Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History
Valmark Advisers, Inc.
- $6.54 Billion
- Q1 2025
A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Valmark Advisers, Inc. holds 127,839 shares of IBTG stock, worth $2.93 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
127,839
Previous 116,972
9.29%
Holding current value
$2.93 Million
Previous $2.67 Million
9.9%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding IBTG
# of Institutions
279Shares Held
64.9MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Kovitz Investment Group Partners, LLC4.58MShares$105 Million0.58% of portfolio
-
Morgan Stanley New York, NY3.94MShares$90.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$74.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$63.2 Million0.01% of portfolio