Valmark Advisers, Inc. Ishares Tr Russell 1000 ETF Transaction History

Valmark Advisers, Inc.

  • $6.34 Billion
  • Q3 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Valmark Advisers, Inc. holds 2,487 shares of IWB stock, worth $822,077. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,487
Previous 1,729 43.84%
Holding current value
$822,077
Previous $514,000 51.95%
% of portfolio
0.01%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$283.28 - $314.39 $214,726 - $238,307
758 Added 43.84%
2,487 $781,000
Q2 2024

Jul 31, 2024
BUY
$272.21 - $298.72 $544 - $597
2 Added 0.12%
1,729 $514,000
Q1 2024

May 03, 2024
SELL
$257.46 - $288.1 $8,496 - $9,507
-33 Reduced 1.88%
1,727 $497,000
Q4 2023

Feb 02, 2024
BUY
$225.16 - $263.17 $1,576 - $1,842
7 Added 0.4%
1,760 $461,000
Q2 2023

Aug 02, 2023
BUY
$221.85 - $243.74 $443 - $487
2 Added 0.11%
1,753 $427,000
Q1 2023

May 01, 2023
BUY
$208.78 - $230.55 $626 - $691
3 Added 0.17%
1,751 $394,000
Q4 2022

Feb 06, 2023
BUY
$196.94 - $224.49 $52,386 - $59,714
266 Added 17.95%
1,748 $367,000
Q3 2022

Nov 02, 2022
SELL
$197.33 - $237.63 $29,599 - $35,644
-150 Reduced 9.19%
1,482 $292,000
Q2 2022

Aug 01, 2022
BUY
$201.03 - $253.2 $804 - $1,012
4 Added 0.25%
1,632 $339,000
Q1 2022

May 10, 2022
SELL
$230.48 - $266.11 $136,674 - $157,803
-593 Reduced 26.7%
1,628 $407,000
Q4 2021

Feb 02, 2022
BUY
$241.33 - $266.02 $180,997 - $199,515
750 Added 50.99%
2,221 $587,000
Q3 2021

Nov 09, 2021
BUY
$239.32 - $255.42 $478 - $510
2 Added 0.14%
1,471 $356,000
Q2 2021

Aug 06, 2021
BUY
$226.48 - $242.11 $452 - $484
2 Added 0.14%
1,469 $356,000
Q1 2021

May 04, 2021
SELL
$208.89 - $225.24 $11,488 - $12,388
-55 Reduced 3.61%
1,467 $328,000
Q4 2020

Feb 03, 2021
BUY
$182.85 - $211.84 $548 - $635
3 Added 0.2%
1,522 $322,000
Q3 2020

Nov 09, 2020
BUY
$172.79 - $199.44 $518 - $598
3 Added 0.2%
1,519 $284,000
Q2 2020

Jul 31, 2020
BUY
$135.3 - $179.75 $205,114 - $272,501
1,516 New
1,516 $260,000
Q1 2020

May 01, 2020
SELL
$122.99 - $188.06 $154,352 - $236,015
-1,255 Closed
0 $0
Q4 2019

Jan 31, 2020
BUY
$159.7 - $178.97 $479 - $536
3 Added 0.24%
1,255 $224,000
Q2 2019

Aug 07, 2019
BUY
N/A
1,252 New
1,252 $204,000
Q4 2018

Feb 07, 2019
SELL
N/A
-1,252 Closed
0 $0
Q3 2018

Nov 02, 2018
BUY
N/A
1,252 New
1,252 $202,000

Others Institutions Holding IWB

# of Institutions
1,374
Shares Held
93.3M
Call Options Held
221K
Put Options Held
52.5K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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