A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 9,110 shares of IBDS stock, worth $217,820. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,110
Previous 8,998 1.24%
Holding current value
$217,820
Previous $213,000 4.23%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$23.63 - $24.42 $2,646 - $2,735
112 Added 1.24%
9,110 $222,000
Q2 2024

Aug 09, 2024

BUY
$23.48 - $23.77 $12,538 - $12,693
534 Added 6.31%
8,998 $213,000
Q1 2024

May 02, 2024

BUY
$23.67 - $24.03 $200,342 - $203,389
8,464 New
8,464 $201,000
Q1 2019

May 08, 2019

SELL
$23.35 - $24.57 $249,284 - $262,309
-10,676 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$23.79 - $24.9 $253,982 - $265,832
10,676 New
10,676 $257,000

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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.