Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History

Valmark Advisers, Inc.

$7.6 Billion
Q3 2025

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 111,958 shares of IBDS stock, worth $2.73 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

111,958

Previous 114,080 1.86%

Holding current value

$2.73 Million

Previous $2.77 Million 1.55%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$24.14 - $24.34 $51,225 - $51,649	-2,122 Reduced 1.86%	111,958 $2.73 Million
Q2 2025 Jul 23, 2025	BUY	$23.96 - $24.27 $459,912 - $465,862	19,195 Added 20.23%	114,080 $2.77 Million
Q1 2025 Apr 22, 2025	BUY	$23.9 - $24.18 $591,142 - $598,068	24,734 Added 35.26%	94,885 $2.29 Million
Q4 2024 Jan 30, 2025	BUY	$23.88 - $24.32 $383,202 - $390,263	16,047 Added 29.66%	70,151 $1.68 Million
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

# of Institutions

419

Shares Held

109M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

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Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History