Avantax Planning Partners, Inc. Ishares Tr Ibonds December 202 Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 17,139 shares of IBMO stock, worth $437,044. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,139
Previous 24,231 29.27%
Holding current value
$437,044
Previous $613,000 28.38%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024
SELL
$25.26 - $25.66 $179,143 - $181,980
-7,092 Reduced 29.27%
17,139 $439,000
Q2 2024

Aug 09, 2024
SELL
$25.16 - $25.33 $126,303 - $127,156
-5,020 Reduced 17.16%
24,231 $613,000
Q1 2024

May 02, 2024
BUY
$25.35 - $25.52 $741,512 - $746,485
29,251 New
29,251 $741,000

Others Institutions Holding IBMO

# of Institutions
174
Shares Held
18M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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  • Ticker IBMO
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