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iShares S&P Global 100 Index shares owned by ValMark Advisers

Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in iShares S&P Global 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global 100 Index held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global 100 Index by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $702k 8.7k 80.52
2023-09-30 $935k 13k 73.24
2023-06-30 $1.8M 23k 76.06
2023-03-31 $1.9M 27k 70.06
2022-12-31 $1.8M 27k 64.05
2022-09-30 $1.2M 20k 59.50

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding iShares S&P Global 100 Index

Assetmark
Old National Trust Company
Amplius Wealth Advisors
Bank of America Corporation
UBS Group
Advisor Group Holdings
Beaumont Financial Advisors
Royal Bank of Canada
Raymond James & Associates
Wells Fargo & Company
Raymond James Financial Services Advisors
Kaye Capital Management
Commonwealth Equity Services
H D Vest Advisory Services
Wealth Enhancement Advisory Services

View all funds holding iShares S&P Global 100 Index