Valmark Advisers, Inc. ISHARES TR Transaction History

Valmark Advisers, Inc.

$6.34 Billion
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 02, 2022	SELL	N/A	-45,053 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	N/A	-4,797 Reduced 9.62%	45,053 $1.15 Million
Q2 2021 Aug 06, 2021	BUY	N/A	3,141 Added 6.72%	49,850 $1.28 Million
Q1 2021 May 04, 2021	BUY	N/A	1,736 Added 3.86%	46,709 $1.2 Million
Q4 2020 Feb 03, 2021	BUY	N/A	3,825 Added 9.3%	44,973 $1.16 Million
Q3 2020 Nov 09, 2020	BUY	N/A	9,354 Added 29.42%	41,148 $1.07 Million
Q2 2020 Jul 31, 2020	BUY	N/A	4,770 Added 17.65%	31,794 $825,000
Q1 2020 May 01, 2020	BUY	N/A	2,476 Added 10.09%	27,024 $689,000
Q4 2019 Jan 31, 2020	BUY	N/A	302 Added 1.25%	24,548 $632,000
Q3 2019 Nov 06, 2019	BUY	N/A	5,556 Added 29.73%	24,246 $625,000
Q2 2019 Aug 07, 2019	BUY	N/A	1,274 Added 7.32%	18,690 $482,000
Q1 2019 May 10, 2019	BUY	N/A	666 Added 3.98%	17,416 $447,000
Q4 2018 Feb 07, 2019	BUY	N/A	224 Added 1.36%	16,750 $426,000
Q3 2018 Nov 02, 2018	SELL	N/A	-1,372 Reduced 7.67%	16,526 $418,000
Q2 2018 Aug 07, 2018	BUY	N/A	1,234 Added 7.41%	17,898 $455,000
Q1 2018 May 07, 2018	BUY	N/A	1,758 Added 11.79%	16,664 $423,000
Q4 2017 Feb 09, 2018	BUY	N/A	14,906	14,906 $379,000

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