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 17,516 shares of IBDW stock, worth $373,791. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,516
Previous 11,808 48.34%
Holding current value
$373,791
Previous $248,000 49.6%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$20.77 - $21.32 $118,555 - $121,694
5,708 Added 48.34%
17,516 $371,000
Q2 2025

Jul 23, 2025

BUY
$20.23 - $21.04 $24,984 - $25,984
1,235 Added 11.68%
11,808 $248,000
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

About ISHARES TR IBONDS DEC 2031 TER


  • Ticker IBDW
More about IBDW
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