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

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Valmark Advisers, Inc. holds 23,492 shares of IWD stock, worth $4.55 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
23,492
Previous 22,590 3.99%
Holding current value
$4.55 Million
Previous $4.29 Million 1.45%
% of portfolio
0.07%
Previous 0.07%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$183.23 - $199.79 $165,273 - $180,210
902 Added 3.99%
23,492 $4.35 Million
Q3 2024

Oct 25, 2024
BUY
$173.36 - $189.8 $133,313 - $145,956
769 Added 3.52%
22,590 $4.29 Million
Q2 2024

Jul 31, 2024
BUY
$169.4 - $179.05 $6,267 - $6,624
37 Added 0.17%
21,821 $3.81 Million
Q1 2024

May 03, 2024
BUY
$161.84 - $179.11 $26,703 - $29,553
165 Added 0.76%
21,784 $3.9 Million
Q4 2023

Feb 02, 2024
BUY
$143.69 - $165.7 $261,228 - $301,242
1,818 Added 9.18%
21,619 $3.57 Million
Q3 2023

Nov 07, 2023
BUY
$151.73 - $163.56 $1.24 Million - $1.34 Million
8,201 Added 70.7%
19,801 $3.01 Million
Q2 2023

Aug 02, 2023
SELL
$148.55 - $157.83 $10,101 - $10,732
-68 Reduced 0.58%
11,600 $1.83 Million
Q1 2023

May 01, 2023
BUY
$145.2 - $161.56 $217,364 - $241,855
1,497 Added 14.72%
11,668 $1.78 Million
Q4 2022

Feb 06, 2023
BUY
$136.78 - $158.99 $6,975 - $8,108
51 Added 0.5%
10,171 $1.54 Million
Q3 2022

Nov 02, 2022
BUY
$135.99 - $161.15 $407 - $483
3 Added 0.03%
10,120 $1.38 Million
Q2 2022

Aug 01, 2022
BUY
$140.99 - $168.41 $76,980 - $91,951
546 Added 5.7%
10,117 $1.47 Million
Q1 2022

May 10, 2022
BUY
$157.15 - $170.51 $142,063 - $154,141
904 Added 10.43%
9,571 $1.59 Million
Q4 2021

Feb 02, 2022
SELL
$157.12 - $168.08 $14,769 - $15,799
-94 Reduced 1.07%
8,667 $1.46 Million
Q3 2021

Nov 09, 2021
BUY
$154.62 - $164.07 $32,160 - $34,126
208 Added 2.43%
8,761 $1.37 Million
Q2 2021

Aug 06, 2021
BUY
$152.86 - $162.4 $25,986 - $27,608
170 Added 2.03%
8,553 $1.36 Million
Q1 2021

May 04, 2021
BUY
$134.89 - $153.0 $62,858 - $71,298
466 Added 5.89%
8,383 $1.27 Million
Q4 2020

Feb 03, 2021
BUY
$115.84 - $136.73 $44,250 - $52,230
382 Added 5.07%
7,917 $1.08 Million
Q3 2020

Nov 09, 2020
SELL
$111.27 - $124.26 $7,455 - $8,325
-67 Reduced 0.88%
7,535 $890,000
Q2 2020

Jul 31, 2020
SELL
$94.52 - $125.14 $137,904 - $182,579
-1,459 Reduced 16.1%
7,602 $856,000
Q1 2020

May 01, 2020
SELL
$85.17 - $138.52 $41,733 - $67,874
-490 Reduced 5.13%
9,061 $899,000
Q4 2019

Jan 31, 2020
BUY
$123.85 - $136.67 $241,383 - $266,369
1,949 Added 25.64%
9,551 $1.3 Million
Q3 2019

Nov 06, 2019
BUY
$127.92 - $130.25 $83,915 - $85,444
656 Added 9.44%
7,602 $975,000
Q2 2019

Aug 07, 2019
SELL
N/A
-142 Reduced 2.0%
6,946 $884,000
Q1 2019

May 10, 2019
BUY
N/A
13 Added 0.18%
7,088 $875,000
Q4 2018

Feb 07, 2019
BUY
N/A
125 Added 1.8%
7,075 $786,000
Q3 2018

Nov 02, 2018
BUY
N/A
2,315 Added 49.95%
6,950 $880,000
Q2 2018

Aug 07, 2018
BUY
N/A
318 Added 7.37%
4,635 $563,000
Q1 2018

May 07, 2018
BUY
N/A
266 Added 6.57%
4,317 $518,000
Q4 2017

Feb 09, 2018
BUY
N/A
4,051
4,051 $504,000

Others Institutions Holding IWD

# of Institutions
1,815
Shares Held
265M
Call Options Held
658K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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