Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2031 Ter Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Valmark Advisers, Inc. holds 10,573 shares of IBDW stock, worth $219,706. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,573

Holding current value

$219,706

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$20.1 - $20.8 $212,517 - $219,918	10,573 New	10,573 $219,000

Others Institutions Holding IBDW

# of Institutions

205

Shares Held

57.5M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

5.98M
Shares

$124 Million
1.38% of portfolio
Capital Investment Advisors, LLC

2.83M
Shares

$58.8 Million
1.19% of portfolio
Bank Of America Corp Charlotte, NC

2.7M
Shares

$56.1 Million
0.0% of portfolio
Morgan Stanley New York, NY

2.66M
Shares

$55.2 Million
0.0% of portfolio
Venture Visionary Partners LLC

2.24M
Shares

$46.5 Million
2.03% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2031 Ter Transaction History