Valmark Advisers, Inc. Ishares Msci Usa Value Factor Transaction History

Valmark Advisers, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 06, 2023	SELL	$82.98 - $97.89 $583,930 - $688,851	-7,037 Reduced 57.23%	5,258 $479,000
Q3 2022 Nov 02, 2022	SELL	$81.86 - $99.37 $8,677 - $10,533	-106 Reduced 0.85%	12,295 $1.01 Million
Q2 2022 Aug 01, 2022	SELL	$88.4 - $105.81 $195,629 - $234,157	-2,213 Reduced 15.14%	12,401 $1.12 Million
Q1 2022 May 10, 2022	SELL	$100.54 - $114.92 $174,336 - $199,271	-1,734 Reduced 10.61%	14,614 $1.53 Million
Q4 2021 Feb 02, 2022	BUY	$101.38 - $109.77 $1.23 Million - $1.33 Million	12,112 Added 285.93%	16,348 $1.79 Million
Q3 2021 Nov 09, 2021	BUY	$100.55 - $106.33 $425,929 - $450,413	4,236 New	4,236 $427,000

440

53.8M

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

Stay updated on Valmark Advisers, Inc. with notifications on news.