Valmark Advisers, Inc. Ishares Core Total Usd Bond Ma Transaction History

Valmark Advisers, Inc.

$6.34 Billion
Q3 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Valmark Advisers, Inc. holds 20,200 shares of IUSB stock, worth $919,504. This represents 0.02% of its overall portfolio holdings.

Number of Shares

20,200

Previous 34,164 40.87%

Holding current value

$919,504

Previous $1.54 Million 38.41%

% of portfolio

0.02%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$44.83 - $47.42 $626,006 - $662,172	-13,964 Reduced 40.87%	20,200 $951,000
Q2 2024 Jul 31, 2024	BUY	$44.3 - $45.58 $1.26 Million - $1.3 Million	28,534 Added 506.82%	34,164 $1.54 Million
Q1 2024 May 03, 2024	SELL	$45.02 - $46.27 $9,544 - $9,809	-212 Reduced 3.63%	5,630 $256,000
Q4 2023 Feb 02, 2024	SELL	$42.6 - $46.25 $2,343 - $2,543	-55 Reduced 0.93%	5,842 $269,000
Q3 2023 Nov 07, 2023	SELL	$43.62 - $45.64 $12,824 - $13,418	-294 Reduced 4.75%	5,897 $257,000
Q2 2023 Aug 02, 2023	SELL	$45.12 - $46.45 $20,258 - $20,856	-449 Reduced 6.76%	6,191 $281,000
Q1 2023 May 01, 2023	BUY	$44.68 - $46.69 $45,126 - $47,156	1,010 Added 17.94%	6,640 $306,000
Q4 2022 Feb 06, 2023	SELL	$43.31 - $46.11 $736 - $783	-17 Reduced 0.3%	5,630 $252,000
Q3 2022 Nov 02, 2022	BUY	$44.1 - $48.01 $249,032 - $271,112	5,647 New	5,647 $251,000

Others Institutions Holding IUSB

# of Institutions

705

Shares Held

699M

Call Options Held

Put Options Held

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About ISHARES CORE TOTAL USD BOND MA

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Valmark Advisers, Inc. Ishares Core Total Usd Bond Ma Transaction History