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

Valmark Advisers, Inc.

  • $6.34 Billion
  • Q3 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 93,108 shares of IWY stock, worth $21.9 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
93,108
Previous 93,876 0.82%
Holding current value
$21.9 Million
Previous $20.1 Million 1.74%
% of portfolio
0.32%
Previous 0.35%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
530
Shares Held
49.9M
Call Options Held
12.3K
Put Options Held
5.1K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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