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

Valmark Advisers, Inc.

$7.08 Billion
Q2 2025

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 112,534 shares of IBDT stock, worth $2.87 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

112,534

Previous 94,232 19.42%

Holding current value

$2.87 Million

Previous $2.38 Million 20.17%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$24.94 - $25.42 $456,451 - $465,236	18,302 Added 19.42%	112,534 $2.86 Million
Q1 2025 Apr 22, 2025	BUY	$24.79 - $25.26 $429,734 - $437,882	17,335 Added 22.54%	94,232 $2.38 Million
Q4 2024 Jan 30, 2025	BUY	$24.82 - $25.48 $723,974 - $743,226	29,169 Added 61.12%	76,897 $1.91 Million
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

389

Shares Held

92.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

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