A detailed history of Valley National Advisers Inc transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Valley National Advisers Inc holds 3,196 shares of IBHE stock, worth $73,987. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,196
Previous 10,499 69.56%
Holding current value
$73,987
Previous $244,000 69.67%
% of portfolio
0.01%
Previous 0.04%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$23.03 - $23.3 $168,188 - $170,159
-7,303 Reduced 69.56%
3,196 $74,000
Q2 2024

Jul 18, 2024

SELL
$23.19 - $23.37 $45,011 - $45,361
-1,941 Reduced 15.6%
10,499 $244,000
Q1 2024

Apr 19, 2024

SELL
$23.04 - $23.43 $93,335 - $94,914
-4,051 Reduced 24.56%
12,440 $290,000
Q4 2023

Jan 25, 2024

SELL
$22.62 - $23.26 $21,647 - $22,259
-957 Reduced 5.48%
16,491 $380,000
Q3 2023

Nov 13, 2023

BUY
$22.69 - $23.07 $2,858 - $2,906
126 Added 0.73%
17,448 $400,000
Q2 2023

Jul 31, 2023

BUY
$22.61 - $23.0 $3,572 - $3,634
158 Added 0.92%
17,322 $399,000
Q1 2023

Apr 26, 2023

SELL
$22.48 - $23.06 $1,213 - $1,245
-54 Reduced 0.31%
17,164 $393,000
Q4 2022

Jan 12, 2023

BUY
$22.04 - $22.94 $43,066 - $44,824
1,954 Added 12.8%
17,218 $394,000
Q3 2022

Nov 08, 2022

BUY
$22.09 - $23.44 $27,546 - $29,229
1,247 Added 8.9%
15,264 $342,000
Q2 2022

Jul 15, 2022

BUY
$22.29 - $24.16 $27,773 - $30,103
1,246 Added 9.76%
14,017 $316,000
Q1 2022

May 06, 2022

BUY
$23.63 - $24.82 $1,795 - $1,886
76 Added 0.6%
12,771 $308,000
Q4 2021

Feb 11, 2022

BUY
$24.54 - $24.99 $3,509 - $3,573
143 Added 1.14%
12,695 $315,000
Q3 2021

Nov 10, 2021

BUY
$24.56 - $25.17 $2,529 - $2,592
103 Added 0.83%
12,552 $314,000
Q2 2021

Aug 02, 2021

BUY
$24.93 - $25.23 $2,742 - $2,775
110 Added 0.89%
12,449 $314,000
Q1 2021

May 07, 2021

SELL
$24.78 - $25.1 $1,288 - $1,305
-52 Reduced 0.42%
12,339 $310,000
Q4 2020

Feb 11, 2021

BUY
$24.01 - $24.95 $260,748 - $270,957
10,860 Added 709.34%
12,391 $309,000
Q3 2020

Nov 13, 2020

BUY
$23.42 - $24.43 $35,856 - $37,402
1,531 New
1,531 $36,000

Others Institutions Holding IBHE

About ISHARES IBONDS 2025 TERM HIGH


  • Ticker IBHE
  • Sector ETFs
  • Industry ETFs
More about IBHE
Track This Portfolio

Track Valley National Advisers Inc Portfolio

Follow Valley National Advisers Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Valley National Advisers Inc with notifications on news.