Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History

Valmark Advisers, Inc.

  • $6.34 Billion
  • Q3 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Valmark Advisers, Inc. holds 47,728 shares of IBDT stock, worth $1.19 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
47,728
Previous 29,349 62.62%
Holding current value
$1.19 Million
Previous $726,000 67.77%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 25, 2024
BUY
$24.62 - $25.59 $452,490 - $470,318
18,379 Added 62.62%
47,728 $1.22 Million
Q2 2024

Jul 31, 2024
BUY
$24.4 - $24.86 $412,555 - $420,332
16,908 Added 135.91%
29,349 $726,000
Q1 2024

May 03, 2024
BUY
$24.69 - $25.14 $307,168 - $312,766
12,441 New
12,441 $309,000

Others Institutions Holding IBDT

# of Institutions
302
Shares Held
67.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBDT Quotes by TradingView
  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
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.

Choose your preferred platform and Sign Up 👇 Telegram Email