Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

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 12,459 shares of IBMQ stock, worth $317,704. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,459

Previous 12,459 -0.0%

Holding current value

$317,704

Previous $316,000 0.95%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$24.88 - $25.41 $24 - $25	-1 Reduced 0.01%	12,459 $316,000
Q1 2025 Apr 28, 2025	BUY	$25.08 - $25.39 $312,496 - $316,359	12,460 New	12,460 $315,000
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

179

Shares Held

18.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History