Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 9,528 shares of IBDS stock, worth $229,243. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,528

Previous 9,110 4.59%

Holding current value

$229,243

Previous $222,000 2.7%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$23.88 - $24.32 $9,981 - $10,165	418 Added 4.59%	9,528 $228,000
Q3 2024 Nov 13, 2024	BUY	$23.63 - $24.42 $2,646 - $2,735	112 Added 1.24%	9,110 $222,000
Q2 2024 Aug 09, 2024	BUY	$23.48 - $23.77 $12,538 - $12,693	534 Added 6.31%	8,998 $213,000
Q1 2024 May 02, 2024	BUY	$23.67 - $24.03 $200,342 - $203,389	8,464 New	8,464 $201,000
Q1 2019 May 08, 2019	SELL	$23.35 - $24.57 $249,284 - $262,309	-10,676 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$23.79 - $24.9 $253,982 - $265,832	10,676 New	10,676 $257,000

Others Institutions Holding IBDS

# of Institutions

377

Shares Held

99.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

More about IBDS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Account

Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History