Avantax Advisory Services, Inc. Ishares Ibonds Dec 2025 Term C Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 128,477 shares of IBDQ stock, worth $3.22 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

128,477

Previous 123,026 4.43%

Holding current value

$3.22 Million

Previous $3.06 Million 5.43%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$24.78 - $25.11 $135,075 - $136,874	5,451 Added 4.43%	128,477 $3.22 Million
Q2 2024 Aug 09, 2024	SELL	$24.69 - $24.86 $1.2 Million - $1.21 Million	-48,580 Reduced 28.31%	123,026 $3.06 Million
Q1 2024 May 08, 2024	BUY	$24.7 - $24.84 $2.47 Million - $2.49 Million	100,123 Added 140.07%	171,606 $4.26 Million
Q4 2023 Feb 07, 2024	BUY	$24.29 - $24.76 $1.03 Million - $1.05 Million	42,287 Added 144.84%	71,483 $1.77 Million
Q3 2023 Nov 07, 2023	BUY	$24.29 - $24.48 $282,346 - $284,555	11,624 Added 66.15%	29,196 $711,000
Q2 2023 Aug 11, 2023	SELL	$24.34 - $24.65 $56,809 - $57,533	-2,334 Reduced 11.73%	17,572 $428,000
Q1 2023 Apr 28, 2023	BUY	$24.13 - $24.64 $75,068 - $76,655	3,111 Added 18.52%	19,906 $488,000
Q4 2022 Feb 13, 2023	BUY	$23.87 - $24.49 $400,896 - $411,309	16,795 New	16,795 $408,000
Q2 2022 Aug 02, 2022	BUY	$24.37 - $25.22 $40,697 - $42,117	1,670 Added 20.64%	9,761 $241,000
Q1 2022 Apr 27, 2022	SELL	$25.16 - $26.41 $22,342 - $23,452	-888 Reduced 9.89%	8,091 $205,000
Q4 2021 Jan 24, 2022	BUY	$26.4 - $26.86 $448 - $456	17 Added 0.19%	8,979 $237,000
Q3 2021 Oct 21, 2021	BUY	$26.83 - $27.09 $2,897 - $2,925	108 Added 1.22%	8,962 $240,000
Q2 2021 Jul 29, 2021	BUY	$26.78 - $27.08 $267 - $270	10 Added 0.11%	8,854 $240,000
Q1 2021 May 13, 2021	SELL	$26.73 - $27.32 $26,542 - $27,128	-993 Reduced 10.09%	8,844 $235,000
Q4 2020 Jan 22, 2021	BUY	$27.03 - $27.37 $265,894 - $269,238	9,837 New	9,837 $268,000

Others Institutions Holding IBDQ

# of Institutions

393

Shares Held

81.7M

Call Options Held

Put Options Held

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About ISHARES IBONDS DEC 2025 TERM C

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Avantax Advisory Services, Inc. Ishares Ibonds Dec 2025 Term C Transaction History