9,660 - $11,502	-93 Reduced 0.76%	12,145 $1.5 Million
Q1 2025 Apr 22, 2025	SELL	$117.4 - $131.02 $35,807 - $39,961	-305 Reduced 2.43%	12,238 $1.47 Million
Q4 2024 Jan 30, 2025	SELL	$121.89 - $135.52 $1,218 - $1,355	-10 Reduced 0.08%	12,543 $1.57 Million
Q3 2024 Oct 25, 2024	SELL	$111.9 - $124.28 $59,978 - $66,614	-536 Reduced 4.1%	12,553 $1.55 Million
Q2 2024 Jul 31, 2024	SELL	$109.44 - $118.4 $1,094 - $1,184	-10 Reduced 0.08%	13,089 $1.49 Million
Q1 2024 May 03, 2024	SELL	$109.27 - $118.29 $5,463 - $5,914	-50 Reduced 0.38%	13,099 $1.55 Million
Q4 2023 Feb 02, 2024	BUY	$93.05 - $115.17 $25,495 - $31,556	274 Added 2.13%	13,149 $1.5 Million
Q3 2023 Nov 07, 2023	SELL	$99.46 - $111.92 $168,286 - $189,368	-1,692 Reduced 11.62%	12,875 $1.3 Million
Q2 2023 Aug 02, 2023	BUY	$97.74 - $107.13 $73,500 - $80,561	752 Added 5.44%	14,567 $1.56 Million
Q1 2023 May 01, 2023	BUY	$97.23 - $116.09 $271,660 - $324,355	2,794 Added 25.35%	13,815 $1.42 Million
Q4 2022 Feb 06, 2023	BUY	$91.7 - $106.74 $128,288 - $149,329	1,399 Added 14.54%	11,021 $1.11 Million
Q3 2022 Nov 02, 2022	BUY	$90.0 - $107.68 $95,310 - $114,033	1,059 Added 12.37%	9,622 $866,000
Q2 2022 Aug 01, 2022	BUY	$91.51 - $110.2 $337,763 - $406,748	3,691 Added 75.76%	8,563 $808,000
Q1 2022 May 10, 2022	BUY	$102.52 - $112.86 $166,389 - $183,171	1,623 Added 49.95%	4,872 $534,000
Q4 2021 Feb 02, 2022	BUY	$103.36 - $113.35 $335,816 - $368,274	3,249 New	3,249 $360,000

Others Institutions Holding IJJ

# of Institutions

907

Shares Held

42.5M

Call Options Held

184K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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Valmark Advisers, Inc. Ishares S&P Midcap 400 Value E Transaction History