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

Valmark Advisers, Inc.

$7.08 Billion
Q2 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 2,608 shares of IMCG stock, worth $211,169. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,608

Holding current value

$211,169

% of portfolio

0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

397

Shares Held

22.2M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

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