Valmark Advisers, Inc. Ishares Tr Residential And Mul Transaction History

Valmark Advisers, Inc.

  • $5.7 Billion
  • Q1 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Valmark Advisers, Inc. holds 3,957 shares of REZ stock, worth $305,203. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,957
Previous 3,715 6.51%
Holding current value
$305,203
Previous $273,000 4.4%
% of portfolio
0.0%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$67.66 - $74.45 $16,373 - $18,016
242 Added 6.51%
3,957 $285,000
Q4 2023

Feb 02, 2024
SELL
$61.4 - $74.46 $50,962 - $61,801
-830 Reduced 18.26%
3,715 $273,000
Q3 2023

Nov 07, 2023
BUY
$65.29 - $76.0 $25,267 - $29,412
387 Added 9.31%
4,545 $299,000
Q2 2023

Aug 02, 2023
SELL
$68.53 - $73.43 $34,127 - $36,568
-498 Reduced 10.7%
4,158 $304,000
Q1 2023

May 01, 2023
BUY
$65.21 - $77.8 $326 - $389
5 Added 0.11%
4,656 $328,000
Q4 2022

Feb 06, 2023
BUY
$67.24 - $73.54 $31,333 - $34,269
466 Added 11.14%
4,651 $317,000
Q3 2022

Nov 02, 2022
BUY
N/A
26 Added 0.63%
4,185 $301,000
Q2 2022

Aug 01, 2022
BUY
N/A
18 Added 0.43%
4,159 $333,000
Q1 2022

May 10, 2022
BUY
N/A
3 Added 0.07%
4,141 $397,000
Q4 2021

Feb 02, 2022
SELL
N/A
-16 Reduced 0.39%
4,138 $407,000
Q2 2021

Aug 06, 2021
BUY
N/A
11 Added 0.27%
4,154 $346,000
Q4 2020

Feb 03, 2021
SELL
N/A
-25 Reduced 0.6%
4,143 $281,000
Q3 2020

Nov 09, 2020
BUY
N/A
46 Added 1.12%
4,168 $254,000
Q2 2020

Jul 31, 2020
BUY
N/A
65 Added 1.6%
4,122 $248,000
Q1 2020

May 01, 2020
SELL
N/A
-45 Reduced 1.1%
4,057 $224,000
Q4 2019

Jan 31, 2020
BUY
N/A
375 Added 10.06%
4,102 $309,000
Q3 2019

Nov 06, 2019
BUY
N/A
500 Added 15.49%
3,727 $296,000
Q2 2019

Aug 07, 2019
BUY
N/A
4 Added 0.12%
3,227 $235,000
Q1 2019

May 10, 2019
BUY
N/A
3,223 New
3,223 $228,000
Q2 2018

Aug 07, 2018
SELL
N/A
-6,624 Closed
0 $0
Q1 2018

May 07, 2018
SELL
N/A
-2,951 Reduced 30.82%
6,624 $382,000
Q4 2017

Feb 09, 2018
BUY
N/A
9,575
9,575 $596,000

Others Institutions Holding REZ

# of Institutions
150
Shares Held
4.62M
Call Options Held
500
Put Options Held
18.9K
View Full List

About ISHARES TR RESIDENTIAL AND MUL

REZ Quotes by TradingView
  • Ticker REZ
  • Sector ETFs
  • Industry ETFs
More about REZ
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email