Valmark Advisers, Inc. Ishare Morningstar Mid Cap Gro Transaction History

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Valmark Advisers, Inc. holds 3,335 shares of IMCG stock, worth $272,236. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,335
Previous 2,608 27.88%
Holding current value
$272,236
Previous $209,000 31.58%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$79.89 - $83.25 $58,080 - $60,522
727 Added 27.88%
3,335 $275,000
Q2 2025

Jul 23, 2025
BUY
$63.36 - $80.23 $165,242 - $209,239
2,608 New
2,608 $209,000
Q3 2024

Oct 25, 2024
BUY
$65.15 - $72.97 $366,599 - $410,602
5,627 New
5,627 $410,000
Q2 2022

Aug 01, 2022
SELL
$49.67 - $65.18 $614,666 - $806,602
-12,375 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$58.98 - $72.55 $729,877 - $897,806
12,375 New
12,375 $795,000
Q3 2021

Nov 09, 2021
SELL
$67.2 - $73.35 $1.19 Million - $1.3 Million
-17,687 Closed
0 $0
Q2 2021

Aug 06, 2021
BUY
$62.47 - $69.22 $906,627 - $1 Million
14,513 Added 457.25%
17,687 $1.22 Million
Q1 2021

May 04, 2021
BUY
$59.71 - $69.62 $144,796 - $168,828
2,425 Added 323.77%
3,174 $1.2 Million
Q4 2020

Feb 03, 2021
SELL
$53.63 - $65.01 $295,233 - $357,880
-5,505 Reduced 88.02%
749 $286,000
Q3 2020

Nov 09, 2020
BUY
$49.18 - $55.94 $1,180 - $1,342
24 Added 0.39%
6,254 $2 Million
Q2 2020

Jul 31, 2020
BUY
$34.76 - $49.01 $216,554 - $305,332
6,230 New
6,230 $1.83 Million

Others Institutions Holding IMCG

# of Institutions
407
Shares Held
23M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARE MORNINGSTAR MID CAP GRO

IMCG Quotes by TradingView
  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email