Valley National Advisers Inc Ishares Tr Ibonds Dec 2028 Ter Transaction History

Valley National Advisers Inc

$554 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$24.81 - $25.19 $843 - $856	34 Added 0.6%	5,723 $143,000
Q1 2024 Apr 19, 2024	BUY	$25.27 - $25.61 $143,761 - $145,695	5,689 New	5,689 $143,000

Others Institutions Holding IBMQ

# of Institutions

128

Shares Held

13.4M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.12M
Shares

$28.1 Million
0.0% of portfolio
Envestnet Asset Management Inc

865K
Shares

$21.7 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

822K
Shares

$20.7 Million
0.05% of portfolio
Clearstead Advisors, LLC Cleveland, OH

818K
Shares

$20.6 Million
0.33% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

754K
Shares

$18.9 Million
0.54% of portfolio

About ISHARES TR IBONDS DEC 2028 TER

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