A detailed history of Valmark Advisers, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Valmark Advisers, Inc. holds 46,687 shares of IUSV stock, worth $4.34 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
46,687
Previous 49,455 5.6%
Holding current value
$4.34 Million
Previous $4.36 Million 2.29%
% of portfolio
0.07%
Previous 0.07%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$87.56 - $95.49 $242,366 - $264,316
-2,768 Reduced 5.6%
46,687 $4.46 Million
Q2 2024

Jul 31, 2024

BUY
$85.39 - $90.42 $1.8 Million - $1.91 Million
21,100 Added 74.41%
49,455 $4.36 Million
Q1 2024

May 03, 2024

BUY
$82.87 - $90.44 $182,562 - $199,239
2,203 Added 8.42%
28,355 $2.56 Million
Q4 2023

Feb 02, 2024

BUY
$71.48 - $84.61 $2,787 - $3,299
39 Added 0.15%
26,152 $2.21 Million
Q3 2023

Nov 07, 2023

BUY
$74.38 - $81.04 $13,165 - $14,344
177 Added 0.68%
26,113 $1.95 Million
Q2 2023

Aug 02, 2023

BUY
$72.65 - $78.26 $62,188 - $66,990
856 Added 3.41%
25,936 $2.03 Million
Q1 2023

May 01, 2023

BUY
$70.21 - $77.86 $28,926 - $32,078
412 Added 1.67%
25,080 $1.85 Million
Q4 2022

Feb 06, 2023

BUY
$63.23 - $73.93 $42,869 - $50,124
678 Added 2.83%
24,668 $1.74 Million
Q3 2022

Nov 02, 2022

SELL
$62.61 - $73.64 $100,050 - $117,676
-1,598 Reduced 6.25%
23,990 $1.5 Million
Q2 2022

Aug 01, 2022

SELL
$64.88 - $77.18 $537,984 - $639,976
-8,292 Reduced 24.47%
25,588 $1.71 Million
Q1 2022

May 10, 2022

BUY
$71.81 - $77.49 $486,871 - $525,382
6,780 Added 25.02%
33,880 $2.57 Million
Q4 2021

Feb 02, 2022

SELL
$71.13 - $76.45 $225,624 - $242,499
-3,172 Reduced 10.48%
27,100 $2.07 Million
Q3 2021

Nov 09, 2021

BUY
$69.93 - $74.13 $89,580 - $94,960
1,281 Added 4.42%
30,272 $2.15 Million
Q2 2021

Aug 06, 2021

BUY
$69.41 - $73.87 $126,881 - $135,034
1,828 Added 6.73%
28,991 $2.09 Million
Q1 2021

May 04, 2021

BUY
$61.28 - $69.6 $1.07 Million - $1.21 Million
17,391 Added 177.97%
27,163 $1.87 Million
Q4 2020

Feb 03, 2021

BUY
$53.17 - $62.19 $519,577 - $607,720
9,772 New
9,772 $608,000
Q3 2020

Nov 09, 2020

SELL
$51.46 - $57.08 $243,457 - $270,045
-4,731 Closed
0 $0
Q2 2020

Jul 31, 2020

BUY
$44.04 - $57.88 $208,353 - $273,830
4,731 New
4,731 $247,000

Others Institutions Holding IUSV

About ISHARES CORE S&P U.S. VALUE ET


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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