Valmark Advisers, Inc. Ishares Russell Mid Cap Growth Transaction History

Valmark Advisers, Inc.

  • $5.84 Billion
  • Q2 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Valmark Advisers, Inc. holds 7,078 shares of IWP stock, worth $829,824. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,078
Previous 7,076 0.03%
Holding current value
$829,824
Previous $807,000 3.22%
% of portfolio
0.01%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$105.7 - $113.43 $211 - $226
2 Added 0.03%
7,078 $781,000
Q1 2024

May 03, 2024
SELL
$100.66 - $114.14 $12,280 - $13,925
-122 Reduced 1.69%
7,076 $807,000
Q4 2023

Feb 02, 2024
SELL
$85.66 - $105.12 $33,407 - $40,996
-390 Reduced 5.14%
7,198 $751,000
Q3 2023

Nov 07, 2023
SELL
$89.97 - $100.32 $35,898 - $40,027
-399 Reduced 5.0%
7,588 $693,000
Q2 2023

Aug 02, 2023
BUY
$87.72 - $96.63 $29,912 - $32,950
341 Added 4.46%
7,987 $771,000
Q1 2023

May 01, 2023
BUY
$82.89 - $94.68 $50,065 - $57,186
604 Added 8.58%
7,646 $696,000
Q4 2022

Feb 06, 2023
SELL
$77.4 - $89.88 $20,588 - $23,908
-266 Reduced 3.64%
7,042 $588,000
Q3 2022

Nov 02, 2022
BUY
$78.02 - $94.38 $1,170 - $1,415
15 Added 0.21%
7,308 $573,000
Q2 2022

Aug 01, 2022
BUY
$75.41 - $102.47 $220,348 - $299,417
2,922 Added 66.85%
7,293 $578,000
Q1 2022

May 10, 2022
BUY
$89.52 - $114.03 $24,976 - $31,814
279 Added 6.82%
4,371 $439,000
Q4 2021

Feb 02, 2022
SELL
$109.8 - $123.28 $1,866 - $2,095
-17 Reduced 0.41%
4,092 $471,000
Q3 2021

Nov 09, 2021
SELL
$109.39 - $119.47 $3,281 - $3,584
-30 Reduced 0.72%
4,109 $460,000
Q2 2021

Aug 06, 2021
BUY
$99.98 - $113.73 $59,588 - $67,783
596 Added 16.82%
4,139 $469,000
Q1 2021

May 04, 2021
SELL
$96.94 - $112.05 $89,475 - $103,422
-923 Reduced 20.67%
3,543 $362,000
Q4 2020

Feb 03, 2021
BUY
$86.54 - $104.78 $208,994 - $253,043
2,415 Added 117.75%
4,466 $458,000
Q2 2020

Jul 31, 2020
BUY
$57.59 - $81.27 $19,580 - $27,631
340 Added 19.87%
2,051 $324,000
Q1 2020

May 01, 2020
BUY
$52.32 - $81.58 $1,517 - $2,365
29 Added 1.72%
1,711 $208,000
Q3 2019

Nov 06, 2019
SELL
$70.16 - $72.24 $6,033 - $6,212
-86 Reduced 4.86%
1,682 $238,000
Q2 2019

Aug 07, 2019
BUY
N/A
32 Added 1.84%
1,768 $252,000
Q1 2019

May 10, 2019
BUY
N/A
1,736 New
1,736 $236,000
Q4 2018

Feb 07, 2019
SELL
N/A
-1,736 Closed
0 $0
Q4 2017

Feb 09, 2018
BUY
N/A
1,736
1,736 $209,000

Others Institutions Holding IWP

# of Institutions
1,071
Shares Held
104M
Call Options Held
63.5K
Put Options Held
1.4K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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