Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2025 Ter Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Valmark Advisers, Inc. holds 63,001 shares of IBMN stock, worth $1.68 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

63,001

Previous 48,384 30.21%

Holding current value

$1.68 Million

Previous $1.29 Million 30.1%

% of portfolio

0.03%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$26.55 - $26.67 $388,081 - $389,835	14,617 Added 30.21%	63,001 $1.68 Million
Q3 2024 Oct 25, 2024	SELL	$26.42 - $26.67 $100,184 - $101,132	-3,792 Reduced 7.27%	48,384 $1.29 Million
Q2 2024 Jul 31, 2024	BUY	$26.34 - $26.49 $238,535 - $239,893	9,056 Added 21.0%	52,176 $1.38 Million
Q1 2024 May 03, 2024	BUY	$26.4 - $26.55 $88,360 - $88,862	3,347 Added 8.42%	43,120 $1.14 Million
Q4 2023 Feb 02, 2024	BUY	$26.02 - $26.55 $54,876 - $55,993	2,109 Added 5.6%	39,773 $1.06 Million
Q3 2023 Nov 07, 2023	BUY	$26.08 - $26.38 $113,369 - $114,673	4,347 Added 13.05%	37,664 $982,000
Q2 2023 Aug 02, 2023	BUY	$26.14 - $26.64 $188,913 - $192,527	7,227 Added 27.7%	33,317 $877,000
Q1 2023 May 01, 2023	SELL	$26.16 - $26.7 $14,806 - $15,112	-566 Reduced 2.12%	26,090 $694,000
Q4 2022 Feb 06, 2023	BUY	$25.83 - $26.5 $11,106 - $11,395	430 Added 1.64%	26,656 $702,000
Q3 2022 Nov 02, 2022	SELL	$25.89 - $26.92 $41,734 - $43,395	-1,612 Reduced 5.79%	26,226 $680,000
Q2 2022 Aug 01, 2022	SELL	$26.16 - $26.71 $184,009 - $187,878	-7,034 Reduced 20.17%	27,838 $741,000
Q1 2022 May 10, 2022	BUY	$26.58 - $27.86 $21,184 - $22,204	797 Added 2.34%	34,872 $930,000
Q4 2021 Feb 02, 2022	BUY	$27.84 - $27.95 $397,332 - $398,902	14,272 Added 72.07%	34,075 $949,000
Q3 2021 Nov 09, 2021	SELL	$27.95 - $28.15 $132,175 - $133,121	-4,729 Reduced 19.28%	19,803 $554,000
Q2 2021 Aug 06, 2021	BUY	$27.92 - $28.12 $71,531 - $72,043	2,562 Added 11.66%	24,532 $687,000
Q1 2021 May 04, 2021	BUY	$27.83 - $28.23 $85,131 - $86,355	3,059 Added 16.18%	21,970 $614,000
Q4 2020 Feb 03, 2021	BUY	$27.99 - $28.2 $100,680 - $101,435	3,597 Added 23.49%	18,911 $533,000
Q2 2020 Jul 31, 2020	BUY	$26.53 - $27.98 $151,910 - $160,213	5,726 Added 59.72%	15,314 $427,000
Q1 2020 May 01, 2020	BUY	$24.5 - $27.96 $50,666 - $57,821	2,068 Added 27.5%	9,588 $259,000
Q4 2019 Jan 31, 2020	BUY	$27.01 - $27.26 $203,115 - $204,995	7,520 New	7,520 $204,000

Others Institutions Holding IBMN

# of Institutions

174

Shares Held

18.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2025 TER

Ticker IBMN
Sector ETFs
Industry ETFs

More about IBMN

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. Ishares Tr Ibonds Dec 2025 Ter Transaction History