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

Avantax Planning Partners, Inc.

  • $2.81 Billion
  • Q1 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 12,460 shares of IBMQ stock, worth $314,864. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,460
Holding current value
$314,864
% of portfolio
0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
151
Shares Held
16M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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