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

Avantax Planning Partners, Inc.

  • $3.11 Billion
  • Q2 2025

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 13,043 shares of IBMP stock, worth $331,553. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,043
Previous 13,146 0.78%
Holding current value
$331,553
Previous $332,000 0.6%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$24.98 - $25.35 $2,572 - $2,611
-103 Reduced 0.78%
13,043 $330,000
Q1 2025

Apr 28, 2025
SELL
$25.1 - $25.34 $2,560 - $2,584
-102 Reduced 0.77%
13,146 $332,000
Q4 2024

Feb 07, 2025
SELL
$25.08 - $25.43 $28,290 - $28,685
-1,128 Reduced 7.85%
13,248 $333,000
Q3 2024

Nov 13, 2024
SELL
$24.92 - $25.47 $68,255 - $69,762
-2,739 Reduced 16.0%
14,376 $365,000
Q2 2024

Aug 09, 2024
SELL
$24.83 - $25.08 $124,845 - $126,102
-5,028 Reduced 22.71%
17,115 $428,000
Q1 2024

May 02, 2024
BUY
$25.17 - $25.41 $557,339 - $562,653
22,143 New
22,143 $557,000

Others Institutions Holding IBMP

# of Institutions
183
Shares Held
20.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMP Quotes by TradingView
  • Ticker IBMP
  • Sector ETFs
  • Industry ETFs
More about IBMP
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email