Valmark Advisers, Inc. Ishares Tr Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 49,853 shares of IBDV stock, worth $1.07 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

49,853

Holding current value

$1.07 Million

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$21.24 - $22.15 $1.06 Million - $1.1 Million	49,853 New	49,853 $1.06 Million

Others Institutions Holding IBDV

# of Institutions

222

Shares Held

60.8M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

4.34M
Shares

$93.5 Million
1.04% of portfolio
Bank Of America Corp Charlotte, NC

3.87M
Shares

$83.3 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.42M
Shares

$73.7 Million
0.02% of portfolio
Capital Investment Advisors, LLC

2.89M
Shares

$62.2 Million
1.28% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.66M
Shares

$57.3 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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Valmark Advisers, Inc. Ishares Tr Transaction History