Valmark Advisers, Inc. Ishares Tr Ibonds December 202 Transaction History

Valmark Advisers, Inc.

$7.6 Billion
Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Valmark Advisers, Inc. holds 64,331 shares of IBMO stock, worth $1.65 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

64,331

Previous 63,358 1.54%

Holding current value

$1.65 Million

Previous $1.62 Million 1.66%

% of portfolio

0.02%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$25.58 - $25.72 $24,889 - $25,025	973 Added 1.54%	64,331 $1.65 Million
Q2 2025 Jul 23, 2025	BUY	$25.32 - $25.63 $129,385 - $130,969	5,110 Added 8.77%	63,358 $1.62 Million
Q1 2025 Apr 22, 2025	SELL	$25.45 - $25.6 $76,171 - $76,620	-2,993 Reduced 4.89%	58,248 $1.49 Million
Q4 2024 Jan 30, 2025	BUY	$25.4 - $25.62 $310,286 - $312,973	12,216 Added 24.92%	61,241 $1.56 Million
Q3 2024 Oct 25, 2024	SELL	$25.26 - $25.66 $110,335 - $112,082	-4,368 Reduced 8.18%	49,025 $1.26 Million
Q2 2024 Jul 31, 2024	BUY	$25.16 - $25.33 $244,857 - $246,511	9,732 Added 22.29%	53,393 $1.35 Million
Q1 2024 May 03, 2024	BUY	$25.35 - $25.52 $156,054 - $157,101	6,156 Added 16.41%	43,661 $1.11 Million
Q4 2023 Feb 02, 2024	BUY	$24.71 - $25.52 $33,457 - $34,554	1,354 Added 3.75%	37,505 $956,000
Q3 2023 Nov 07, 2023	BUY	$24.76 - $25.26 $106,542 - $108,693	4,303 Added 13.51%	36,151 $896,000
Q2 2023 Aug 02, 2023	BUY	$24.96 - $25.63 $173,397 - $178,051	6,947 Added 27.9%	31,848 $801,000
Q1 2023 May 01, 2023	SELL	$24.99 - $25.64 $5,372 - $5,512	-215 Reduced 0.86%	24,901 $635,000
Q4 2022 Feb 06, 2023	BUY	$24.52 - $25.33 $204,349 - $211,100	8,334 Added 49.66%	25,116 $633,000
Q3 2022 Nov 02, 2022	SELL	$24.63 - $25.76 $44,654 - $46,702	-1,813 Reduced 9.75%	16,782 $413,000
Q2 2022 Aug 01, 2022	SELL	$24.88 - $25.49 $51,004 - $52,254	-2,050 Reduced 9.93%	18,595 $471,000
Q1 2022 May 10, 2022	SELL	$25.42 - $26.86 $9,202 - $9,723	-362 Reduced 1.72%	20,645 $527,000
Q4 2021 Feb 02, 2022	BUY	$26.8 - $26.92 $11,014 - $11,064	411 Added 2.0%	21,007 $565,000
Q3 2021 Nov 09, 2021	BUY	$26.88 - $27.14 $27,847 - $28,117	1,036 Added 5.3%	20,596 $554,000
Q2 2021 Aug 06, 2021	BUY	$26.77 - $27.05 $73,376 - $74,144	2,741 Added 16.3%	19,560 $528,000
Q1 2021 May 04, 2021	BUY	$26.74 - $27.23 $85,059 - $86,618	3,181 Added 23.32%	16,819 $451,000
Q4 2020 Feb 03, 2021	BUY	$26.8 - $27.1 $365,498 - $369,589	13,638 New	13,638 $369,000

Others Institutions Holding IBMO

# of Institutions

195

Shares Held

19.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DECEMBER 202

Ticker IBMO
Sector ETFs
Industry ETFs

More about IBMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Account

Valmark Advisers, Inc. Ishares Tr Ibonds December 202 Transaction History