A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 11,852 shares of IBDW stock, worth $243,084. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,852
Previous 14,066 15.74%
Holding current value
$243,084
Previous $288,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$19.84 - $20.44 $43,925 - $45,254
-2,214 Reduced 15.74%
11,852 $240,000
Q1 2024

May 08, 2024

BUY
$20.24 - $20.75 $82,761 - $84,846
4,089 Added 40.98%
14,066 $288,000
Q4 2023

Feb 07, 2024

BUY
$18.79 - $20.85 $187,467 - $208,020
9,977 New
9,977 $207,000

Others Institutions Holding IBDW

About ISHARES TR IBONDS DEC 2031 TER


  • Ticker IBDW
More about IBDW
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.