Valmark Advisers, Inc. Ishares Tr U.S. Transportation Transaction History

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr U.S. Transportation stock. As of the latest transaction made, Valmark Advisers, Inc. holds 4,068 shares of IYT stock, worth $288,177. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,068
Previous 4,607 11.7%
Holding current value
$288,177
Previous $315,000 7.62%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2025
SELL
$66.62 - $72.7 $35,908 - $39,185
-539 Reduced 11.7%
4,068 $291,000
Q2 2025

Jul 23, 2025
BUY
$55.22 - $68.54 $20,817 - $25,839
377 Added 8.91%
4,607 $315,000
Q1 2025

Apr 22, 2025
BUY
$63.37 - $73.39 $268,055 - $310,439
4,230 New
4,230 $270,000

Others Institutions Holding IYT

# of Institutions
203
Shares Held
4.9M
Call Options Held
151K
Put Options Held
171K
View Full List

About ISHARES TR U.S. TRANSPORTATION

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