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

Valmark Advisers, Inc.

$6.54 Billion
Q1 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 94,885 shares of IBDS stock, worth $2.3 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

94,885

Previous 70,151 35.26%

Holding current value

$2.3 Million

Previous $1.68 Million 36.55%

% of portfolio

0.04%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

399

Shares Held

104M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

More about IBDS

Track This Portfolio

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.

Account

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