Valmark Advisers, Inc. Ishares Tr Edge Msci Intl Valu Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Valmark Advisers, Inc. holds 9,437 shares of IVLU stock, worth $290,565. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,437

Previous 8,237 14.57%

Holding current value

$290,565

Previous $243,000 4.94%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$26.65 - $29.34 $31,980 - $35,208	1,200 Added 14.57%	9,437 $255,000
Q2 2024 Jul 31, 2024	BUY	$27.14 - $29.24 $24,317 - $26,199	896 Added 12.21%	8,237 $226,000
Q1 2024 May 03, 2024	SELL	$25.93 - $28.27 $14,728 - $16,057	-568 Reduced 7.18%	7,341 $207,000
Q3 2023 Nov 07, 2023	SELL	$24.89 - $26.5 $35,020 - $37,285	-1,407 Reduced 15.1%	7,909 $200,000
Q1 2023 May 01, 2023	SELL	$23.32 - $25.31 $19,169 - $20,804	-822 Reduced 8.11%	9,316 $230,000
Q4 2022 Feb 06, 2023	BUY	$19.77 - $23.67 $200,428 - $239,966	10,138 New	10,138 $234,000

Others Institutions Holding IVLU

# of Institutions

290

Shares Held

57.5M

Call Options Held

Put Options Held

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About ISHARES TR EDGE MSCI INTL VALU

Ticker IVLU
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Valmark Advisers, Inc. Ishares Tr Edge Msci Intl Valu Transaction History