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 13,192 shares of IBMN stock, worth $352,754. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,192
Previous 16,506 20.08%
Holding current value
$352,754
Previous $440,000 20.23%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

SELL
$26.55 - $26.67 $87,986 - $88,384
-3,314 Reduced 20.08%
13,192 $351,000
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

About ISHARES TR IBONDS DEC 2025 TER


  • Ticker IBMN
  • Sector ETFs
  • Industry ETFs
More about IBMN
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