Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History
Valmark Advisers, Inc.
- $6.34 Billion
- Q3 2024
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
Others Institutions Holding IBTH
# of Institutions
199Shares Held
32.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$71.9 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA3.05MShares$67.9 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$35.6 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.37MShares$30.4 Million0.21% of portfolio
-
Confluence Investment Management LLC1.36MShares$30.2 Million0.43% of portfolio