A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 288,678 shares of IBTE stock, worth $6.91 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
288,678
Previous 291,350 0.92%
Holding current value
$6.91 Million
Previous $6.99 Million 0.83%
% of portfolio
0.25%
Previous 0.23%

Shares

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

Nov 13, 2024

SELL
$23.88 - $24.01 $63,807 - $64,154
-2,672 Reduced 0.92%
288,678 $6.93 Million
Q2 2024

Aug 09, 2024

BUY
$23.85 - $23.98 $442,441 - $444,852
18,551 Added 6.8%
291,350 $6.99 Million
Q1 2024

May 02, 2024

BUY
$23.85 - $23.95 $5.09 Million - $5.11 Million
213,537 Added 360.33%
272,799 $6.53 Million
Q4 2023

Feb 09, 2024

SELL
$23.75 - $23.91 $79,135 - $79,668
-3,332 Reduced 5.32%
59,262 $1.41 Million
Q3 2023

Nov 03, 2023

SELL
$23.72 - $23.85 $8,088 - $8,132
-341 Reduced 0.54%
62,594 $1.49 Million
Q1 2023

Apr 20, 2023

BUY
$23.67 - $24.08 $33,066 - $33,639
1,397 Added 2.27%
62,935 $1.51 Million
Q4 2022

Feb 09, 2023

BUY
$23.73 - $23.95 $164,164 - $165,686
6,918 Added 12.67%
61,538 $1.47 Million
Q3 2022

Oct 14, 2022

BUY
$23.9 - $24.49 $1.31 Million - $1.34 Million
54,620 New
54,620 $1.31 Million

Others Institutions Holding IBTE

About ISHARES TR IBONDS DEC 2024 TER


  • Ticker IBTE
  • Sector ETFs
  • Industry ETFs
More about IBTE
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.