Avantax Planning Partners, Inc. Ishares Ibonds Dec 2025 Term C Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 25,901 shares of IBDQ stock, worth $651,410. This represents 0.02% of its overall portfolio holdings.

Number of Shares

25,901

Previous 26,092 0.73%

Holding current value

$651,410

Previous $654,000 0.92%

% of portfolio

0.02%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$25.0 - $25.11 $4,775 - $4,796	-191 Reduced 0.73%	25,901 $648,000
Q3 2024 Nov 13, 2024	BUY	$24.78 - $25.11 $2,701 - $2,736	109 Added 0.42%	26,092 $654,000
Q2 2024 Aug 09, 2024	BUY	$24.69 - $24.86 $15,678 - $15,786	635 Added 2.51%	25,983 $645,000
Q1 2024 May 02, 2024	BUY	$24.7 - $24.84 $178,556 - $179,568	7,229 Added 39.9%	25,348 $628,000
Q4 2023 Feb 09, 2024	BUY	$24.29 - $24.76 $242 - $247	10 Added 0.06%	18,119 $448,000
Q3 2023 Nov 03, 2023	BUY	$24.29 - $24.48 $2,671 - $2,692	110 Added 0.61%	18,109 $441,000
Q2 2023 Jul 17, 2023	BUY	$24.34 - $24.65 $559 - $566	23 Added 0.13%	17,999 $438,000
Q1 2023 Apr 20, 2023	BUY	$24.13 - $24.64 $32,382 - $33,066	1,342 Added 8.07%	17,976 $440,000
Q1 2022 May 09, 2022	BUY	$25.16 - $26.41 $14,894 - $15,634	592 Added 3.69%	16,634 $420,000
Q4 2021 Jan 28, 2022	BUY	$26.4 - $26.86 $554 - $564	21 Added 0.13%	16,042 $424,000
Q3 2021 Oct 27, 2021	SELL	$26.83 - $27.09 $42,471 - $42,883	-1,583 Reduced 8.99%	16,021 $430,000
Q1 2021 May 06, 2021	BUY	$26.73 - $27.32 $23,896 - $24,424	894 Added 5.35%	17,604 $472,000
Q4 2020 Feb 04, 2021	SELL	$27.03 - $27.37 $2,324 - $2,353	-86 Reduced 0.51%	16,710 $457,000
Q2 2020 Jul 15, 2020	SELL	$24.65 - $26.99 $19,350 - $21,187	-785 Reduced 4.47%	16,796 $453,000
Q1 2020 Apr 27, 2020	BUY	$22.67 - $26.73 $24,052 - $28,360	1,061 Added 6.42%	17,581 $439,000
Q4 2019 Jan 15, 2020	BUY	$25.74 - $26.03 $2,496 - $2,524	97 Added 0.59%	16,520 $429,000
Q2 2019 Aug 07, 2019	BUY	$24.71 - $25.61 $4,867 - $5,045	197 Added 1.21%	16,423 $418,000
Q1 2019 May 08, 2019	SELL	$23.79 - $24.92 $252,292 - $264,276	-10,605 Reduced 39.53%	16,226 $404,000
Q4 2018 Feb 14, 2019	SELL	$23.51 - $23.86 $12,037 - $12,216	-512 Reduced 1.87%	26,831 $633,000
Q3 2018 Nov 13, 2018	BUY	$23.84 - $24.18 $17,856 - $18,110	749 Added 2.82%	27,343 $654,000
Q2 2018 Aug 13, 2018	BUY	$23.71 - $24.24 $15,387 - $15,731	649 Added 2.5%	26,594 $636,000
Q1 2018 May 15, 2018	BUY	$24.0 - $25.02 $254,520 - $265,337	10,605 Added 69.13%	25,945 $630,000
Q4 2017 Feb 09, 2018	BUY	$24.87 - $25.23 $88,089 - $89,364	3,542 Added 30.02%	15,340 $384,000
Q3 2017 Oct 19, 2017	BUY	$25.14 - $25.21 $296,601 - $297,427	11,798	11,798 $297,000

Others Institutions Holding IBDQ

# of Institutions

420

Shares Held

94.6M

Call Options Held

Put Options Held

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About ISHARES IBONDS DEC 2025 TERM C

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Avantax Planning Partners, Inc. Ishares Ibonds Dec 2025 Term C Transaction History