Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History

Valmark Advisers, Inc.

  • $6.34 Billion
  • Q3 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Valmark Advisers, Inc. holds 73,038 shares of IBDR stock, worth $1.73 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
73,038
Previous 56,490 29.29%
Holding current value
$1.73 Million
Previous $1.35 Million 28.92%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$23.75 - $23.75 $393,015 - $393,015
16,548 Added 29.29%
73,038 $1.73 Million
Q2 2024

Jul 31, 2024
BUY
$23.65 - $23.82 $470,043 - $473,422
19,875 Added 54.28%
56,490 $1.35 Million
Q1 2024

May 03, 2024
BUY
$23.76 - $23.98 $599,203 - $604,751
25,219 Added 221.3%
36,615 $873,000
Q4 2023

Feb 02, 2024
BUY
$23.15 - $23.9 $48,915 - $50,500
2,113 Added 22.76%
11,396 $272,000
Q3 2023

Nov 07, 2023
BUY
$23.28 - $23.6 $216,108 - $219,078
9,283 New
9,283 $216,000

Others Institutions Holding IBDR

# of Institutions
373
Shares Held
89.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email