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 39,623 shares of IBMP stock, worth $991,367. This represents 0.02% of its overall portfolio holdings.

Number of Shares
39,623
Previous 32,148 23.25%
Holding current value
$991,367
Previous $817,000 22.03%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$24.34 - $25.21 $1,947 - $2,016
80 Added 0.47%
16,961 $425,000
Q3 2022

Nov 02, 2022

SELL
$24.62 - $25.71 $45,325 - $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

About ISHARES TR IBONDS DECEMBER 202


  • Ticker IBMP
  • Sector ETFs
  • Industry ETFs
More about IBMP
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