Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

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 84,271 shares of IBTH stock, worth $1.89 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

84,271

Previous 70,779 19.06%

Holding current value

$1.89 Million

Previous $1.57 Million 20.24%

% of portfolio

0.03%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$22.11 - $22.43 $298,308 - $302,625	13,492 Added 19.06%	84,271 $1.89 Million
Q4 2024 Jan 30, 2025	BUY	$22.1 - $22.59 $342,881 - $350,483	15,515 Added 28.07%	70,779 $1.57 Million
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

# of Institutions

253

Shares Held

53.8M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
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Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History