Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History

Avantax Planning Partners, Inc.

  • $3.1 Billion
  • Q2 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 116,643 shares of IBDR stock, worth $2.77 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
116,643
Previous 175,177 33.41%
Holding current value
$2.77 Million
Previous $4.18 Million 33.49%
% of portfolio
0.09%
Previous 0.14%

Shares

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

Aug 09, 2024
SELL
$23.65 - $23.82 $1.38 Million - $1.39 Million
-58,534 Reduced 33.41%
116,643 $2.78 Million
Q1 2024

May 02, 2024
BUY
$23.76 - $23.98 $3.71 Million - $3.74 Million
156,146 Added 820.48%
175,177 $4.18 Million
Q4 2023

Feb 09, 2024
BUY
$23.15 - $23.9 $555 - $573
24 Added 0.13%
19,031 $454,000
Q3 2023

Nov 03, 2023
BUY
$23.28 - $23.6 $12,291 - $12,460
528 Added 2.86%
19,007 $443,000
Q2 2023

Jul 17, 2023
BUY
$23.42 - $23.83 $585 - $595
25 Added 0.14%
18,479 $433,000
Q1 2023

Apr 20, 2023
BUY
$23.14 - $23.86 $81,036 - $83,557
3,502 Added 23.42%
18,454 $437,000
Q3 2022

Oct 14, 2022
BUY
$23.21 - $24.34 $2,019 - $2,117
87 Added 0.59%
14,952 $345,000
Q1 2022

May 09, 2022
BUY
$24.49 - $26.0 $364,043 - $386,490
14,865 New
14,865 $366,000
Q1 2019

May 08, 2019
SELL
$23.13 - $24.25 $282,856 - $296,553
-12,229 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
$23.18 - $23.54 $31,687 - $32,179
1,367 Added 12.59%
12,229 $285,000
Q1 2018

May 15, 2018
BUY
$23.43 - $24.5 $254,496 - $266,119
10,862 New
10,862 $257,000

Others Institutions Holding IBDR

# of Institutions
355
Shares Held
85M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
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