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

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024

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 38,591 shares of IBTJ stock, worth $833,951. This represents 0.01% of its overall portfolio holdings.

Number of Shares
38,591
Previous 29,030 32.93%
Holding current value
$833,951
Previous $641,000 28.39%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
151
Shares Held
17M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

IBTJ Quotes by TradingView
  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
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