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

Valmark Advisers, Inc.

  • $7.88 Billion
  • Q4 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 72,927 shares of IBMQ stock, worth $1.86 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
72,927
Previous 62,492 16.7%
Holding current value
$1.86 Million
Previous $1.6 Million 16.04%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$25.48 - $25.62 $265,883 - $267,344
10,435 Added 16.7%
72,927 $1.86 Million
Q3 2025

Oct 23, 2025
BUY
$25.37 - $25.79 $72,304 - $73,501
2,850 Added 4.78%
62,492 $1.6 Million
Q2 2025

Jul 23, 2025
BUY
$24.88 - $25.41 $152,489 - $155,737
6,129 Added 11.45%
59,642 $1.52 Million
Q1 2025

Apr 22, 2025
SELL
$25.08 - $25.39 $12,163 - $12,314
-485 Reduced 0.9%
53,513 $1.35 Million
Q4 2024

Jan 30, 2025
BUY
$25.06 - $25.59 $914,489 - $933,830
36,492 Added 208.45%
53,998 $1.36 Million
Q3 2024

Oct 25, 2024
SELL
$24.91 - $25.63 $56,969 - $58,615
-2,287 Reduced 11.55%
17,506 $448,000
Q2 2024

Jul 31, 2024
BUY
$24.81 - $25.19 $50,215 - $50,984
2,024 Added 11.39%
19,793 $495,000
Q1 2024

May 03, 2024
SELL
$25.27 - $25.61 $57,792 - $58,570
-2,287 Reduced 11.4%
17,769 $449,000
Q4 2023

Feb 02, 2024
SELL
$24.26 - $25.61 $8,078 - $8,528
-333 Reduced 1.63%
20,056 $513,000
Q3 2023

Nov 07, 2023
SELL
$24.41 - $25.28 $33,051 - $34,229
-1,354 Reduced 6.23%
20,389 $497,000
Q2 2023

Aug 02, 2023
BUY
$24.9 - $25.77 $118,100 - $122,227
4,743 Added 27.9%
21,743 $547,000
Q1 2023

May 01, 2023
BUY
$24.96 - $25.8 $14,376 - $14,860
576 Added 3.51%
17,000 $435,000
Q4 2022

Feb 06, 2023
BUY
$24.12 - $25.25 $396,146 - $414,706
16,424 New
16,424 $412,000

Others Institutions Holding IBMQ

# of Institutions
185
Shares Held
18.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBMQ Quotes by TradingView
  • Ticker IBMQ
  • Sector ETFs
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