Avantax Advisory Services, Inc. Ishares Tr Ibonds Dec 2031 Ter Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 18,521 shares of IBDW stock, worth $390,607. This represents 0.0% of its overall portfolio holdings.

Number of Shares

18,521

Previous 17,800 4.05%

Holding current value

$390,607

Previous $369,000 5.42%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$20.23 - $21.04 $14,585 - $15,169	721 Added 4.05%	18,521 $389,000
Q1 2025 May 06, 2025	BUY	$20.1 - $20.8 $60,300 - $62,400	3,000 Added 20.27%	17,800 $369,000
Q4 2024 Feb 07, 2025	BUY	$20.28 - $21.2 $56,642 - $59,211	2,793 Added 23.26%	14,800 $301,000
Q3 2024 Nov 13, 2024	BUY	$20.12 - $21.28 $3,118 - $3,298	155 Added 1.31%	12,007 $254,000
Q2 2024 Aug 09, 2024	SELL	$19.84 - $20.44 $43,925 - $45,254	-2,214 Reduced 15.74%	11,852 $240,000

Q1 2024 May 08, 2024	BUY	$20.24 - $20.75 $82,761 - $84,846	4,089 Added 40.98%	14,066 $288,000
Q4 2023 Feb 07, 2024	BUY	$18.79 - $20.85 $187,467 - $208,020	9,977 New	9,977 $207,000

Others Institutions Holding IBDW

# of Institutions

252

Shares Held

77M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Avantax Advisory Services, Inc. Ishares Tr Ibonds Dec 2031 Ter Transaction History