Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

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 116,972 shares of IBTG stock, worth $2.68 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

116,972

Previous 60,611 92.99%

Holding current value

$2.68 Million

Previous $1.4 Million 90.84%

% of portfolio

0.04%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$22.72 - $23.0 $1.28 Million - $1.3 Million	56,361 Added 92.99%	116,972 $2.67 Million
Q3 2024 Oct 25, 2024	BUY	$22.55 - $23.1 $424,977 - $435,342	18,846 Added 45.12%	60,611 $1.4 Million
Q2 2024 Jul 31, 2024	BUY	$22.46 - $22.66 $257,840 - $260,136	11,480 Added 37.91%	41,765 $946,000
Q1 2024 May 03, 2024	BUY	$22.62 - $22.94 $445,003 - $451,298	19,673 Added 185.38%	30,285 $687,000
Q4 2023 Feb 02, 2024	BUY	$22.32 - $22.86 $236,859 - $242,590	10,612 New	10,612 $242,000

Others Institutions Holding IBTG

# of Institutions

258

Shares Held

57M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBTG
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Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History