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

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 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 76,897 shares of IBDT stock, worth $1.92 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
76,897
Previous 47,728 61.12%
Holding current value
$1.92 Million
Previous $1.22 Million 57.14%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
325
Shares Held
73.9M
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
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