Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History
Valmark Advisers, Inc.
- $6.34 Billion
- Q3 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 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
Others Institutions Holding IBDS
# of Institutions
342Shares Held
83.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$174 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$130 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$83.8 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$78.7 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$74.7 Million1.21% of portfolio