Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2029 Ter Transaction History
Valmark Advisers, Inc.
- $6.54 Billion
- Q1 2025
A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Valmark Advisers, Inc. holds 81,606 shares of IBDU stock, worth $1.89 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
81,606
Previous 66,153
23.36%
Holding current value
$1.89 Million
Previous $1.51 Million
25.13%
% of portfolio
0.03%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding IBDU
# of Institutions
295Shares Held
89.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$142 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$110 Million1.22% of portfolio
-
Capital Advisors Inc4.25MShares$98.7 Million2.01% of portfolio
-
Morgan Stanley New York, NY4.08MShares$94.7 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.59MShares$83.3 Million7.66% of portfolio