A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Valmark Advisers, Inc. holds 55,264 shares of IBTH stock, worth $1.23 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
55,264
Previous 36,101 53.08%
Holding current value
$1.23 Million
Previous $797,000 56.96%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$21.96 - $22.69 $420,819 - $434,808
19,163 Added 53.08%
55,264 $1.25 Million
Q2 2024

Jul 31, 2024

BUY
$21.83 - $22.09 $257,659 - $260,728
11,803 Added 48.58%
36,101 $797,000
Q1 2024

May 03, 2024

BUY
$22.05 - $22.46 $296,065 - $301,570
13,427 Added 123.51%
24,298 $538,000
Q4 2023

Feb 02, 2024

BUY
$21.61 - $22.41 $234,922 - $243,619
10,871 New
10,871 $243,000

Others Institutions Holding IBTH

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBTH
  • Sector ETFs
  • Industry ETFs
More about IBTH
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