Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History
Valmark Advisers, Inc.
- $7.6 Billion
- Q3 2025
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 124,706 shares of IBTG stock, worth $2.86 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
124,706
Previous 138,197
9.76%
Holding current value
$2.86 Million
Previous $3.17 Million
9.66%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding IBTG
# of Institutions
311Shares Held
78.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio