Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History

Valmark Advisers, Inc.

$7.6 Billion
Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Valmark Advisers, Inc. holds 71,872 shares of IBTI stock, worth $1.61 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

71,872

Previous 88,970 19.22%

Holding current value

$1.61 Million

Previous $1.99 Million 19.11%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$22.19 - $22.44 $379,404 - $383,679	-17,098 Reduced 19.22%	71,872 $1.61 Million
Q2 2025 Jul 23, 2025	BUY	$22.09 - $22.44 $259,557 - $263,670	11,750 Added 15.22%	88,970 $1.99 Million
Q1 2025 Apr 22, 2025	BUY	$21.77 - $22.25 $139,611 - $142,689	6,413 Added 9.06%	77,220 $1.72 Million
Q4 2024 Jan 30, 2025	BUY	$21.81 - $22.48 $921,799 - $950,117	42,265 Added 148.08%	70,807 $1.55 Million
Q3 2024 Oct 25, 2024	BUY	$21.7 - $22.6 $155,697 - $162,155	7,175 Added 33.58%	28,542 $642,000
Q2 2024 Jul 31, 2024	BUY	$21.51 - $21.88 $68,143 - $69,315	3,168 Added 17.41%	21,367 $466,000
Q1 2024 May 03, 2024	BUY	$21.79 - $22.29 $396,556 - $405,655	18,199 New	18,199 $399,000

Others Institutions Holding IBTI

# of Institutions

202

Shares Held

39.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBTI
Sector ETFs
Industry ETFs

More about IBTI

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 2028 Ter Transaction History