Valmark Advisers, Inc. Ishares Tr U.S. Transportation Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr U.S. Transportation stock. As of the latest transaction made, Valmark Advisers, Inc. holds 4,230 shares of IYT stock, worth $252,996. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,230

Holding current value

$252,996

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$63.37 - $73.39 $268,055 - $310,439	4,230 New	4,230 $270,000

Others Institutions Holding IYT

# of Institutions

231

Shares Held

6.49M

Call Options Held

587K

Put Options Held

404K

Morgan Stanley New York, NY

1.22M
Shares

$72.9 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

682K
Shares

$40.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

535K
Shares

$32 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

273K
Shares

$16.3 Million
0.01% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

268K
Shares

$16 Million
0.04% of portfolio

View Full List

About ISHARES TR U.S. TRANSPORTATION

Ticker IYT
Sector ETFs
Industry ETFs

More about IYT

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Valmark Advisers, Inc. Ishares Tr U.S. Transportation Transaction History