Valmark Advisers, Inc. Ishares Tr Russell 200 Growth Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Valmark Advisers, Inc. holds 103,499 shares of IWY stock, worth $24.7 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

103,499

Previous 93,108 11.16%

Holding current value

$24.7 Million

Previous $20.5 Million 18.85%

% of portfolio

0.38%

Previous 0.32%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$216.72 - $244.71 $2.25 Million - $2.54 Million	10,391 Added 11.16%	103,499 $24.4 Million
Q3 2024 Oct 25, 2024	SELL	$194.66 - $225.97 $149,498 - $173,544	-768 Reduced 0.82%	93,108 $20.5 Million
Q2 2024 Jul 31, 2024	SELL	$183.56 - $216.15 $197,327 - $232,361	-1,075 Reduced 1.13%	93,876 $20.1 Million
Q1 2024 May 03, 2024	BUY	$170.38 - $196.82 $1 Million - $1.16 Million	5,895 Added 6.62%	94,951 $18.5 Million
Q4 2023 Feb 02, 2024	SELL	$149.01 - $175.92 $2.18 Million - $2.58 Million	-14,653 Reduced 14.13%	89,056 $15.6 Million
Q3 2023 Nov 07, 2023	BUY	$152.69 - $164.44 $742,684 - $799,836	4,864 Added 4.92%	103,709 $16 Million
Q2 2023 Aug 02, 2023	BUY	$136.24 - $158.56 $1.01 Million - $1.17 Million	7,410 Added 8.1%	98,845 $15.7 Million
Q1 2023 May 01, 2023	BUY	$117.74 - $138.93 $261,265 - $308,285	2,219 Added 2.49%	91,435 $12.7 Million
Q4 2022 Feb 06, 2023	BUY	$117.55 - $131.34 $3.26 Million - $3.64 Million	27,710 Added 45.05%	89,216 $10.8 Million
Q3 2022 Nov 02, 2022	SELL	$119.49 - $146.95 $96,069 - $118,147	-804 Reduced 1.29%	61,506 $7.35 Million
Q2 2022 Aug 01, 2022	BUY	$120.18 - $161.96 $1.21 Million - $1.63 Million	10,059 Added 19.25%	62,310 $7.8 Million
Q1 2022 May 10, 2022	BUY	$141.01 - $175.1 $7.37 Million - $9.15 Million	52,251 New	52,251 $8.3 Million

Others Institutions Holding IWY

# of Institutions

559

Shares Held

51.6M

Call Options Held

10.4K

Put Options Held

4.8K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

More about IWY

Track This Portfolio

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.

Account

Valmark Advisers, Inc. Ishares Tr Russell 200 Growth Transaction History