Valmark Advisers, Inc. Ishares Tr Transaction History

Valmark Advisers, Inc.

$6.34 Billion
Q3 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 3,721 shares of IYF stock, worth $410,984. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,721

Previous 2,827 31.62%

Holding current value

$410,984

Previous $267,000 44.57%

% of portfolio

0.01%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$93.83 - $105.05 $83,884 - $93,914	894 Added 31.62%	3,721 $386,000
Q2 2024 Jul 31, 2024	SELL	$89.39 - $96.85 $24,671 - $26,730	-276 Reduced 8.89%	2,827 $267,000
Q1 2024 May 03, 2024	SELL	$83.91 - $95.65 $8,642 - $9,851	-103 Reduced 3.21%	3,103 $296,000
Q4 2023 Feb 02, 2024	BUY	$70.7 - $85.68 $1,201 - $1,456	17 Added 0.53%	3,206 $273,000
Q3 2023 Nov 07, 2023	BUY	$73.99 - $79.98 $12,948 - $13,996	175 Added 5.81%	3,189 $238,000
Q2 2023 Aug 02, 2023	BUY	$68.91 - $74.74 $482 - $523	7 Added 0.23%	3,014 $224,000
Q1 2023 May 01, 2023	BUY	$68.23 - $82.05 $205,167 - $246,724	3,007 New	3,007 $213,000
Q2 2022 Aug 01, 2022	BUY	$67.96 - $84.37 $212,850 - $264,246	3,132 New	3,132 $219,000

Others Institutions Holding IYF

# of Institutions

409

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

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About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

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Valmark Advisers, Inc. Ishares Tr Transaction History