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

Avantax Planning Partners, Inc.

  • $3.1 Billion
  • Q2 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 14,857 shares of IBMQ stock, worth $376,179. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,857
Previous 26,899 44.77%
Holding current value
$376,179
Previous $679,000 45.36%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
124
Shares Held
12.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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