Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History
Valmark Advisers, Inc.
- $6.38 Billion
- Q4 2024
A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Valmark Advisers, Inc. holds 120,360 shares of IBDR stock, worth $2.86 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
120,360
Previous 73,038
64.79%
Holding current value
$2.86 Million
Previous $1.73 Million
64.82%
% of portfolio
0.04%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding IBDR
# of Institutions
398Shares Held
100MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.4MShares$200 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.27MShares$102 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.97MShares$94.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.9MShares$68.9 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.31MShares$54.8 Million0.02% of portfolio