Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2029 Ter Transaction History

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Valmark Advisers, Inc. holds 66,153 shares of IBDU stock, worth $1.52 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
66,153
Previous 52,022 27.16%
Holding current value
$1.52 Million
Previous $1.22 Million 23.3%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$22.71 - $23.47 $320,915 - $331,654
14,131 Added 27.16%
66,153 $1.51 Million
Q3 2024

Oct 25, 2024
BUY
$22.51 - $23.57 $449,794 - $470,975
19,982 Added 62.37%
52,022 $1.22 Million
Q2 2024

Jul 31, 2024
BUY
$22.29 - $22.77 $410,849 - $419,696
18,432 Added 135.45%
32,040 $726,000
Q1 2024

May 03, 2024
BUY
$22.61 - $23.1 $307,676 - $314,344
13,608 New
13,608 $310,000

Others Institutions Holding IBDU

# of Institutions
267
Shares Held
80.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

IBDU Quotes by TradingView
  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark 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 Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email