Valmark Advisers, Inc. Ishares Tr Exponential Technol Transaction History

Valmark Advisers, Inc.

$7.6 Billion
Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Valmark Advisers, Inc. holds 67,761 shares of XT stock, worth $4.99 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

67,761

Previous 67,542 0.32%

Holding current value

$4.99 Million

Previous $4.41 Million 10.6%

% of portfolio

0.06%

Previous 0.06%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$65.04 - $71.97 $14,243 - $15,761	219 Added 0.32%	67,761 $4.87 Million
Q2 2025 Jul 23, 2025	BUY	$49.86 - $65.25 $9,972 - $13,050	200 Added 0.3%	67,542 $4.41 Million
Q1 2025 Apr 22, 2025	BUY	$57.56 - $64.0 $349,792 - $388,928	6,077 Added 9.92%	67,342 $3.88 Million
Q4 2024 Jan 30, 2025	BUY	$58.7 - $62.72 $131,898 - $140,931	2,247 Added 3.81%	61,265 $3.66 Million
Q3 2024 Oct 25, 2024	BUY	$54.51 - $61.59 $173,614 - $196,164	3,185 Added 5.7%	59,018 $3.59 Million

Q2 2024 Jul 31, 2024	BUY	$54.45 - $59.72 $371,294 - $407,230	6,819 Added 13.91%	55,833 $3.28 Million
Q1 2024 May 03, 2024	BUY	$56.54 - $61.02 $56,426 - $60,897	998 Added 2.08%	49,014 $2.92 Million
Q4 2023 Feb 02, 2024	BUY	$48.21 - $60.43 $144,967 - $181,713	3,007 Added 6.68%	48,016 $2.87 Million
Q3 2023 Nov 07, 2023	BUY	$51.24 - $58.44 $60,155 - $68,608	1,174 Added 2.68%	45,009 $2.35 Million
Q2 2023 Aug 02, 2023	BUY	$49.89 - $56.59 $662,988 - $752,024	13,289 Added 43.5%	43,835 $2.44 Million
Q1 2023 May 01, 2023	BUY	$47.43 - $55.75 $79,255 - $93,158	1,671 Added 5.79%	30,546 $1.61 Million
Q4 2022 Feb 06, 2023	BUY	$43.76 - $51.48 $119,946 - $141,106	2,741 Added 10.49%	28,875 $1.37 Million
Q3 2022 Nov 02, 2022	SELL	$44.57 - $54.25 $1.38 Million - $1.68 Million	-31,013 Reduced 54.27%	26,134 $1.17 Million
Q2 2022 Aug 01, 2022	BUY	$45.91 - $60.17 $2.12 Million - $2.77 Million	46,078 Added 416.28%	57,147 $2.74 Million
Q1 2022 May 10, 2022	BUY	$53.33 - $66.42 $362,110 - $450,991	6,790 Added 158.68%	11,069 $654,000
Q4 2021 Feb 02, 2022	BUY	$61.75 - $67.29 $41,990 - $45,757	680 Added 18.89%	4,279 $283,000
Q3 2021 Nov 09, 2021	BUY	$61.98 - $66.61 $223,066 - $239,729	3,599 New	3,599 $226,000

Others Institutions Holding XT

# of Institutions

304

Shares Held

42.2M

Call Options Held

Put Options Held

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About ISHARES TR EXPONENTIAL TECHNOL

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Valmark Advisers, Inc. Ishares Tr Exponential Technol Transaction History