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

Valmark Advisers, Inc.

$7.88 Billion
Q4 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 76,189 shares of IBTJ stock, worth $1.67 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

76,189

Previous 50,324 51.4%

Holding current value

$1.67 Million

Previous $1.11 Million 51.13%

% of portfolio

0.02%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$21.9 - $22.08 $566,443 - $571,099	25,865 Added 51.4%	76,189 $1.67 Million
Q3 2025 Oct 23, 2025	BUY	$21.68 - $22.04 $61,289 - $62,307	2,827 Added 5.95%	50,324 $1.11 Million
Q2 2025 Jul 23, 2025	BUY	$21.57 - $21.99 $140,355 - $143,088	6,507 Added 15.87%	47,497 $1.04 Million
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

199

Shares Held

33.5M

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