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

Valmark Advisers, Inc.

$6.54 Billion
Q1 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 59,528 shares of IBMP stock, worth $1.5 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

59,528

Previous 62,070 4.1%

Holding current value

$1.5 Million

Previous $1.56 Million 3.59%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$25.1 - $25.34 $63,804 - $64,414	-2,542 Reduced 4.1%	59,528 $1.5 Million
Q4 2024 Jan 30, 2025	BUY	$25.08 - $25.43 $426,535 - $432,488	17,007 Added 37.74%	62,070 $1.56 Million
Q3 2024 Oct 25, 2024	BUY	$24.92 - $25.47 $34,539 - $35,301	1,386 Added 3.17%	45,063 $1.15 Million
Q2 2024 Jul 31, 2024	BUY	$24.83 - $25.08 $100,660 - $101,674	4,054 Added 10.23%	43,677 $1.09 Million
Q1 2024 May 03, 2024	BUY	$25.17 - $25.41 $188,145 - $189,939	7,475 Added 23.25%	39,623 $997,000
Q4 2023 Feb 02, 2024	BUY	$24.36 - $25.42 $284,427 - $296,803	11,676 Added 57.03%	32,148 $817,000
Q3 2023 Nov 07, 2023	SELL	$24.48 - $25.15 $34,247 - $35,184	-1,399 Reduced 6.4%	20,472 $501,000
Q2 2023 Aug 02, 2023	BUY	$24.82 - $25.61 $110,672 - $114,194	4,459 Added 25.61%	21,871 $548,000
Q1 2023 May 01, 2023	BUY	$24.89 - $25.65 $11,225 - $11,568	451 Added 2.66%	17,412 $443,000
Q4 2022 Feb 06, 2023	BUY	$24.29 - $25.21 $1,943 - $2,016	80 Added 0.47%	16,961 $425,000
Q3 2022 Nov 02, 2022	SELL	$24.39 - $25.71 $44,901 - $47,332	-1,841 Reduced 9.83%	16,881 $412,000
Q2 2022 Aug 01, 2022	SELL	$24.68 - $25.42 $41,339 - $42,578	-1,675 Reduced 8.21%	18,722 $471,000
Q1 2022 May 10, 2022	SELL	$25.38 - $27.0 $9,923 - $10,557	-391 Reduced 1.88%	20,397 $519,000
Q4 2021 Feb 02, 2022	BUY	$26.86 - $27.05 $558,365 - $562,315	20,788 New	20,788 $562,000

Others Institutions Holding IBMP

# of Institutions

165

Shares Held

19.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DECEMBER 202

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