Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History
Valmark Advisers, Inc.
- $7.88 Billion
- Q4 2025
A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Valmark Advisers, Inc. holds 123,848 shares of IBTH stock, worth $2.78 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
123,848
Previous 81,874
51.27%
Holding current value
$2.78 Million
Previous $1.84 Million
50.95%
% of portfolio
0.04%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding IBTH
# of Institutions
302Shares Held
68.5MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME6.8MShares$153 Million2.27% of portfolio
-
Morgan Stanley New York, NY3.51MShares$78.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$76.1 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.83MShares$63.7 Million2.33% of portfolio
-
True Private Wealth Advisors1.98MShares$44.4 Million5.41% of portfolio