Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2025 Ter Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Valmark Advisers, Inc. holds 126,273 shares of IBTF stock, worth $2.95 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

126,273

Previous 109,506 15.31%

Holding current value

$2.95 Million

Previous $2.56 Million 14.82%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$23.25 - $23.37 $389,832 - $391,844	16,767 Added 15.31%	126,273 $2.94 Million
Q3 2024 Oct 25, 2024	BUY	$23.13 - $23.43 $430,796 - $436,383	18,625 Added 20.49%	109,506 $2.56 Million
Q2 2024 Jul 31, 2024	BUY	$23.1 - $23.22 $298,244 - $299,793	12,911 Added 16.56%	90,881 $2.11 Million
Q1 2024 May 03, 2024	BUY	$23.16 - $23.36 $988,399 - $996,934	42,677 Added 120.92%	77,970 $1.81 Million
Q4 2023 Feb 02, 2024	BUY	$22.97 - $23.28 $203,904 - $206,656	8,877 Added 33.6%	35,293 $821,000
Q3 2023 Nov 07, 2023	BUY	$23.01 - $23.2 $182,216 - $183,720	7,919 Added 42.81%	26,416 $609,000
Q2 2023 Aug 02, 2023	BUY	$23.13 - $23.6 $201,948 - $206,051	8,731 Added 89.4%	18,497 $427,000
Q1 2023 May 01, 2023	BUY	$22.99 - $23.65 $224,520 - $230,965	9,766 New	9,766 $229,000

Others Institutions Holding IBTF

# of Institutions

294

Shares Held

73.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2025 TER

Ticker IBTF
Sector ETFs
Industry ETFs

More about IBTF

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 Dec 2025 Ter Transaction History