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 8,237 shares of IVLU stock, worth $227,753. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,237
Previous 8,237 -0.0%
Holding current value
$227,753
Previous $226,000 7.52%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR EDGE MSCI INTL VALU


  • Ticker IVLU
  • Sector ETFs
  • Industry ETFs
More about IVLU
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.