Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Valmark Advisers, Inc. holds 77,220 shares of IBTI stock, worth $1.71 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

77,220

Previous 70,807 9.06%

Holding current value

$1.71 Million

Previous $1.55 Million 10.84%

% of portfolio

0.03%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$21.77 - $22.25 $139,611 - $142,689	6,413 Added 9.06%	77,220 $1.72 Million
Q4 2024 Jan 30, 2025	BUY	$21.81 - $22.48 $921,799 - $950,117	42,265 Added 148.08%	70,807 $1.55 Million
Q3 2024 Oct 25, 2024	BUY	$21.7 - $22.6 $155,697 - $162,155	7,175 Added 33.58%	28,542 $642,000
Q2 2024 Jul 31, 2024	BUY	$21.51 - $21.88 $68,143 - $69,315	3,168 Added 17.41%	21,367 $466,000
Q1 2024 May 03, 2024	BUY	$21.79 - $22.29 $396,556 - $405,655	18,199 New	18,199 $399,000

Others Institutions Holding IBTI

# of Institutions

194

Shares Held

37.2M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBTI
Sector ETFs
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Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History