Valmark Advisers, Inc. Ishares Tr Core Aggressive All Transaction History

Valmark Advisers, Inc.

$7.6 Billion
Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Valmark Advisers, Inc. holds 10,153 shares of AOA stock, worth $901,687. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,153

Previous 10,000 1.53%

Holding current value

$901,687

Previous $834,000 7.19%

% of portfolio

0.01%

Previous 0.01%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$82.71 - $88.14 $12,654 - $13,485	153 Added 1.53%	10,153 $894,000
Q2 2025 Jul 23, 2025	BUY	$69.46 - $83.4 $23,616 - $28,356	340 Added 3.52%	10,000 $834,000
Q1 2025 Apr 22, 2025	BUY	$75.7 - $80.01 $13,096 - $13,841	173 Added 1.82%	9,660 $738,000
Q4 2024 Jan 30, 2025	SELL	$76.61 - $79.88 $536 - $559	-7 Reduced 0.07%	9,487 $726,000
Q3 2024 Oct 25, 2024	BUY	$72.11 - $79.05 $11,753 - $12,885	163 Added 1.75%	9,494 $749,000

Q2 2024 Jul 31, 2024	BUY	$70.02 - $75.08 $8,052 - $8,634	115 Added 1.25%	9,331 $697,000
Q1 2024 May 03, 2024	BUY	$67.75 - $73.5 $44,715 - $48,510	660 Added 7.71%	9,216 $677,000
Q4 2023 Feb 02, 2024	BUY	$60.96 - $69.28 $914 - $1,039	15 Added 0.18%	8,556 $590,000
Q3 2023 Nov 07, 2023	BUY	$63.24 - $67.72 $15,620 - $16,726	247 Added 2.98%	8,541 $542,000
Q2 2023 Aug 02, 2023	BUY	$63.04 - $66.51 $2,206 - $2,327	35 Added 0.42%	8,294 $550,000
Q1 2023 May 01, 2023	BUY	$59.87 - $64.81 $32,090 - $34,738	536 Added 6.94%	8,259 $525,000
Q4 2022 Feb 06, 2023	BUY	$55.07 - $62.69 $1,376 - $1,567	25 Added 0.32%	7,723 $461,000
Q3 2022 Nov 02, 2022	BUY	$55.45 - $64.54 $13,418 - $15,618	242 Added 3.25%	7,698 $427,000
Q2 2022 Aug 01, 2022	SELL	$58.69 - $69.52 $4,460 - $5,283	-76 Reduced 1.01%	7,456 $447,000
Q1 2022 May 10, 2022	SELL	$65.0 - $73.15 $62,660 - $70,516	-964 Reduced 11.35%	7,532 $519,000
Q4 2021 Feb 02, 2022	BUY	$69.49 - $73.61 $70,184 - $74,346	1,010 Added 13.49%	8,496 $619,000
Q3 2021 Nov 09, 2021	BUY	$69.28 - $72.77 $14,895 - $15,645	215 Added 2.96%	7,486 $523,000
Q2 2021 Aug 06, 2021	SELL	$67.52 - $70.92 $15,799 - $16,595	-234 Reduced 3.12%	7,271 $514,000
Q1 2021 May 04, 2021	SELL	$63.86 - $67.38 $40,423 - $42,651	-633 Reduced 7.78%	7,505 $502,000
Q3 2020 Nov 09, 2020	BUY	$55.0 - $60.45 $5,500 - $6,045	100 Added 1.24%	8,138 $472,000
Q2 2020 Jul 31, 2020	SELL	$46.01 - $56.68 $73,385 - $90,404	-1,595 Reduced 16.56%	8,038 $441,000
Q1 2020 May 01, 2020	SELL	$42.55 - $59.41 $8,935 - $12,476	-210 Reduced 2.13%	9,633 $457,000
Q4 2019 Jan 31, 2020	SELL	$53.52 - $58.4 $10,168 - $11,096	-190 Reduced 1.89%	9,843 $571,000
Q2 2019 Aug 07, 2019	SELL	$52.38 - $55.24 $20,952 - $22,096	-400 Reduced 3.83%	10,033 $553,000
Q1 2019 May 10, 2019	SELL	$47.96 - $53.89 $67,096 - $75,392	-1,399 Reduced 11.82%	10,433 $558,000
Q4 2018 Feb 07, 2019	BUY	$47.04 - $54.74 $17,216 - $20,034	366 Added 3.19%	11,832 $574,000
Q3 2018 Nov 02, 2018	SELL	$52.65 - $55.0 $59,494 - $62,150	-1,130 Reduced 8.97%	11,466 $626,000
Q2 2018 Aug 07, 2018	SELL	$52.7 - $54.7 $221,656 - $230,068	-4,206 Reduced 25.03%	12,596 $673,000
Q1 2018 May 07, 2018	BUY	$52.32 - $56.92 $18,730 - $20,377	358 Added 2.18%	16,802 $899,000
Q4 2017 Feb 09, 2018	BUY	$53.61 - $55.82 $881,562 - $917,904	16,444	16,444 $886,000

Others Institutions Holding AOA

# of Institutions

415

Shares Held

9.31M

Call Options Held

4.9K

Put Options Held

View Full List

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Valmark Advisers, Inc. Ishares Tr Core Aggressive All Transaction History