Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2024 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 2024 Ter stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 291,350 shares of IBTE stock, worth $6.99 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

291,350

Previous 272,799 6.8%

Holding current value

$6.99 Million

Previous $6.53 Million 6.98%

% of portfolio

0.23%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

298

Shares Held

91.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2024 TER

Ticker IBTE
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Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2024 Ter Transaction History