Valmark Advisers, Inc. Ishares Russell 3000 ETF Transaction History

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 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 1,539 shares of IWV stock, worth $582,403. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,539
Previous 2,432 36.72%
Holding current value
$582,403
Previous $853,000 31.65%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$351.04 - $379.81 $313,478 - $339,170
-893 Reduced 36.72%
1,539 $583,000
Q2 2025

Jul 23, 2025
SELL
$281.67 - $351.0 $2,816 - $3,510
-10 Reduced 0.41%
2,432 $853,000
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
935
Shares Held
28.1M
Call Options Held
20.7K
Put Options Held
7.2K
View Full List

About ISHARES RUSSELL 3000 ETF

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