Valmark Advisers, Inc. Ishares Morningstar Small Cap Transaction History

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Valmark Advisers, Inc. holds 7,982 shares of ISCG stock, worth $408,438. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,982
Previous 16,310 51.06%
Holding current value
$408,438
Previous $798,000 50.63%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 30, 2025
SELL
$48.22 - $54.03 $401,576 - $449,961
-8,328 Reduced 51.06%
7,982 $394,000
Q3 2024

Oct 25, 2024
BUY
$44.24 - $49.07 $721,554 - $800,331
16,310 New
16,310 $798,000
Q2 2021

Aug 06, 2021
SELL
$47.38 - $52.6 $277,836 - $308,446
-5,864 Closed
0 $0
Q1 2021

May 04, 2021
BUY
$48.34 - $58.15 $283,465 - $340,991
5,864 New
5,864 $1.76 Million
Q4 2020

Feb 03, 2021
SELL
$40.02 - $52.33 $285,822 - $373,740
-7,142 Closed
0 $0
Q3 2020

Nov 09, 2020
BUY
$36.48 - $41.08 $260,540 - $293,393
7,142 New
7,142 $1.7 Million

Others Institutions Holding ISCG

# of Institutions
141
Shares Held
7.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

ISCG Quotes by TradingView
  • Ticker ISCG
  • Sector ETFs
  • Industry ETFs
More about ISCG
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