Valmark Advisers, Inc. Ishares Tr Transaction History

Valmark Advisers, Inc.

$7.6 Billion
Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 8,082 shares of IYF stock, worth $1.01 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,082

Previous 8,056 0.32%

Holding current value

$1.01 Million

Previous $974,000 5.03%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$119.89 - $127.16 $3,117 - $3,306	26 Added 0.32%	8,082 $1.02 Million
Q2 2025 Jul 23, 2025	BUY	$99.23 - $120.99 $119,373 - $145,550	1,203 Added 17.55%	8,056 $974,000
Q1 2025 Apr 22, 2025	BUY	$107.69 - $119.37 $291,839 - $323,492	2,710 Added 65.41%	6,853 $773,000
Q4 2024 Jan 30, 2025	BUY	$102.7 - $119.05 $43,339 - $50,239	422 Added 11.34%	4,143 $458,000
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

518

Shares Held

20.2M

Call Options Held

27.5K

Put Options Held

48.6K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

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