Avantax Planning Partners, Inc. Ishares Iboxx $ Investment Gra Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 5,650 shares of LQD stock, worth $602,290. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,650

Previous 5,672 0.39%

Holding current value

$602,290

Previous $607,000 5.11%

% of portfolio

0.02%

Previous 0.02%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$106.11 - $113.72 $2,334 - $2,501	-22 Reduced 0.39%	5,650 $638,000
Q2 2024 Aug 09, 2024	BUY	$104.54 - $108.46 $522 - $542	5 Added 0.09%	5,672 $607,000
Q1 2024 May 02, 2024	SELL	$106.98 - $110.63 $14,549 - $15,045	-136 Reduced 2.34%	5,667 $617,000
Q4 2023 Feb 09, 2024	SELL	$98.28 - $111.36 $26,732 - $30,289	-272 Reduced 4.48%	5,803 $642,000
Q3 2023 Nov 03, 2023	SELL	$102.02 - $108.51 $120,383 - $128,041	-1,180 Reduced 16.26%	6,075 $619,000
Q2 2023 Jul 17, 2023	SELL	$106.02 - $110.43 $53,328 - $55,546	-503 Reduced 6.48%	7,255 $784,000
Q1 2023 Apr 20, 2023	SELL	$104.89 - $111.81 $18,460 - $19,678	-176 Reduced 2.22%	7,758 $850,000
Q4 2022 Feb 09, 2023	SELL	$99.2 - $110.03 $214,668 - $238,104	-2,164 Reduced 21.43%	7,934 $836,000
Q3 2022 Oct 14, 2022	BUY	$101.44 - $114.61 $90,484 - $102,232	892 Added 9.69%	10,098 $1.04 Million
Q2 2022 Jul 18, 2022	SELL	$107.41 - $121.51 $9,559 - $10,814	-89 Reduced 0.96%	9,206 $1.01 Million
Q1 2022 May 09, 2022	SELL	$118.44 - $131.22 $23,451 - $25,981	-198 Reduced 2.09%	9,295 $1.12 Million
Q4 2021 Jan 28, 2022	SELL	$130.98 - $134.88 $4,060 - $4,181	-31 Reduced 0.33%	9,493 $1.26 Million
Q3 2021 Oct 27, 2021	SELL	$133.03 - $136.33 $38,445 - $39,399	-289 Reduced 2.95%	9,524 $1.27 Million
Q2 2021 Aug 10, 2021	SELL	$129.85 - $134.36 $2,856 - $2,955	-22 Reduced 0.22%	9,813 $1.32 Million
Q1 2021 May 06, 2021	SELL	$128.44 - $137.43 $94,403 - $101,011	-735 Reduced 6.95%	9,835 $1.28 Million
Q4 2020 Feb 04, 2021	BUY	$133.73 - $138.48 $37,444 - $38,774	280 Added 2.72%	10,570 $1.46 Million
Q3 2020 Oct 28, 2020	BUY	$134.22 - $139.15 $163,479 - $169,484	1,218 Added 13.43%	10,290 $1.39 Million
Q2 2020 Jul 15, 2020	BUY	$121.1 - $134.5 $484 - $538	4 Added 0.04%	9,072 $1.22 Million
Q1 2020 Apr 27, 2020	BUY	$105.05 - $134.27 $210 - $268	2 Added 0.02%	9,068 $1.12 Million
Q4 2019 Jan 15, 2020	SELL	$125.71 - $128.49 $568,963 - $581,545	-4,526 Reduced 33.3%	9,066 $1.16 Million
Q3 2019 Nov 08, 2019	BUY	$122.95 - $129.1 $73,032 - $76,685	594 Added 4.57%	13,592 $1.73 Million
Q2 2019 Aug 07, 2019	BUY	$118.17 - $124.37 $10,517 - $11,068	89 Added 0.69%	12,998 $1.61 Million
Q1 2019 May 08, 2019	BUY	$113.15 - $119.15 $214,871 - $226,265	1,899 Added 17.25%	12,909 $1.54 Million
Q4 2018 Feb 14, 2019	SELL	$111.35 - $114.52 $881,001 - $906,082	-7,912 Reduced 41.81%	11,010 $1.24 Million
Q3 2018 Nov 13, 2018	SELL	$114.24 - $116.27 $2.08 Million - $2.12 Million	-18,200 Reduced 49.03%	18,922 $2.18 Million
Q2 2018 Aug 13, 2018	SELL	$113.81 - $117.24 $658,277 - $678,116	-5,784 Reduced 13.48%	37,122 $4.25 Million
Q1 2018 May 15, 2018	BUY	$115.72 - $120.97 $36,798 - $38,468	318 Added 0.75%	42,906 $5.04 Million
Q4 2017 Feb 09, 2018	SELL	$119.89 - $121.79 $2.29 Million - $2.32 Million	-19,060 Reduced 30.92%	42,588 $5.18 Million
Q3 2017 Oct 19, 2017	BUY	$120.62 - $121.61 $7.44 Million - $7.5 Million	61,648	61,648 $7.47 Million

Others Institutions Holding LQD

# of Institutions

1,186

Shares Held

246M

Call Options Held

39.5M

Put Options Held

38.7M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
Sector ETFs
Industry ETFs

More about LQD

Track This Portfolio

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.

Account

Avantax Planning Partners, Inc. Ishares Iboxx $ Investment Gra Transaction History