Valmark Advisers, Inc. Ishares Russell 3000 ETF Transaction History

Valmark Advisers, Inc.

  • $6.54 Billion
  • Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Valmark Advisers, Inc. holds 2,442 shares of IWV stock, worth $817,776. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,442
Previous 2,451 0.37%
Holding current value
$817,776
Previous $819,000 5.37%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$313.1 - $349.83 $2,817 - $3,148
-9 Reduced 0.37%
2,442 $775,000
Q4 2024

Jan 30, 2025
SELL
$323.08 - $349.08 $49,108 - $53,060
-152 Reduced 5.84%
2,451 $819,000
Q3 2024

Oct 25, 2024
SELL
$294.75 - $326.73 $58,655 - $65,019
-199 Reduced 7.1%
2,603 $850,000
Q1 2024

May 03, 2024
SELL
$268.36 - $300.08 $8,855 - $9,902
-33 Reduced 1.16%
2,802 $840,000
Q4 2023

Feb 02, 2024
BUY
$234.36 - $274.87 $8,905 - $10,445
38 Added 1.36%
2,835 $776,000
Q3 2023

Nov 07, 2023
SELL
$243.9 - $263.56 $11,951 - $12,914
-49 Reduced 1.72%
2,797 $685,000
Q3 2022

Nov 02, 2022
BUY
$207.04 - $249.4 $50,931 - $61,352
246 Added 9.46%
2,846 $589,000
Q2 2022

Aug 01, 2022
SELL
$210.65 - $265.31 $87,419 - $110,103
-415 Reduced 13.76%
2,600 $565,000
Q1 2022

May 10, 2022
BUY
$242.02 - $279.09 $310,753 - $358,351
1,284 Added 74.18%
3,015 $791,000
Q4 2021

Feb 02, 2022
BUY
$254.66 - $279.11 $440,816 - $483,139
1,731 New
1,731 $480,000

Others Institutions Holding IWV

# of Institutions
902
Shares Held
26.5M
Call Options Held
16.1K
Put Options Held
8.2K
View Full List

About ISHARES RUSSELL 3000 ETF

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