A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 166,239 shares of IBDP stock, worth $4.17 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
166,239
Previous 100,846 64.84%
Holding current value
$4.17 Million
Previous $2.51 Million 65.76%
% of portfolio
0.04%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$24.89 - $25.05 $1.63 Million - $1.64 Million
65,393 Added 64.84%
166,239 $4.16 Million
Q4 2023

Feb 07, 2024

BUY
$24.66 - $24.91 $1.64 Million - $1.66 Million
66,651 Added 194.91%
100,846 $2.51 Million
Q3 2023

Nov 07, 2023

BUY
$24.53 - $24.74 $239,952 - $242,006
9,782 Added 40.07%
34,195 $845,000
Q2 2023

Aug 11, 2023

SELL
$24.51 - $24.65 $55,980 - $56,300
-2,284 Reduced 8.56%
24,413 $601,000
Q1 2023

Apr 28, 2023

BUY
$24.39 - $24.64 $161,364 - $163,018
6,616 Added 32.95%
26,697 $656,000
Q4 2022

Feb 13, 2023

BUY
$24.21 - $24.5 $258,417 - $261,513
10,674 Added 113.47%
20,081 $490,000
Q3 2022

Nov 01, 2022

SELL
N/A
-9,643 Reduced 50.62%
9,407 $229,000
Q2 2022

Aug 02, 2022

BUY
N/A
19,050 New
19,050 $471,000

Others Institutions Holding IBDP

About ISHARES IBONDS DEC 2024 TERM C


  • Ticker IBDP
  • Sector ETFs
  • Industry ETFs
More about IBDP
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.