Valmark Advisers, Inc. Ishares Barclays 0 5 Year Tips Transaction History

Valmark Advisers, Inc.

$7.88 Billion
Q4 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Valmark Advisers, Inc. holds 153,614 shares of STIP stock, worth $15.8 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

153,614

Previous 125,056 22.84%

Holding current value

$15.8 Million

Previous $12.9 Million 22.26%

% of portfolio

0.2%

Previous 0.17%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$102.72 - $103.6 $2.93 Million - $2.96 Million	28,558 Added 22.84%	153,614 $15.8 Million
Q3 2025 Oct 23, 2025	SELL	$102.4 - $103.88 $210,022 - $213,057	-2,051 Reduced 1.61%	125,056 $12.9 Million
Q2 2025 Jul 23, 2025	SELL	$102.02 - $103.5 $521,526 - $529,092	-5,112 Reduced 3.87%	127,107 $13.1 Million
Q1 2025 Apr 22, 2025	BUY	$100.59 - $103.47 $101,495 - $104,401	1,009 Added 0.77%	132,219 $13.7 Million
Q4 2024 Jan 30, 2025	BUY	$100.24 - $101.35 $4.57 Million - $4.62 Million	45,546 Added 53.17%	131,210 $13.2 Million

Q3 2024 Oct 25, 2024	SELL	$98.99 - $101.51 $308,551 - $316,406	-3,117 Reduced 3.51%	85,664 $8.68 Million
Q2 2024 Jul 31, 2024	SELL	$98.69 - $99.57 $322,518 - $325,394	-3,268 Reduced 3.55%	88,781 $8.83 Million
Q1 2024 May 03, 2024	BUY	$98.36 - $99.47 $168,589 - $170,491	1,714 Added 1.9%	92,049 $9.15 Million
Q4 2023 Feb 02, 2024	BUY	$96.33 - $98.68 $729,025 - $746,810	7,568 Added 9.14%	90,335 $8.91 Million
Q3 2023 Nov 07, 2023	SELL	$96.73 - $97.56 $1.04 Million - $1.05 Million	-10,729 Reduced 11.48%	82,767 $8.02 Million
Q2 2023 Aug 02, 2023	SELL	$97.43 - $99.5 $89,440 - $91,341	-918 Reduced 0.97%	93,496 $9.13 Million
Q1 2023 May 01, 2023	BUY	$96.86 - $99.23 $77,294 - $79,185	798 Added 0.85%	94,414 $9.37 Million
Q4 2022 Feb 06, 2023	SELL	$96.57 - $98.11 $701,001 - $712,180	-7,259 Reduced 7.2%	93,616 $9.08 Million
Q3 2022 Nov 02, 2022	BUY	$96.11 - $102.85 $995,122 - $1.06 Million	10,354 Added 11.44%	100,875 $9.7 Million
Q2 2022 Aug 01, 2022	BUY	$101.26 - $104.65 $719,654 - $743,747	7,107 Added 8.52%	90,521 $9.18 Million
Q1 2022 May 10, 2022	BUY	$103.82 - $106.76 $1.88 Million - $1.93 Million	18,104 Added 27.72%	83,414 $8.75 Million
Q4 2021 Feb 02, 2022	BUY	$105.21 - $107.0 $866,509 - $881,252	8,236 Added 14.43%	65,310 $6.92 Million
Q3 2021 Nov 09, 2021	BUY	$105.49 - $107.1 $1.18 Million - $1.2 Million	11,231 Added 24.5%	57,074 $6.03 Million
Q2 2021 Aug 06, 2021	BUY	$105.46 - $106.88 $465,500 - $471,768	4,414 Added 10.65%	45,843 $4.87 Million
Q1 2021 May 04, 2021	BUY	$104.53 - $105.92 $1.1 Million - $1.11 Million	10,486 Added 33.89%	41,429 $4.38 Million
Q4 2020 Feb 03, 2021	BUY	$103.06 - $104.43 $1.83 Million - $1.85 Million	17,752 Added 134.58%	30,943 $3.23 Million
Q3 2020 Nov 09, 2020	SELL	$102.35 - $104.25 $102 - $104	-1 Reduced 0.01%	13,191 $1.37 Million
Q2 2020 Jul 31, 2020	BUY	$99.85 - $102.42 $159,360 - $163,462	1,596 Added 13.76%	13,192 $1.35 Million
Q1 2020 May 01, 2020	BUY	$96.7 - $102.1 $1.12 Million - $1.18 Million	11,596 New	11,596 $1.16 Million

Others Institutions Holding STIP

# of Institutions

842

Shares Held

80.1M

Call Options Held

5.6K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

More about STIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Account

Valmark Advisers, Inc. Ishares Barclays 0 5 Year Tips Transaction History