Valmark Advisers, Inc. Ishares Tr Transaction History
Valmark Advisers, Inc.
- $7.08 Billion
- Q2 2025
A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 3,471 shares of IYG stock, worth $307,044. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,471
Previous 3,276
5.95%
Holding current value
$307,044
Previous $257,000
15.56%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding IYG
# of Institutions
290Shares Held
14.1MCall Options Held
49KPut Options Held
35.5K-
River Front Investment Group, LLC Richmond, VA1.63MShares$144 Million2.93% of portfolio
-
Envestnet Asset Management Inc1.43MShares$126 Million0.04% of portfolio
-
Goldman Sachs Group Inc New York, NY1.09MShares$96.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY953KShares$84.3 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL562KShares$49.7 Million0.02% of portfolio