A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 3,721 shares of IYF stock, worth $403,393. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,721
Previous 2,827 31.62%
Holding current value
$403,393
Previous $267,000 44.57%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Oct 25, 2024

BUY
$93.83 - $105.05 $83,884 - $93,914
894 Added 31.62%
3,721 $386,000
Q2 2024

Jul 31, 2024

SELL
$89.39 - $96.85 $24,671 - $26,730
-276 Reduced 8.89%
2,827 $267,000
Q1 2024

May 03, 2024

SELL
$83.91 - $95.65 $8,642 - $9,851
-103 Reduced 3.21%
3,103 $296,000
Q4 2023

Feb 02, 2024

BUY
$70.7 - $85.68 $1,201 - $1,456
17 Added 0.53%
3,206 $273,000
Q3 2023

Nov 07, 2023

BUY
$73.99 - $79.98 $12,948 - $13,996
175 Added 5.81%
3,189 $238,000
Q2 2023

Aug 02, 2023

BUY
$68.91 - $74.74 $482 - $523
7 Added 0.23%
3,014 $224,000
Q1 2023

May 01, 2023

BUY
$68.23 - $82.05 $205,167 - $246,724
3,007 New
3,007 $213,000
Q2 2022

Aug 01, 2022

BUY
$67.96 - $84.37 $212,850 - $264,246
3,132 New
3,132 $219,000

Others Institutions Holding IYF

About ISHARES TR


  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
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