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

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 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 70,779 shares of IBTH stock, worth $1.58 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
70,779
Previous 55,264 28.07%
Holding current value
$1.58 Million
Previous $1.25 Million 25.58%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
233
Shares Held
45.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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  • Ticker IBTH
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