Valmark Advisers, Inc. Ishares Tr Transaction History

Valmark Advisers, Inc.

$7.6 Billion
Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 48,010 shares of IEFA stock, worth $4.26 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

48,010

Previous 45,027 6.62%

Holding current value

$4.26 Million

Previous $3.76 Million 11.52%

% of portfolio

0.06%

Previous 0.05%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$81.7 - $87.53 $243,711 - $261,101	2,983 Added 6.62%	48,010 $4.19 Million
Q2 2025 Jul 23, 2025	SELL	$67.83 - $84.09 $73,120 - $90,649	-1,078 Reduced 2.34%	45,027 $3.76 Million
Q1 2025 Apr 22, 2025	BUY	$69.57 - $78.65 $11,409 - $12,898	164 Added 0.36%	46,105 $3.49 Million
Q4 2024 Jan 30, 2025	SELL	$70.06 - $77.43 $318,773 - $352,306	-4,550 Reduced 9.01%	45,941 $3.23 Million
Q3 2024 Oct 25, 2024	BUY	$70.09 - $78.74 $308,325 - $346,377	4,399 Added 9.54%	50,491 $3.94 Million

Q2 2024 Jul 31, 2024	BUY	$70.77 - $76.19 $948,176 - $1.02 Million	13,398 Added 40.98%	46,092 $3.35 Million
Q1 2024 May 03, 2024	BUY	$68.14 - $74.43 $115,565 - $126,233	1,696 Added 5.47%	32,694 $2.43 Million
Q4 2023 Feb 02, 2024	SELL	$61.3 - $70.47 $353,884 - $406,823	-5,773 Reduced 15.7%	30,998 $2.18 Million
Q3 2023 Nov 07, 2023	BUY	$64.04 - $69.58 $344,599 - $374,409	5,381 Added 17.14%	36,771 $2.37 Million
Q2 2023 Aug 02, 2023	SELL	$66.03 - $69.1 $87,027 - $91,073	-1,318 Reduced 4.03%	31,390 $2.12 Million
Q1 2023 May 01, 2023	BUY	$62.17 - $67.7 $252,721 - $275,200	4,065 Added 14.19%	32,708 $2.19 Million
Q4 2022 Feb 06, 2023	BUY	$52.35 - $63.65 $68,421 - $83,190	1,307 Added 4.78%	28,643 $1.77 Million
Q3 2022 Nov 02, 2022	BUY	$52.32 - $63.1 $164,023 - $197,818	3,135 Added 12.95%	27,336 $1.44 Million
Q2 2022 Aug 01, 2022	SELL	$57.91 - $70.46 $149,118 - $181,434	-2,575 Reduced 9.62%	24,201 $1.42 Million
Q1 2022 May 10, 2022	BUY	$63.26 - $75.48 $42,257 - $50,420	668 Added 2.56%	26,776 $1.86 Million
Q4 2021 Feb 02, 2022	SELL	$72.36 - $77.76 $209,265 - $224,881	-2,892 Reduced 9.97%	26,108 $1.95 Million
Q3 2021 Nov 09, 2021	BUY	$72.98 - $78.2 $927,137 - $993,452	12,704 Added 77.96%	29,000 $2.15 Million
Q2 2021 Aug 06, 2021	BUY	$73.11 - $77.88 $216,405 - $230,524	2,960 Added 22.2%	16,296 $1.22 Million
Q1 2021 May 04, 2021	BUY	$68.58 - $73.12 $7,063 - $7,531	103 Added 0.78%	13,336 $961,000
Q4 2020 Feb 03, 2021	BUY	$58.13 - $69.71 $84,172 - $100,940	1,448 Added 12.29%	13,233 $914,000
Q3 2020 Nov 09, 2020	BUY	$57.43 - $62.28 $75,750 - $82,147	1,319 Added 12.6%	11,785 $710,000
Q2 2020 Jul 31, 2020	BUY	$47.43 - $60.75 $17,596 - $22,538	371 Added 3.68%	10,466 $598,000
Q1 2020 May 01, 2020	BUY	$43.31 - $66.12 $24,037 - $36,696	555 Added 5.82%	10,095 $504,000
Q4 2019 Jan 31, 2020	BUY	$59.36 - $65.51 $48,378 - $53,390	815 Added 9.34%	9,540 $622,000
Q2 2019 Aug 07, 2019	BUY	$59.39 - $62.73 $12,471 - $13,173	210 Added 2.47%	8,725 $536,000
Q1 2019 May 10, 2019	BUY	$54.44 - $61.46 $32,282 - $36,445	593 Added 7.49%	8,515 $517,000
Q4 2018 Feb 07, 2019	BUY	$53.06 - $64.19 $56,402 - $68,233	1,063 Added 15.5%	7,922 $436,000
Q3 2018 Nov 02, 2018	BUY	$61.82 - $65.16 $424,023 - $446,932	6,859 New	6,859 $440,000

Others Institutions Holding IEFA

# of Institutions

2,415

Shares Held

1.6B

Call Options Held

111K

Put Options Held

25.4K

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About ISHARES TR

Ticker IEFA
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Valmark Advisers, Inc. Ishares Tr Transaction History