Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 9,253 shares of IBMQ stock, worth $235,118. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,253
Previous 14,857 37.72%
Holding current value
$235,118
Previous $371,000 36.12%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024
SELL
$24.91 - $25.63 $139,595 - $143,630
-5,604 Reduced 37.72%
9,253 $237,000
Q2 2024

Aug 09, 2024
SELL
$24.81 - $25.19 $298,762 - $303,337
-12,042 Reduced 44.77%
14,857 $371,000
Q1 2024

May 02, 2024
BUY
$25.27 - $25.61 $679,737 - $688,883
26,899 New
26,899 $679,000

Others Institutions Holding IBMQ

# of Institutions
128
Shares Held
13.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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