A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Valmark Advisers, Inc. holds 54,104 shares of IBDS stock, worth $1.29 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
54,104
Previous 37,583 43.96%
Holding current value
$1.29 Million
Previous $891,000 47.92%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 25, 2024

BUY
$23.63 - $24.42 $390,391 - $403,442
16,521 Added 43.96%
54,104 $1.32 Million
Q2 2024

Jul 31, 2024

BUY
$23.48 - $23.77 $463,753 - $469,481
19,751 Added 110.76%
37,583 $891,000
Q1 2024

May 03, 2024

BUY
$23.67 - $24.03 $214,852 - $218,120
9,077 Added 103.68%
17,832 $424,000
Q4 2023

Feb 02, 2024

BUY
$22.84 - $23.94 $199,964 - $209,594
8,755 New
8,755 $209,000

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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.