Valmark Advisers, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Valmark Advisers, Inc.

$7.6 Billion
Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Valmark Advisers, Inc. holds 3,373 shares of SHY stock, worth $280,296. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,373

Previous 3,086 9.3%

Holding current value

$280,296

Previous $255,000 9.41%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$82.38 - $83.0 $23,643 - $23,821	287 Added 9.3%	3,373 $279,000
Q1 2025 Apr 22, 2025	SELL	$81.83 - $82.73 $2,045 - $2,068	-25 Reduced 0.8%	3,086 $255,000
Q4 2024 Jan 30, 2025	BUY	$81.68 - $82.93 $254,106 - $257,995	3,111 New	3,111 $255,000
Q1 2021 May 04, 2021	SELL	$86.21 - $86.4 $261,819 - $262,396	-3,037 Closed	0 $0
Q4 2020 Feb 03, 2021	SELL	$86.32 - $86.46 $27,622 - $27,667	-320 Reduced 9.53%	3,037 $262,000
Q3 2020 Nov 09, 2020	BUY	$86.46 - $86.63 $290,246 - $290,816	3,357 New	3,357 $290,000
Q2 2018 Aug 07, 2018	SELL	$83.11 - $83.6 $48.4 Million - $48.7 Million	-582,219 Closed	0 $0
Q1 2018 May 07, 2018	SELL	$83.38 - $83.82 $6.19 Million - $6.23 Million	-74,270 Reduced 11.31%	582,219 $48.7 Million
Q4 2017 Feb 09, 2018	BUY	$83.78 - $84.55 $1.87 Million - $1.89 Million	22,307 Added 3.52%	656,489 $55 Million
Q3 2017 Nov 06, 2017	BUY	$84.45 - $84.47 $53.6 Million - $53.6 Million	634,182	634,182 $53.6 Million

Others Institutions Holding SHY

# of Institutions

1,336

Shares Held

244M

Call Options Held

40.9K

Put Options Held

41.6K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Valmark Advisers, Inc. Ishares Barclays 1 3 Year Trea Transaction History