Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2023 Ter Transaction History

Avantax Planning Partners, Inc.

$3.1 Billion
Q2 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 20, 2023	SELL	$25.32 - $25.43 $40,613 - $40,789	-1,604 Reduced 3.5%	44,191 $1.12 Million
Q4 2022 Feb 09, 2023	SELL	$25.26 - $25.42 $10,407 - $10,473	-412 Reduced 0.89%	45,795 $1.16 Million
Q4 2021 Jan 28, 2022	BUY	$25.91 - $26.02 $4,482 - $4,501	173 Added 0.38%	46,207 $1.2 Million
Q3 2021 Oct 27, 2021	SELL	$26.0 - $26.14 $40,378 - $40,595	-1,553 Reduced 3.26%	46,034 $1.2 Million
Q2 2021 Aug 10, 2021	SELL	$26.07 - $26.2 $378,536 - $380,424	-14,520 Reduced 23.38%	47,587 $1.24 Million
Q1 2021 May 06, 2021	BUY	$26.1 - $26.25 $208,330 - $209,527	7,982 Added 14.75%	62,107 $1.63 Million
Q4 2020 Feb 04, 2021	BUY	$26.15 - $26.26 $82,921 - $83,270	3,171 Added 6.22%	54,125 $1.42 Million
Q3 2020 Oct 28, 2020	BUY	$26.17 - $26.37 $130,143 - $131,138	4,973 Added 10.82%	50,954 $1.34 Million
Q2 2020 Jul 15, 2020	SELL	$25.25 - $26.25 $37,925 - $39,427	-1,502 Reduced 3.16%	45,981 $1.21 Million
Q1 2020 Apr 27, 2020	BUY	$24.02 - $26.26 $84,478 - $92,356	3,517 Added 8.0%	47,483 $1.22 Million
Q4 2019 Jan 15, 2020	SELL	$25.73 - $25.86 $54,238 - $54,512	-2,108 Reduced 4.58%	43,966 $1.14 Million
Q3 2019 Nov 08, 2019	BUY	$25.62 - $26.04 $6,481 - $6,588	253 Added 0.55%	46,074 $1.19 Million
Q2 2019 Aug 07, 2019	BUY	$25.34 - $25.73 $142,385 - $144,576	5,619 Added 13.98%	45,821 $1.18 Million
Q1 2019 May 08, 2019	BUY	$25.08 - $25.5 $103,555 - $105,289	4,129 Added 11.45%	40,202 $1.02 Million
Q3 2018 Nov 13, 2018	BUY	$24.79 - $25.11 $68,023 - $68,901	2,744 Added 8.23%	36,073 $896,000
Q2 2018 Aug 13, 2018	BUY	$24.64 - $25.02 $241,077 - $244,795	9,784 Added 41.55%	33,329 $832,000
Q1 2018 May 15, 2018	BUY	$24.81 - $25.27 $584,151 - $594,982	23,545 New	23,545 $586,000

Others Institutions Holding IBML

# of Institutions

11

Shares Held

457K

Call Options Held

0

Put Options Held

0

About ISHARES TR IBONDS DEC 2023 TER

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