Valmark Advisers, Inc. Ishares Tr Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 4,700 shares of IYE stock, worth $209,009. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,700

Previous 4,575 2.73%

Holding current value

$209,009

Previous $208,000 11.06%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$45.23 - $49.95 $5,653 - $6,243	125 Added 2.73%	4,700 $231,000
Q4 2024 Jan 30, 2025	BUY	$43.93 - $51.37 $4,217 - $4,931	96 Added 2.14%	4,575 $208,000
Q3 2024 Oct 25, 2024	SELL	$44.44 - $49.18 $3,333 - $3,688	-75 Reduced 1.65%	4,479 $207,000
Q2 2024 Jul 31, 2024	SELL	$46.21 - $51.17 $323 - $358	-7 Reduced 0.15%	4,554 $218,000
Q1 2024 May 03, 2024	SELL	$41.9 - $49.4 $419 - $494	-10 Reduced 0.22%	4,561 $225,000
Q4 2023 Feb 02, 2024	SELL	$42.54 - $48.28 $30,501 - $34,616	-717 Reduced 13.56%	4,571 $201,000
Q3 2023 Nov 07, 2023	BUY	$41.76 - $48.97 $10,815 - $12,683	259 Added 5.15%	5,288 $250,000
Q2 2023 Aug 02, 2023	SELL	$40.39 - $45.87 $52,345 - $59,447	-1,296 Reduced 20.49%	5,029 $215,000
Q1 2023 May 01, 2023	SELL	$40.63 - $49.07 $975 - $1,177	-24 Reduced 0.38%	6,325 $276,000
Q4 2022 Feb 06, 2023	BUY	$41.43 - $50.5 $263,039 - $320,624	6,349 New	6,349 $295,000

Others Institutions Holding IYE

# of Institutions

340

Shares Held

14.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

More about IYE

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 Transaction History