Valmark Advisers, Inc. Ishares Russell2000 Val ETF Transaction History

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Valmark Advisers, Inc. holds 1,497 shares of IWN stock, worth $250,702. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,497
Previous 1,486 0.74%
Holding current value
$250,702
Previous $247,000 0.81%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$162.69 - $181.35 $1,789 - $1,994
11 Added 0.74%
1,497 $245,000
Q3 2024

Oct 25, 2024
BUY
$150.05 - $171.34 $1,800 - $2,056
12 Added 0.81%
1,486 $247,000
Q2 2024

Jul 31, 2024
BUY
$146.03 - $158.93 $1,460 - $1,589
10 Added 0.68%
1,474 $224,000
Q1 2024

May 03, 2024
BUY
$145.61 - $158.81 $213,173 - $232,497
1,464 New
1,464 $232,000

Others Institutions Holding IWN

# of Institutions
1,076
Shares Held
59.3M
Call Options Held
707K
Put Options Held
207K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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.

Choose your preferred platform and Sign Up 👇 Telegram Email