Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2024 Ter Transaction History

Valmark Advisers, Inc.

$6.34 Billion
Q3 2024

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Valmark Advisers, Inc. holds 96,971 shares of IBTE stock, worth $2.31 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

96,971

Previous 79,749 21.6%

Holding current value

$2.31 Million

Previous $1.91 Million 21.71%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$23.88 - $24.01 $411,261 - $413,500	17,222 Added 21.6%	96,971 $2.33 Million
Q2 2024 Jul 31, 2024	BUY	$23.85 - $23.98 $295,263 - $296,872	12,380 Added 18.38%	79,749 $1.91 Million
Q1 2024 May 03, 2024	BUY	$23.85 - $23.95 $325,528 - $326,893	13,649 Added 25.41%	67,369 $1.61 Million
Q4 2023 Feb 02, 2024	BUY	$23.75 - $23.91 $52,487 - $52,841	2,210 Added 4.29%	53,720 $1.28 Million
Q3 2023 Nov 07, 2023	BUY	$23.72 - $23.85 $181,718 - $182,714	7,661 Added 17.47%	51,510 $1.23 Million
Q2 2023 Aug 02, 2023	BUY	$23.77 - $24.01 $276,587 - $279,380	11,636 Added 36.12%	43,849 $1.04 Million
Q1 2023 May 01, 2023	BUY	$23.67 - $24.08 $762,481 - $775,689	32,213 New	32,213 $773,000

Others Institutions Holding IBTE

# of Institutions

295

Shares Held

61.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2024 TER

Ticker IBTE
Sector ETFs
Industry ETFs

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Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2024 Ter Transaction History