Valley National Advisers Inc Ishares Tr Ibonds 2026 Term Hi Transaction History

Valley National Advisers Inc

$554 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$22.68 - $22.96 $476 - $482	21 Added 1.84%	1,165 $26,000
Q1 2024 Apr 19, 2024	BUY	$22.8 - $23.08 $319 - $323	14 Added 1.24%	1,144 $26,000
Q4 2023 Jan 25, 2024	BUY	$22.13 - $23.05 $619 - $645	28 Added 2.54%	1,130 $25,000
Q3 2023 Nov 13, 2023	BUY	$22.42 - $22.82 $448 - $456	20 Added 1.85%	1,102 $25,000
Q2 2023 Jul 31, 2023	BUY	$22.35 - $22.8 $312 - $319	14 Added 1.31%	1,082 $25,000
Q1 2023 Apr 26, 2023	BUY	$22.21 - $23.09 $421 - $438	19 Added 1.81%	1,068 $24,000
Q4 2022 Jan 12, 2023	BUY	$21.73 - $22.84 $369 - $388	17 Added 1.65%	1,049 $24,000
Q3 2022 Nov 08, 2022	BUY	$21.85 - $23.5 $437 - $470	20 Added 1.98%	1,032 $23,000
Q2 2022 Jul 15, 2022	BUY	$22.12 - $24.44 $309 - $342	14 Added 1.4%	1,012 $23,000
Q1 2022 May 06, 2022	BUY	$23.88 - $25.41 $191 - $203	8 Added 0.81%	998 $24,000
Q4 2021 Feb 11, 2022	BUY	$24.98 - $25.51 $24,730 - $25,254	990 New	990 $25,000

Others Institutions Holding IBHF

# of Institutions

90

Shares Held

12.8M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.34M
Shares

$54 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

1.19M
Shares

$27.5 Million
0.09% of portfolio
Ashton Thomas Private Wealth, LLC Scottsdale, AZ

632K
Shares

$14.6 Million
0.78% of portfolio
Northwestern Mutual Wealth Management CO

625K
Shares

$14.4 Million
0.01% of portfolio
Ruggaard & Associates LLC Twinsburg, OH

575K
Shares

$13.3 Million
5.86% of portfolio

About ISHARES TR IBONDS 2026 TERM HI

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