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 66,153 shares of IBDU stock, worth $1.52 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
66,153
Previous 52,022 27.16%
Holding current value
$1.52 Million
Previous $1.22 Million 23.3%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025

BUY
$22.71 - $23.47 $320,915 - $331,654
14,131 Added 27.16%
66,153 $1.51 Million
Q3 2024

Oct 25, 2024

BUY
$22.51 - $23.57 $449,794 - $470,975
19,982 Added 62.37%
52,022 $1.22 Million
Q2 2024

Jul 31, 2024

BUY
$22.29 - $22.77 $410,849 - $419,696
18,432 Added 135.45%
32,040 $726,000
Q1 2024

May 03, 2024

BUY
$22.61 - $23.1 $307,676 - $314,344
13,608 New
13,608 $310,000

Others Institutions Holding IBDU

About ISHARES TR IBONDS DEC 2029 TER


  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
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