Valmark Advisers, Inc. Ishares Tr Broad Usd Inbd Etfv Transaction History

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Valmark Advisers, Inc. holds 2,556,174 shares of USIG stock, worth $130 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
2,556,174
Previous 2,434,121 5.01%
Holding current value
$130 Million
Previous $128 Million 0.42%
% of portfolio
2.01%
Previous 2.02%

Shares

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

Jan 30, 2025
BUY
$50.14 - $52.56 $6.12 Million - $6.42 Million
122,053 Added 5.01%
2,556,174 $129 Million
Q3 2024

Oct 25, 2024
BUY
$49.82 - $52.8 $4.13 Million - $4.38 Million
82,968 Added 3.53%
2,434,121 $128 Million
Q2 2024

Jul 31, 2024
BUY
$49.21 - $50.7 $9.37 Million - $9.66 Million
190,449 Added 8.81%
2,351,153 $118 Million
Q1 2024

May 03, 2024
BUY
$50.05 - $51.32 $2.92 Million - $2.99 Million
58,326 Added 2.77%
2,160,704 $110 Million
Q4 2023

Feb 02, 2024
BUY
$46.72 - $51.48 $1.36 Million - $1.5 Million
29,095 Added 1.4%
2,102,378 $108 Million
Q3 2023

Nov 07, 2023
BUY
$48.03 - $50.28 $2.51 Million - $2.63 Million
52,297 Added 2.59%
2,073,283 $99.7 Million
Q2 2023

Aug 02, 2023
BUY
$49.44 - $51.04 $6.13 Million - $6.33 Million
124,032 Added 6.54%
2,020,986 $101 Million
Q1 2023

May 01, 2023
BUY
$49.01 - $51.53 $10.5 Million - $11 Million
213,559 Added 12.69%
1,896,954 $96.1 Million
Q4 2022

Feb 06, 2023
BUY
$46.74 - $50.68 $3.41 Million - $3.7 Million
73,023 Added 4.53%
1,683,395 $82.7 Million
Q3 2022

Nov 02, 2022
BUY
$47.75 - $52.55 $1.83 Million - $2.01 Million
38,272 Added 2.43%
1,610,372 $77.4 Million
Q2 2022

Aug 01, 2022
BUY
$49.92 - $55.16 $7.22 Million - $7.98 Million
144,674 Added 10.14%
1,572,100 $80.1 Million
Q1 2022

May 10, 2022
BUY
$54.36 - $59.32 $77.6 Million - $84.7 Million
1,427,426 New
1,427,426 $78.6 Million
Q1 2021

May 04, 2021
SELL
$58.48 - $61.79 $199,241 - $210,518
-3,407 Closed
0 $0
Q4 2020

Feb 03, 2021
SELL
$60.4 - $62.05 $2,295 - $2,357
-38 Reduced 1.1%
3,407 $211,000
Q3 2020

Nov 09, 2020
BUY
$60.44 - $62.21 $2,357 - $2,426
39 Added 1.15%
3,445 $210,000
Q2 2020

Jul 31, 2020
BUY
$55.07 - $60.42 $187,568 - $205,790
3,406 New
3,406 $205,000

Others Institutions Holding USIG

# of Institutions
465
Shares Held
177M
Call Options Held
21.4K
Put Options Held
0
View Full List

About ISHARES TR BROAD USD INBD ETFV

USIG Quotes by TradingView
  • Ticker USIG
  • Sector ETFs
  • Industry ETFs
More about USIG
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email