Ishares Tr shares owned by ValMark Advisers
Historical chart of ValMark Advisers investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $458k | 8.0k | 57.31 |
| 2025-06-30 | $439k | 8.1k | 53.93 |
| 2025-03-31 | $356k | 7.6k | 46.67 |
| 2024-12-31 | $380k | 7.6k | 49.72 |
| 2024-09-30 | $349k | 7.1k | 49.08 |
| 2024-06-30 | $372k | 8.0k | 46.58 |
| 2024-03-31 | $282k | 6.2k | 45.15 |
| 2023-12-31 | $248k | 6.2k | 39.82 |
| 2023-09-30 | $216k | 6.2k | 34.66 |
| 2023-06-30 | $224k | 6.2k | 35.95 |
| 2023-03-31 | $206k | 6.2k | 33.07 |