Avantax Planning Partners, Inc. Ishares Iboxx $ Investment Gra Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 5,193 shares of LQD stock, worth $562,505. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,193

Previous 5,650 8.09%

Holding current value

$562,505

Previous $638,000 13.17%

% of portfolio

0.02%

Previous 0.02%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$106.56 - $113.11 $48,697 - $51,691	-457 Reduced 8.09%	5,193 $554,000
Q3 2024 Nov 13, 2024	SELL	$106.11 - $113.72 $2,334 - $2,501	-22 Reduced 0.39%	5,650 $638,000
Q2 2024 Aug 09, 2024	BUY	$104.54 - $108.46 $522 - $542	5 Added 0.09%	5,672 $607,000
Q1 2024 May 02, 2024	SELL	$106.98 - $110.63 $14,549 - $15,045	-136 Reduced 2.34%	5,667 $617,000
Q4 2023 Feb 09, 2024	SELL	$98.28 - $111.36 $26,732 - $30,289	-272 Reduced 4.48%	5,803 $642,000
Q3 2023 Nov 03, 2023	SELL	$102.02 - $108.51 $120,383 - $128,041	-1,180 Reduced 16.26%	6,075 $619,000
Q2 2023 Jul 17, 2023	SELL	$106.02 - $110.43 $53,328 - $55,546	-503 Reduced 6.48%	7,255 $784,000
Q1 2023 Apr 20, 2023	SELL	$104.89 - $111.81 $18,460 - $19,678	-176 Reduced 2.22%	7,758 $850,000
Q4 2022 Feb 09, 2023	SELL	$99.2 - $110.03 $214,668 - $238,104	-2,164 Reduced 21.43%	7,934 $836,000
Q3 2022 Oct 14, 2022	BUY	$101.44 - $114.61 $90,484 - $102,232	892 Added 9.69%	10,098 $1.04 Million
Q2 2022 Jul 18, 2022	SELL	$107.41 - $121.51 $9,559 - $10,814	-89 Reduced 0.96%	9,206 $1.01 Million
Q1 2022 May 09, 2022	SELL	$118.44 - $131.22 $23,451 - $25,981	-198 Reduced 2.09%	9,295 $1.12 Million
Q4 2021 Jan 28, 2022	SELL	$130.98 - $134.88 $4,060 - $4,181	-31 Reduced 0.33%	9,493 $1.26 Million
Q3 2021 Oct 27, 2021	SELL	$133.03 - $136.33 $38,445 - $39,399	-289 Reduced 2.95%	9,524 $1.27 Million
Q2 2021 Aug 10, 2021	SELL	$129.85 - $134.36 $2,856 - $2,955	-22 Reduced 0.22%	9,813 $1.32 Million
Q1 2021 May 06, 2021	SELL	$128.44 - $137.43 $94,403 - $101,011	-735 Reduced 6.95%	9,835 $1.28 Million
Q4 2020 Feb 04, 2021	BUY	$133.73 - $138.48 $37,444 - $38,774	280 Added 2.72%	10,570 $1.46 Million
Q3 2020 Oct 28, 2020	BUY	$134.22 - $139.15 $163,479 - $169,484	1,218 Added 13.43%	10,290 $1.39 Million
Q2 2020 Jul 15, 2020	BUY	$121.1 - $134.5 $484 - $538	4 Added 0.04%	9,072 $1.22 Million
Q1 2020 Apr 27, 2020	BUY	$105.05 - $134.27 $210 - $268	2 Added 0.02%	9,068 $1.12 Million
Q4 2019 Jan 15, 2020	SELL	$125.71 - $128.49 $568,963 - $581,545	-4,526 Reduced 33.3%	9,066 $1.16 Million
Q3 2019 Nov 08, 2019	BUY	$122.95 - $129.1 $73,032 - $76,685	594 Added 4.57%	13,592 $1.73 Million
Q2 2019 Aug 07, 2019	BUY	$118.17 - $124.37 $10,517 - $11,068	89 Added 0.69%	12,998 $1.61 Million
Q1 2019 May 08, 2019	BUY	$113.15 - $119.15 $214,871 - $226,265	1,899 Added 17.25%	12,909 $1.54 Million
Q4 2018 Feb 14, 2019	SELL	$111.35 - $114.52 $881,001 - $906,082	-7,912 Reduced 41.81%	11,010 $1.24 Million
Q3 2018 Nov 13, 2018	SELL	$114.24 - $116.27 $2.08 Million - $2.12 Million	-18,200 Reduced 49.03%	18,922 $2.18 Million
Q2 2018 Aug 13, 2018	SELL	$113.81 - $117.24 $658,277 - $678,116	-5,784 Reduced 13.48%	37,122 $4.25 Million
Q1 2018 May 15, 2018	BUY	$115.72 - $120.97 $36,798 - $38,468	318 Added 0.75%	42,906 $5.04 Million
Q4 2017 Feb 09, 2018	SELL	$119.89 - $121.79 $2.29 Million - $2.32 Million	-19,060 Reduced 30.92%	42,588 $5.18 Million
Q3 2017 Oct 19, 2017	BUY	$120.62 - $121.61 $7.44 Million - $7.5 Million	61,648	61,648 $7.47 Million

Others Institutions Holding LQD

# of Institutions

1,230

Shares Held

233M

Call Options Held

36.9M

Put Options Held

28.7M

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Avantax Planning Partners, Inc. Ishares Iboxx $ Investment Gra Transaction History