Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2025 Ter Transaction History

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 13,000 shares of IBMN stock, worth $347,880. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,000

Previous 13,000 -0.0%

Holding current value

$347,880

Previous $347,000 0.29%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$26.41 - $26.76 $1,795 - $1,819	-68 Reduced 0.52%	13,000 $347,000
Q1 2025 Apr 28, 2025	SELL	$26.63 - $26.75 $3,302 - $3,317	-124 Reduced 0.94%	13,068 $349,000
Q4 2024 Feb 07, 2025	SELL	$26.55 - $26.67 $87,986 - $88,384	-3,314 Reduced 20.08%	13,192 $351,000
Q3 2024 Nov 13, 2024	SELL	$26.42 - $26.67 $193,817 - $195,651	-7,336 Reduced 30.77%	16,506 $440,000
Q2 2024 Aug 09, 2024	SELL	$26.34 - $26.49 $117,292 - $117,959	-4,453 Reduced 15.74%	23,842 $631,000

Q1 2024 May 02, 2024	BUY	$26.4 - $26.55 $746,988 - $751,232	28,295 New	28,295 $748,000
Q1 2023 Apr 20, 2023	BUY	$26.16 - $26.7 $11,876 - $12,121	454 Added 1.8%	25,649 $682,000
Q4 2022 Feb 09, 2023	BUY	$25.83 - $26.5 $650,786 - $667,667	25,195 New	25,195 $664,000

Others Institutions Holding IBMN

# of Institutions

175

Shares Held

14.8M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

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Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2025 Ter Transaction History