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 3,493 shares of IYG stock, worth $310,178. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,493
Previous 3,471 0.63%
Holding current value
$310,178
Previous $297,000 5.39%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$85.16 - $90.57 $1,873 - $1,992
22 Added 0.63%
3,493 $313,000
Q2 2025

Jul 23, 2025
BUY
$68.9 - $85.6 $13,435 - $16,692
195 Added 5.95%
3,471 $297,000
Q1 2025

Apr 22, 2025
BUY
$74.6 - $84.81 $244,389 - $277,837
3,276 New
3,276 $257,000
Q4 2018

Feb 07, 2019
SELL
N/A
-1,557 Closed
0 $0
Q3 2018

Nov 02, 2018
SELL
N/A
-210 Reduced 11.88%
1,557 $208,000
Q2 2018

Aug 07, 2018
SELL
N/A
-125 Reduced 6.61%
1,767 $229,000
Q4 2017

Feb 09, 2018
BUY
N/A
1,892
1,892 $247,000

Others Institutions Holding IYG

# of Institutions
290
Shares Held
13.9M
Call Options Held
62.6K
Put Options Held
50.1K
View Full List

About ISHARES TR

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