Avantax Planning Partners, Inc. Ishares U.S. Fixed Income Bala Transaction History

Avantax Planning Partners, Inc.

$3.08 Billion
Q1 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares U.S. Fixed Income Bala stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 9,192 shares of FIBR stock, worth $786,559. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,192

Previous 9,694 5.18%

Holding current value

$786,559

Previous $836,000 5.5%

% of portfolio

0.03%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$85.32 - $86.69 $42,830 - $43,518	-502 Reduced 5.18%	9,192 $790,000
Q4 2023 Feb 09, 2024	SELL	$81.11 - $86.62 $4,704 - $5,023	-58 Reduced 0.59%	9,694 $836,000
Q3 2023 Nov 03, 2023	SELL	$82.34 - $84.66 $4,281 - $4,402	-52 Reduced 0.53%	9,752 $805,000
Q2 2023 Jul 17, 2023	BUY	$83.55 - $85.37 $23,561 - $24,074	282 Added 2.96%	9,804 $824,000
Q1 2023 Apr 20, 2023	BUY	$82.46 - $86.27 $9,977 - $10,438	121 Added 1.29%	9,522 $810,000

Q4 2022 Feb 09, 2023	BUY	$81.33 - $84.93 $9,271 - $9,682	114 Added 1.23%	9,401 $784,000
Q3 2022 Oct 14, 2022	BUY	$82.63 - $88.85 $2,726 - $2,932	33 Added 0.36%	9,287 $761,000
Q2 2022 Jul 18, 2022	BUY	$83.7 - $92.32 $2,929 - $3,231	35 Added 0.38%	9,254 $795,000
Q1 2022 May 09, 2022	BUY	$91.46 - $99.22 $27,437 - $29,766	300 Added 3.36%	9,219 $854,000
Q4 2021 Jan 28, 2022	BUY	$98.89 - $100.51 $9,097 - $9,246	92 Added 1.04%	8,919 $889,000
Q3 2021 Oct 27, 2021	BUY	$100.27 - $101.41 $64,974 - $65,713	648 Added 7.92%	8,827 $885,000
Q2 2021 Aug 10, 2021	BUY	$99.76 - $100.64 $104,847 - $105,772	1,051 Added 14.74%	8,179 $823,000
Q1 2021 May 06, 2021	BUY	$99.48 - $102.61 $23,278 - $24,010	234 Added 3.39%	7,128 $712,000
Q4 2020 Feb 04, 2021	BUY	$101.21 - $102.6 $57,790 - $58,584	571 Added 9.03%	6,894 $707,000
Q3 2020 Oct 28, 2020	BUY	$101.09 - $102.67 $74,503 - $75,667	737 Added 13.19%	6,323 $642,000
Q2 2020 Jul 15, 2020	BUY	$96.79 - $101.79 $23,616 - $24,836	244 Added 4.57%	5,586 $567,000
Q1 2020 Apr 27, 2020	SELL	$90.89 - $102.94 $4,271 - $4,838	-47 Reduced 0.87%	5,342 $522,000
Q4 2019 Jan 15, 2020	BUY	$101.07 - $102.0 $23,852 - $24,072	236 Added 4.58%	5,389 $549,000
Q3 2019 Nov 08, 2019	BUY	$100.58 - $101.63 $19,713 - $19,919	196 Added 3.95%	5,153 $522,000
Q2 2019 Aug 07, 2019	BUY	$98.89 - $101.22 $68,728 - $70,347	695 Added 16.31%	4,957 $500,000
Q1 2019 May 08, 2019	SELL	$95.6 - $99.44 $9,177 - $9,546	-96 Reduced 2.2%	4,262 $424,000
Q4 2018 Feb 14, 2019	BUY	$94.77 - $97.0 $388,557 - $397,700	4,100 Added 1589.15%	4,358 $417,000
Q3 2018 Nov 13, 2018	BUY	$96.63 - $97.79 $24,930 - $25,229	258 New	258 $25,000
Q2 2018 Aug 13, 2018	SELL	$96.65 - $97.95 $21,166 - $21,451	-219 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$97.52 - $100.13 $21,356 - $21,928	219 New	219 $21,000

Others Institutions Holding FIBR

# of Institutions

Shares Held

368K

Call Options Held

Put Options Held

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About ISHARES U.S. FIXED INCOME BALA

Ticker FIBR
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Avantax Planning Partners, Inc. Ishares U.S. Fixed Income Bala Transaction History