Valmark Advisers, Inc. Ihares Core 1 5 Years Usd Bond Transaction History

Valmark Advisers, Inc.

$6.34 Billion
Q3 2024

A detailed history of Valmark Advisers, Inc. transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Valmark Advisers, Inc. holds 46,933 shares of ISTB stock, worth $2.25 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

46,933

Previous 47,682 1.57%

Holding current value

$2.25 Million

Previous $2.26 Million 1.15%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$47.18 - $48.74 $35,337 - $36,506	-749 Reduced 1.57%	46,933 $2.28 Million
Q2 2024 Jul 31, 2024	SELL	$46.84 - $47.46 $8,712 - $8,827	-186 Reduced 0.39%	47,682 $2.26 Million
Q1 2024 May 03, 2024	SELL	$47.16 - $47.73 $28,201 - $28,542	-598 Reduced 1.23%	47,868 $2.27 Million
Q4 2023 Feb 02, 2024	SELL	$46.0 - $47.56 $35,466 - $36,668	-771 Reduced 1.57%	48,466 $2.31 Million
Q3 2023 Nov 07, 2023	BUY	$46.26 - $46.9 $234,168 - $237,407	5,062 Added 11.46%	49,237 $2.28 Million
Q2 2023 Aug 02, 2023	SELL	$46.63 - $47.38 $42,479 - $43,163	-911 Reduced 2.02%	44,175 $2.06 Million
Q1 2023 May 01, 2023	SELL	$46.16 - $47.28 $240,124 - $245,950	-5,202 Reduced 10.34%	45,086 $2.13 Million
Q4 2022 Feb 06, 2023	BUY	$45.61 - $46.84 $2.05 Million - $2.1 Million	44,910 Added 835.07%	50,288 $2.34 Million
Q2 2022 Aug 01, 2022	SELL	$46.78 - $48.31 $241,525 - $249,424	-5,163 Reduced 48.98%	5,378 $255,000
Q1 2022 May 10, 2022	BUY	$48.28 - $50.36 $508,919 - $530,844	10,541 New	10,541 $511,000

Others Institutions Holding ISTB

# of Institutions

387

Shares Held

57.7M

Call Options Held

Put Options Held

View Full List

About IHARES CORE 1-5 YEARS USD BOND

Ticker ISTB
Sector ETFs
Industry ETFs

More about ISTB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Account

Valmark Advisers, Inc. Ihares Core 1 5 Years Usd Bond Transaction History