Avantax Planning Partners, Inc. Ishares Ibonds Dec 2023 Term C Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	BUY	$25.22 - $25.66 $5,422 - $5,516	215 Added 1.3%	16,746 $423,000
Q3 2021 Oct 27, 2021	SELL	$25.98 - $26.06 $28,629 - $28,718	-1,102 Reduced 6.25%	16,531 $430,000
Q2 2021 Aug 10, 2021	BUY	$26.04 - $26.14 $4,010 - $4,025	154 Added 0.88%	17,633 $460,000
Q1 2021 May 06, 2021	BUY	$26.08 - $26.26 $20,864 - $21,008	800 Added 4.8%	17,479 $457,000
Q4 2020 Feb 04, 2021	BUY	$26.17 - $26.29 $5,835 - $5,862	223 Added 1.36%	16,679 $438,000
Q2 2020 Jul 15, 2020	SELL	$24.71 - $26.23 $20,682 - $21,954	-837 Reduced 4.84%	16,456 $432,000
Q1 2020 Apr 27, 2020	BUY	$22.28 - $26.08 $7,241 - $8,476	325 Added 1.92%	17,293 $432,000
Q4 2019 Jan 15, 2020	BUY	$25.45 - $25.68 $2,850 - $2,876	112 Added 0.66%	16,968 $434,000
Q3 2019 Nov 08, 2019	BUY	$25.27 - $25.69 $10,941 - $11,123	433 Added 2.64%	16,856 $432,000
Q1 2019 May 08, 2019	SELL	$24.17 - $25.05 $253,204 - $262,423	-10,476 Reduced 38.95%	16,423 $411,000
Q4 2018 Feb 14, 2019	SELL	$23.99 - $24.25 $103,300 - $104,420	-4,306 Reduced 13.8%	26,899 $651,000
Q3 2018 Nov 13, 2018	BUY	$24.22 - $24.45 $132,749 - $134,010	5,481 Added 21.31%	31,205 $758,000
Q1 2018 May 15, 2018	SELL	$24.37 - $25.03 $35,312 - $36,268	-1,449 Reduced 5.33%	25,724 $630,000
Q4 2017 Feb 09, 2018	BUY	$24.93 - $25.37 $88,725 - $90,291	3,559 Added 15.07%	27,173 $681,000
Q3 2017 Oct 19, 2017	BUY	$25.3 - $25.38 $597,434 - $599,323	23,614	23,614 $599,000

Others Institutions Holding IBDO

# of Institutions

15

Shares Held

760K

Call Options Held

0

Put Options Held

0

About ISHARES IBONDS DEC 2023 TERM C

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