Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2032 Ter Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Valmark Advisers, Inc. holds 8,777 shares of IBDX stock, worth $219,249. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,777

Holding current value

$219,249

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$24.21 - $25.09 $212,491 - $220,214	8,777 New	8,777 $219,000

Others Institutions Holding IBDX

# of Institutions

148

Shares Held

35.1M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

4M
Shares

$100 Million
1.12% of portfolio
Wells Fargo & Company San Francisco, CA

2.59M
Shares

$64.6 Million
0.02% of portfolio
Capital Investment Advisors, LLC

2.49M
Shares

$62.1 Million
1.26% of portfolio
Bank Of America Corp Charlotte, NC

2.23M
Shares

$55.8 Million
0.0% of portfolio
First Interstate Bank Billings, MT

2.03M
Shares

$50.7 Million
3.13% of portfolio

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About ISHARES TR IBONDS DEC 2032 TER

Ticker IBDX
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Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2032 Ter Transaction History