Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2024 Ter Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 19,730 shares of IBMM stock, worth $514,755. This represents 0.02% of its overall portfolio holdings.

Number of Shares

19,730

Previous 24,234 18.59%

Holding current value

$514,755

Previous $631,000 18.54%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$25.97 - $26.11 $116,968 - $117,599	-4,504 Reduced 18.59%	19,730 $514,000
Q2 2024 Aug 09, 2024	BUY	$25.91 - $26.05 $69,853 - $70,230	2,696 Added 12.52%	24,234 $631,000
Q1 2024 May 02, 2024	BUY	$25.9 - $25.98 $272,260 - $273,101	10,512 Added 95.34%	21,538 $558,000
Q4 2023 Feb 09, 2024	SELL	$25.65 - $25.93 $355,329 - $359,208	-13,853 Reduced 55.68%	11,026 $285,000
Q3 2023 Nov 03, 2023	SELL	$25.67 - $25.78 $154,045 - $154,705	-6,001 Reduced 19.43%	24,879 $639,000
Q1 2023 Apr 20, 2023	BUY	$25.61 - $25.94 $76 - $77	3 Added 0.01%	30,880 $798,000
Q4 2022 Feb 09, 2023	BUY	$25.46 - $25.87 $786,128 - $798,787	30,877 New	30,877 $795,000

Others Institutions Holding IBMM

# of Institutions

169

Shares Held

12.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2024 TER

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Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2024 Ter Transaction History