Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 59,555 shares of IBTF stock, worth $1.39 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

59,555

Previous 60,174 1.03%

Holding current value

$1.39 Million

Previous $1.41 Million 1.49%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$23.25 - $23.37 $14,391 - $14,466	-619 Reduced 1.03%	59,555 $1.39 Million
Q3 2024 Nov 13, 2024	SELL	$23.13 - $23.43 $3,099 - $3,139	-134 Reduced 0.22%	60,174 $1.41 Million
Q2 2024 Aug 09, 2024	SELL	$23.1 - $23.22 $6,075 - $6,106	-263 Reduced 0.43%	60,308 $1.4 Million
Q1 2024 May 02, 2024	SELL	$23.16 - $23.36 $4,817 - $4,858	-208 Reduced 0.34%	60,571 $1.41 Million
Q4 2023 Feb 09, 2024	SELL	$22.97 - $23.28 $76,949 - $77,988	-3,350 Reduced 5.22%	60,779 $1.41 Million
Q2 2023 Jul 17, 2023	BUY	$23.13 - $23.6 $809 - $826	35 Added 0.05%	64,129 $1.48 Million
Q1 2023 Apr 20, 2023	BUY	$22.99 - $23.65 $32,185 - $33,110	1,400 Added 2.23%	64,094 $1.51 Million
Q4 2022 Feb 09, 2023	BUY	$23.05 - $23.48 $164,000 - $167,060	7,115 Added 12.8%	62,694 $1.46 Million
Q3 2022 Oct 14, 2022	BUY	$23.19 - $24.14 $1.29 Million - $1.34 Million	55,579 New	55,579 $1.29 Million

Others Institutions Holding IBTF

# of Institutions

307

Shares Held

85.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

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