Avantax Planning Partners, Inc. Ishares Ibonds Dec 2022 Term M Transaction History

Avantax Planning Partners, Inc.

$3.1 Billion
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	BUY	$26.04 - $26.17 $7,239 - $7,275	278 Added 0.6%	46,438 $1.21 Million
Q3 2021 Oct 27, 2021	SELL	$26.15 - $26.28 $26,071 - $26,201	-997 Reduced 2.11%	46,160 $1.21 Million
Q2 2021 Aug 10, 2021	SELL	$26.22 - $26.35 $378,695 - $380,573	-14,443 Reduced 23.45%	47,157 $1.24 Million
Q1 2021 May 06, 2021	BUY	$26.3 - $26.42 $196,145 - $197,040	7,458 Added 13.77%	61,600 $1.62 Million
Q4 2020 Feb 04, 2021	BUY	$26.36 - $26.45 $101,775 - $102,123	3,861 Added 7.68%	54,142 $1.43 Million
Q3 2020 Oct 28, 2020	BUY	$26.38 - $26.56 $5,460 - $5,497	207 Added 0.41%	50,281 $1.33 Million
Q2 2020 Jul 15, 2020	SELL	$25.61 - $26.52 $33,164 - $34,343	-1,295 Reduced 2.52%	50,074 $1.32 Million
Q1 2020 Apr 27, 2020	SELL	$24.77 - $26.49 $296,496 - $317,085	-11,970 Reduced 18.9%	51,369 $1.34 Million
Q4 2019 Jan 15, 2020	SELL	$26.11 - $26.21 $40,783 - $40,940	-1,562 Reduced 2.41%	63,339 $1.66 Million
Q3 2019 Nov 08, 2019	BUY	$26.05 - $26.33 $34,438 - $34,808	1,322 Added 2.08%	64,901 $1.7 Million
Q2 2019 Aug 07, 2019	BUY	$25.82 - $26.13 $552,909 - $559,547	21,414 Added 50.79%	63,579 $1.66 Million
Q1 2019 May 08, 2019	BUY	$25.61 - $25.94 $186,850 - $189,258	7,296 Added 20.92%	42,165 $1.09 Million
Q3 2018 Nov 13, 2018	BUY	$25.36 - $25.63 $44,633 - $45,108	1,760 Added 5.32%	34,869 $886,000
Q2 2018 Aug 13, 2018	BUY	$25.26 - $25.56 $255,024 - $258,053	10,096 Added 43.87%	33,109 $845,000
Q1 2018 May 15, 2018	BUY	$25.45 - $25.76 $585,680 - $592,814	23,013 New	23,013 $587,000

Others Institutions Holding IBMK

# of Institutions

5

Shares Held

119K

Call Options Held

0

Put Options Held

0

About ISHARES IBONDS DEC 2022 TERM M

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