Valmark Advisers, Inc. Ishares Ibonds Dec 2025 Term C Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Valmark Advisers, Inc. holds 116,552 shares of IBDQ stock, worth $2.93 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

116,552

Previous 100,908 15.5%

Holding current value

$2.93 Million

Previous $2.53 Million 15.28%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$25.0 - $25.11 $391,100 - $392,820	15,644 Added 15.5%	116,552 $2.92 Million
Q3 2024 Oct 25, 2024	BUY	$24.78 - $25.11 $395,786 - $401,056	15,972 Added 18.8%	100,908 $2.53 Million
Q2 2024 Jul 31, 2024	BUY	$24.69 - $24.86 $507,478 - $510,972	20,554 Added 31.93%	84,936 $2.11 Million
Q1 2024 May 03, 2024	BUY	$24.7 - $24.84 $919,630 - $924,842	37,232 Added 137.13%	64,382 $1.6 Million
Q4 2023 Feb 02, 2024	BUY	$24.29 - $24.76 $53,438 - $54,472	2,200 Added 8.82%	27,150 $672,000
Q3 2023 Nov 07, 2023	BUY	$24.29 - $24.48 $160,241 - $161,494	6,597 Added 35.95%	24,950 $608,000
Q2 2023 Aug 02, 2023	BUY	$24.34 - $24.65 $148,474 - $150,365	6,100 Added 49.78%	18,353 $447,000
Q1 2023 May 01, 2023	BUY	$24.13 - $24.64 $295,664 - $301,913	12,253 New	12,253 $300,000

Others Institutions Holding IBDQ

# of Institutions

420

Shares Held

94.6M

Call Options Held

Put Options Held

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About ISHARES IBONDS DEC 2025 TERM C

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Valmark Advisers, Inc. Ishares Ibonds Dec 2025 Term C Transaction History