A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 68,204 shares of SUB stock, worth $7.19 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
68,204
Previous 85,480 20.21%
Holding current value
$7.19 Million
Previous $8.94 Million 18.96%
% of portfolio
0.26%
Previous 0.29%

Shares

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

Nov 13, 2024

SELL
$104.3 - $106.3 $1.8 Million - $1.84 Million
-17,276 Reduced 20.21%
68,204 $7.24 Million
Q2 2024

Aug 09, 2024

SELL
$104.04 - $104.8 $570,139 - $574,304
-5,480 Reduced 6.02%
85,480 $8.94 Million
Q1 2024

May 02, 2024

SELL
$104.73 - $105.42 $1.13 Million - $1.14 Million
-10,836 Reduced 10.64%
90,960 $9.53 Million
Q4 2023

Feb 09, 2024

SELL
$102.62 - $105.46 $7.14 Million - $7.34 Million
-69,599 Reduced 40.61%
101,796 $10.7 Million
Q3 2023

Nov 03, 2023

SELL
$102.82 - $104.26 $1.15 Million - $1.17 Million
-11,194 Reduced 6.13%
171,395 $17.6 Million
Q2 2023

Jul 17, 2023

SELL
$103.24 - $105.0 $37.2 Million - $37.8 Million
-359,853 Reduced 66.34%
182,589 $19 Million
Q1 2023

Apr 20, 2023

SELL
$103.3 - $105.14 $4.93 Million - $5.01 Million
-47,686 Reduced 8.08%
542,442 $56.8 Million
Q4 2022

Feb 09, 2023

SELL
$102.5 - $104.49 $294,072 - $299,781
-2,869 Reduced 0.48%
590,128 $61.5 Million
Q3 2022

Oct 14, 2022

BUY
$102.59 - $105.4 $13.9 Million - $14.3 Million
135,279 Added 29.56%
592,997 $60.9 Million
Q2 2022

Jul 18, 2022

BUY
$103.31 - $104.87 $5.34 Million - $5.42 Million
51,706 Added 12.74%
457,718 $47.9 Million
Q1 2022

May 09, 2022

BUY
$104.46 - $107.34 $33.3 Million - $34.2 Million
318,415 Added 363.5%
406,012 $42.5 Million
Q4 2021

Jan 28, 2022

BUY
$107.24 - $107.56 $7.55 Million - $7.57 Million
70,366 Added 408.37%
87,597 $9.41 Million
Q3 2021

Oct 27, 2021

SELL
$107.57 - $108.06 $575,714 - $578,337
-5,352 Reduced 23.7%
17,231 $1.85 Million
Q2 2021

Aug 10, 2021

SELL
$107.66 - $108.01 $112,935 - $113,302
-1,049 Reduced 4.44%
22,583 $2.44 Million
Q1 2021

May 06, 2021

BUY
$107.56 - $108.22 $118,638 - $119,366
1,103 Added 4.9%
23,632 $2.55 Million
Q4 2020

Feb 04, 2021

SELL
$107.6 - $108.11 $262,221 - $263,464
-2,437 Reduced 9.76%
22,529 $2.44 Million
Q3 2020

Oct 28, 2020

BUY
$107.69 - $108.53 $127,504 - $128,499
1,184 Added 4.98%
24,966 $2.7 Million
Q2 2020

Jul 15, 2020

SELL
$105.27 - $107.99 $170,642 - $175,051
-1,621 Reduced 6.38%
23,782 $2.57 Million
Q1 2020

Apr 27, 2020

SELL
$97.45 - $107.63 $23,193 - $25,615
-238 Reduced 0.93%
25,403 $2.7 Million
Q4 2019

Jan 15, 2020

SELL
$106.44 - $106.81 $1,915 - $1,922
-18 Reduced 0.07%
25,641 $2.74 Million
Q3 2019

Nov 08, 2019

SELL
$106.23 - $107.2 $19,121 - $19,296
-180 Reduced 0.7%
25,659 $2.73 Million
Q2 2019

Aug 07, 2019

SELL
$105.75 - $106.57 $259,616 - $261,629
-2,455 Reduced 8.68%
25,839 $2.75 Million
Q1 2019

May 08, 2019

SELL
$105.27 - $106.06 $23.6 Million - $23.8 Million
-224,002 Reduced 88.79%
28,294 $3 Million
Q4 2018

Feb 14, 2019

BUY
$104.3 - $105.4 $26.1 Million - $26.3 Million
249,775 Added 9907.77%
252,296 $26.6 Million
Q3 2018

Nov 13, 2018

BUY
$104.57 - $105.31 $263,620 - $265,486
2,521 New
2,521 $264,000
Q2 2018

Aug 13, 2018

SELL
$104.36 - $105.09 $4,070 - $4,098
-39 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$104.62 - $105.21 $4,080 - $4,103
39 New
39 $4,000
Q4 2017

Feb 09, 2018

SELL
$104.69 - $105.95 $414,048 - $419,032
-3,955 Closed
0 $0
Q3 2017

Oct 19, 2017

BUY
$105.97 - $106.11 $419,111 - $419,665
3,955
3,955 $419,000

Others Institutions Holding SUB

About ISHARES SHORT-TERM NATIONAL MU


  • Ticker SUB
  • Sector ETFs
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