Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2029 Tre Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Valmark Advisers, Inc. holds 40,990 shares of IBTJ stock, worth $892,762. This represents 0.01% of its overall portfolio holdings.

Number of Shares

40,990

Previous 38,591 6.22%

Holding current value

$892,762

Previous $823,000 8.38%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$21.16 - $21.77 $50,762 - $52,226	2,399 Added 6.22%	40,990 $892,000
Q4 2024 Jan 30, 2025	BUY	$21.25 - $22.07 $203,171 - $211,011	9,561 Added 32.93%	38,591 $823,000
Q3 2024 Oct 25, 2024	BUY	$21.22 - $22.22 $152,911 - $160,117	7,206 Added 33.02%	29,030 $641,000
Q2 2024 Jul 31, 2024	BUY	$21.0 - $21.44 $66,927 - $68,329	3,187 Added 17.1%	21,824 $466,000
Q1 2024 May 03, 2024	BUY	$21.33 - $21.86 $397,527 - $407,404	18,637 New	18,637 $400,000

Others Institutions Holding IBTJ

# of Institutions

170

Shares Held

24.1M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TRE

Ticker IBTJ
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Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2029 Tre Transaction History