Avantax Advisory Services, Inc. Ishares Tr Ibonds Dec 2031 Ter Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

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 17,800 shares of IBDW stock, worth $369,884. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,800

Previous 14,800 20.27%

Holding current value

$369,884

Previous $301,000 22.59%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$20.1 - $20.8 $60,300 - $62,400	3,000 Added 20.27%	17,800 $369,000
Q4 2024 Feb 07, 2025	BUY	$20.28 - $21.2 $56,642 - $59,211	2,793 Added 23.26%	14,800 $301,000
Q3 2024 Nov 13, 2024	BUY	$20.12 - $21.28 $3,118 - $3,298	155 Added 1.31%	12,007 $254,000
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

# of Institutions

205

Shares Held

57.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Avantax Advisory Services, Inc. Ishares Tr Ibonds Dec 2031 Ter Transaction History