Avantax Planning Partners, Inc. Ishares Tr Ibonds December 202 Transaction History

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 13,229 shares of IBMO stock, worth $338,794. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,229
Previous 13,229 -0.0%
Holding current value
$338,794
Previous $338,000 0.3%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$25.45 - $25.6 $432 - $435
-17 Reduced 0.13%
13,229 $338,000
Q4 2024

Feb 07, 2025
SELL
$25.4 - $25.62 $98,882 - $99,738
-3,893 Reduced 22.71%
13,246 $337,000
Q3 2024

Nov 13, 2024
SELL
$25.26 - $25.66 $179,143 - $181,980
-7,092 Reduced 29.27%
17,139 $439,000
Q2 2024

Aug 09, 2024
SELL
$25.16 - $25.33 $126,303 - $127,156
-5,020 Reduced 17.16%
24,231 $613,000
Q1 2024

May 02, 2024
BUY
$25.35 - $25.52 $741,512 - $746,485
29,251 New
29,251 $741,000

Others Institutions Holding IBMO

# of Institutions
201
Shares Held
18.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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