Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 16,506 shares of IBMN stock, worth $439,884. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,506
Previous 23,842 30.77%
Holding current value
$439,884
Previous $631,000 30.27%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024
SELL
$26.42 - $26.67 $193,817 - $195,651
-7,336 Reduced 30.77%
16,506 $440,000
Q2 2024

Aug 09, 2024
SELL
$26.34 - $26.49 $117,292 - $117,959
-4,453 Reduced 15.74%
23,842 $631,000
Q1 2024

May 02, 2024
BUY
$26.4 - $26.55 $746,988 - $751,232
28,295 New
28,295 $748,000
Q1 2023

Apr 20, 2023
BUY
$26.16 - $26.7 $11,876 - $12,121
454 Added 1.8%
25,649 $682,000
Q4 2022

Feb 09, 2023
BUY
$25.83 - $26.5 $650,786 - $667,667
25,195 New
25,195 $664,000

Others Institutions Holding IBMN

# of Institutions
167
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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