Valmark Advisers, Inc. Ishares Tr Russell 200 Growth Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Valmark Advisers, Inc. holds 103,499 shares of IWY stock, worth $24.5 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

103,499

Previous 93,108 11.16%

Holding current value

$24.5 Million

Previous $20.5 Million 18.85%

% of portfolio

0.38%

Previous 0.32%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$216.72 - $244.71 $2.25 Million - $2.54 Million	10,391 Added 11.16%	103,499 $24.4 Million
Q3 2024 Oct 25, 2024	SELL	$194.66 - $225.97 $149,498 - $173,544	-768 Reduced 0.82%	93,108 $20.5 Million
Q2 2024 Jul 31, 2024	SELL	$183.56 - $216.15 $197,327 - $232,361	-1,075 Reduced 1.13%	93,876 $20.1 Million
Q1 2024 May 03, 2024	BUY	$170.38 - $196.82 $1 Million - $1.16 Million	5,895 Added 6.62%	94,951 $18.5 Million
Q4 2023 Feb 02, 2024	SELL	$149.01 - $175.92 $2.18 Million - $2.58 Million	-14,653 Reduced 14.13%	89,056 $15.6 Million
Q3 2023 Nov 07, 2023	BUY	$152.69 - $164.44 $742,684 - $799,836	4,864 Added 4.92%	103,709 $16 Million
Q2 2023 Aug 02, 2023	BUY	$136.24 - $158.56 $1.01 Million - $1.17 Million	7,410 Added 8.1%	98,845 $15.7 Million
Q1 2023 May 01, 2023	BUY	$117.74 - $138.93 $261,265 - $308,285	2,219 Added 2.49%	91,435 $12.7 Million
Q4 2022 Feb 06, 2023	BUY	$117.55 - $131.34 $3.26 Million - $3.64 Million	27,710 Added 45.05%	89,216 $10.8 Million
Q3 2022 Nov 02, 2022	SELL	$119.49 - $146.95 $96,069 - $118,147	-804 Reduced 1.29%	61,506 $7.35 Million
Q2 2022 Aug 01, 2022	BUY	$120.18 - $161.96 $1.21 Million - $1.63 Million	10,059 Added 19.25%	62,310 $7.8 Million
Q1 2022 May 10, 2022	BUY	$141.01 - $175.1 $7.37 Million - $9.15 Million	52,251 New	52,251 $8.3 Million

Others Institutions Holding IWY

# of Institutions

581

Shares Held

52.8M

Call Options Held

10.4K

Put Options Held

4.8K

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About ISHARES TR RUSSELL 200 GROWTH

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Valmark Advisers, Inc. Ishares Tr Russell 200 Growth Transaction History