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

Avantax Planning Partners, Inc.

$2.81 Billion
Q1 2025

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 29,188 shares of IBDR stock, worth $693,215. This represents 0.02% of its overall portfolio holdings.

Number of Shares

29,188

Previous 28,561 2.2%

Holding current value

$693,215

Previous $678,000 2.21%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	N/A	627 Added 2.2%	29,188 $693,000
Q4 2024 Feb 07, 2025	SELL	N/A	-1,044 Reduced 3.53%	28,561 $678,000
Q3 2024 Nov 13, 2024	SELL	$23.75 - $23.75 $2.07 Million - $2.07 Million	-87,038 Reduced 74.62%	29,605 $703,000
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

434

Shares Held

106M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

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