Valmark Advisers, Inc. ISHARES TR Transaction History

Valmark Advisers, Inc.

  • $7.08 Billion
  • Q2 2025
Number of Shares
24,977
Previous 22,004 13.51%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
N/A
2,973 Added 13.51%
24,977 $0
Q1 2025

Apr 22, 2025
BUY
N/A
365 Added 1.69%
22,004 $0
Q4 2024

Jan 30, 2025
BUY
N/A
4,035 Added 22.92%
21,639 $0
Q3 2024

Oct 25, 2024
SELL
N/A
-2,388 Reduced 11.94%
17,604 $0
Q2 2024

Jul 31, 2024
BUY
N/A
6,148 Added 44.41%
19,992 $0
Q1 2024

May 03, 2024
BUY
N/A
13,844 New
13,844 $0
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