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 4,575 shares of IYE stock, worth $220,881. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,575

Previous 4,479 2.14%

Holding current value

$220,881

Previous $207,000 0.48%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$43.93 - $51.37 $4,217 - $4,931	96 Added 2.14%	4,575 $208,000
Q3 2024 Oct 25, 2024	SELL	$44.44 - $49.18 $3,333 - $3,688	-75 Reduced 1.65%	4,479 $207,000
Q2 2024 Jul 31, 2024	SELL	$46.21 - $51.17 $323 - $358	-7 Reduced 0.15%	4,554 $218,000
Q1 2024 May 03, 2024	SELL	$41.9 - $49.4 $419 - $494	-10 Reduced 0.22%	4,561 $225,000
Q4 2023 Feb 02, 2024	SELL	$42.54 - $48.28 $30,501 - $34,616	-717 Reduced 13.56%	4,571 $201,000
Q3 2023 Nov 07, 2023	BUY	$41.76 - $48.97 $10,815 - $12,683	259 Added 5.15%	5,288 $250,000
Q2 2023 Aug 02, 2023	SELL	$40.39 - $45.87 $52,345 - $59,447	-1,296 Reduced 20.49%	5,029 $215,000
Q1 2023 May 01, 2023	SELL	$40.63 - $49.07 $975 - $1,177	-24 Reduced 0.38%	6,325 $276,000
Q4 2022 Feb 06, 2023	BUY	$41.43 - $50.5 $263,039 - $320,624	6,349 New	6,349 $295,000

Others Institutions Holding IYE

# of Institutions

323

Shares Held

14.7M

Call Options Held

16.3K

Put Options Held

1.6K

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About ISHARES TR

Ticker IYE
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Industry ETFs

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Valmark Advisers, Inc. Ishares Tr Transaction History