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

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024

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 70,151 shares of IBDS stock, worth $1.69 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
70,151
Previous 54,104 29.66%
Holding current value
$1.69 Million
Previous $1.32 Million 27.47%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
378
Shares Held
97.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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