Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 59,926 shares of IBTG stock, worth $1.37 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

59,926

Previous 60,092 0.28%

Holding current value

$1.37 Million

Previous $1.37 Million 0.29%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$22.77 - $22.94 $3,779 - $3,808	-166 Reduced 0.28%	59,926 $1.37 Million
Q4 2024 Feb 07, 2025	BUY	$22.72 - $23.0 $1.37 Million - $1.38 Million	60,092 New	60,092 $1.37 Million
Q2 2024 Aug 09, 2024	SELL	$22.46 - $22.66 $681,705 - $687,776	-30,352 Reduced 38.82%	47,830 $1.08 Million
Q1 2024 May 02, 2024	BUY	$22.62 - $22.94 $1.57 Million - $1.59 Million	69,373 Added 787.52%	78,182 $1.78 Million
Q4 2023 Feb 09, 2024	BUY	$22.32 - $22.86 $196,616 - $201,373	8,809 New	8,809 $201,000
Q2 2023 Jul 17, 2023	BUY	$22.63 - $23.26 $4,458 - $4,582	197 Added 2.18%	9,214 $208,000
Q1 2023 Apr 20, 2023	BUY	$22.41 - $23.23 $202,070 - $209,464	9,017 New	9,017 $208,000

Others Institutions Holding IBTG

# of Institutions

286

Shares Held

66.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

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Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History