Valmark Advisers, Inc. Ishares Barclays 20+ Year Trea Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Valmark Advisers, Inc. holds 4,692 shares of TLT stock, worth $398,866. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,692

Previous 4,299 9.14%

Holding current value

$398,866

Previous $375,000 13.87%

% of portfolio

0.01%

Previous 0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$85.29 - $92.57 $33,518 - $36,380	393 Added 9.14%	4,692 $427,000
Q4 2024 Jan 30, 2025	BUY	$87.1 - $98.49 $44,856 - $50,722	515 Added 13.61%	4,299 $375,000
Q3 2024 Oct 25, 2024	SELL	$89.91 - $101.33 $25,084 - $28,271	-279 Reduced 6.87%	3,784 $371,000
Q2 2024 Jul 31, 2024	BUY	$87.78 - $94.67 $356,650 - $384,644	4,063 New	4,063 $372,000

Others Institutions Holding TLT

# of Institutions

1,424

Shares Held

456M

Call Options Held

179M

Put Options Held

130M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

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Valmark Advisers, Inc. Ishares Barclays 20+ Year Trea Transaction History