Valmark Advisers, Inc. Ishares Russell 2000 Gwt ETF Transaction History

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Valmark Advisers, Inc. holds 1,386 shares of IWO stock, worth $454,427. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,386
Previous 1,386 -0.0%
Holding current value
$454,427
Previous $396,000 11.87%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$224.16 - $285.86 $73,524 - $93,762
328 Added 31.0%
1,386 $396,000
Q1 2025

Apr 22, 2025
BUY
$254.58 - $302.92 $42,005 - $49,981
165 Added 18.48%
1,058 $270,000
Q4 2024

Jan 30, 2025
BUY
$278.19 - $315.36 $38,112 - $43,204
137 Added 18.12%
893 $257,000
Q3 2024

Oct 25, 2024
BUY
$256.4 - $289.78 $193,838 - $219,073
756 New
756 $214,000

Others Institutions Holding IWO

# of Institutions
1,131
Shares Held
33.3M
Call Options Held
45.7K
Put Options Held
26.2K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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