Avantax Planning Partners, Inc. Ishares U.S. Fixed Income Bala Transaction History

Avantax Planning Partners, Inc.

  • $3.1 Billion
  • Q2 2024

Shares

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

May 02, 2024
SELL
$85.32 - $86.69 $42,830 - $43,518
-502 Reduced 5.18%
9,192 $790,000
Q4 2023

Feb 09, 2024
SELL
$81.11 - $86.62 $4,704 - $5,023
-58 Reduced 0.59%
9,694 $836,000
Q3 2023

Nov 03, 2023
SELL
$82.34 - $84.66 $4,281 - $4,402
-52 Reduced 0.53%
9,752 $805,000
Q2 2023

Jul 17, 2023
BUY
$83.55 - $85.37 $23,561 - $24,074
282 Added 2.96%
9,804 $824,000
Q1 2023

Apr 20, 2023
BUY
$82.46 - $86.27 $9,977 - $10,438
121 Added 1.29%
9,522 $810,000
Q4 2022

Feb 09, 2023
BUY
$80.41 - $84.93 $9,166 - $9,682
114 Added 1.23%
9,401 $784,000
Q3 2022

Oct 14, 2022
BUY
$81.4 - $88.85 $2,686 - $2,932
33 Added 0.36%
9,287 $761,000
Q2 2022

Jul 18, 2022
BUY
$83.7 - $92.32 $2,929 - $3,231
35 Added 0.38%
9,254 $795,000
Q1 2022

May 09, 2022
BUY
$91.46 - $99.22 $27,437 - $29,766
300 Added 3.36%
9,219 $854,000
Q4 2021

Jan 28, 2022
BUY
$98.89 - $100.51 $9,097 - $9,246
92 Added 1.04%
8,919 $889,000
Q3 2021

Oct 27, 2021
BUY
$100.27 - $101.41 $64,974 - $65,713
648 Added 7.92%
8,827 $885,000
Q2 2021

Aug 10, 2021
BUY
$99.76 - $100.64 $104,847 - $105,772
1,051 Added 14.74%
8,179 $823,000
Q1 2021

May 06, 2021
BUY
$99.48 - $102.61 $23,278 - $24,010
234 Added 3.39%
7,128 $712,000
Q4 2020

Feb 04, 2021
BUY
$101.21 - $102.6 $57,790 - $58,584
571 Added 9.03%
6,894 $707,000
Q3 2020

Oct 28, 2020
BUY
$101.09 - $102.67 $74,503 - $75,667
737 Added 13.19%
6,323 $642,000
Q2 2020

Jul 15, 2020
BUY
$96.79 - $101.79 $23,616 - $24,836
244 Added 4.57%
5,586 $567,000
Q1 2020

Apr 27, 2020
SELL
$90.89 - $102.94 $4,271 - $4,838
-47 Reduced 0.87%
5,342 $522,000
Q4 2019

Jan 15, 2020
BUY
$101.07 - $102.0 $23,852 - $24,072
236 Added 4.58%
5,389 $549,000
Q3 2019

Nov 08, 2019
BUY
$100.58 - $101.63 $19,713 - $19,919
196 Added 3.95%
5,153 $522,000
Q2 2019

Aug 07, 2019
BUY
$98.89 - $101.22 $68,728 - $70,347
695 Added 16.31%
4,957 $500,000
Q1 2019

May 08, 2019
SELL
$95.6 - $99.44 $9,177 - $9,546
-96 Reduced 2.2%
4,262 $424,000
Q4 2018

Feb 14, 2019
BUY
$94.77 - $97.0 $388,557 - $397,700
4,100 Added 1589.15%
4,358 $417,000
Q3 2018

Nov 13, 2018
BUY
$96.63 - $97.79 $24,930 - $25,229
258 New
258 $25,000
Q2 2018

Aug 13, 2018
SELL
$96.65 - $97.95 $21,166 - $21,451
-219 Closed
0 $0
Q1 2018

May 15, 2018
BUY
$97.52 - $100.13 $21,356 - $21,928
219 New
219 $21,000

Others Institutions Holding FIBR

# of Institutions
22
Shares Held
365K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. FIXED INCOME BALA

FIBR Quotes by TradingView
  • Ticker FIBR
  • Sector ETFs
  • Industry ETFs
More about FIBR
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, 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 Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email