Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2031 Ter Transaction History
Valmark Advisers, Inc.
- $7.6 Billion
- Q3 2025
A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Valmark Advisers, Inc. holds 17,516 shares of IBDW stock, worth $369,412. This represents 0.0% of its overall portfolio holdings.
Number of Shares
17,516
Previous 11,808
48.34%
Holding current value
$369,412
Previous $248,000
49.6%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IBDW
# of Institutions
252Shares Held
77MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.88MShares$145 Million1.15% of portfolio
-
Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.65MShares$76.9 Million1.22% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
-
Capital Advisors Inc3.09MShares$65.2 Million1.09% of portfolio