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

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 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

Ticker IBML
Sector ETFs
Industry ETFs

More about IBML

Track This Portfolio

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.