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 26,092 shares of IBDQ stock, worth $652,821. This represents 0.02% of its overall portfolio holdings.

Number of Shares
26,092
Previous 25,983 0.42%
Holding current value
$652,821
Previous $645,000 1.4%
% of portfolio
0.02%
Previous 0.02%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES IBONDS DEC 2025 TERM C


  • Ticker IBDQ
  • Sector ETFs
  • Industry ETFs
More about IBDQ
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