Avantax Planning Partners, Inc. Ishares Short Term National Mu Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 62,269 shares of SUB stock, worth $6.58 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

62,269

Previous 68,204 8.7%

Holding current value

$6.58 Million

Previous $7.24 Million 9.31%

% of portfolio

0.24%

Previous 0.26%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$104.94 - $106.2 $622,818 - $630,297	-5,935 Reduced 8.7%	62,269 $6.57 Million
Q3 2024 Nov 13, 2024	SELL	$104.3 - $106.3 $1.8 Million - $1.84 Million	-17,276 Reduced 20.21%	68,204 $7.24 Million
Q2 2024 Aug 09, 2024	SELL	$104.04 - $104.8 $570,139 - $574,304	-5,480 Reduced 6.02%	85,480 $8.94 Million
Q1 2024 May 02, 2024	SELL	$104.73 - $105.42 $1.13 Million - $1.14 Million	-10,836 Reduced 10.64%	90,960 $9.53 Million
Q4 2023 Feb 09, 2024	SELL	$102.62 - $105.46 $7.14 Million - $7.34 Million	-69,599 Reduced 40.61%	101,796 $10.7 Million
Q3 2023 Nov 03, 2023	SELL	$102.82 - $104.26 $1.15 Million - $1.17 Million	-11,194 Reduced 6.13%	171,395 $17.6 Million
Q2 2023 Jul 17, 2023	SELL	$103.24 - $105.0 $37.2 Million - $37.8 Million	-359,853 Reduced 66.34%	182,589 $19 Million
Q1 2023 Apr 20, 2023	SELL	$103.3 - $105.14 $4.93 Million - $5.01 Million	-47,686 Reduced 8.08%	542,442 $56.8 Million
Q4 2022 Feb 09, 2023	SELL	$102.5 - $104.49 $294,072 - $299,781	-2,869 Reduced 0.48%	590,128 $61.5 Million
Q3 2022 Oct 14, 2022	BUY	$102.59 - $105.4 $13.9 Million - $14.3 Million	135,279 Added 29.56%	592,997 $60.9 Million
Q2 2022 Jul 18, 2022	BUY	$103.31 - $104.87 $5.34 Million - $5.42 Million	51,706 Added 12.74%	457,718 $47.9 Million
Q1 2022 May 09, 2022	BUY	$104.46 - $107.34 $33.3 Million - $34.2 Million	318,415 Added 363.5%	406,012 $42.5 Million
Q4 2021 Jan 28, 2022	BUY	$107.24 - $107.56 $7.55 Million - $7.57 Million	70,366 Added 408.37%	87,597 $9.41 Million
Q3 2021 Oct 27, 2021	SELL	$107.57 - $108.06 $575,714 - $578,337	-5,352 Reduced 23.7%	17,231 $1.85 Million
Q2 2021 Aug 10, 2021	SELL	$107.66 - $108.01 $112,935 - $113,302	-1,049 Reduced 4.44%	22,583 $2.44 Million
Q1 2021 May 06, 2021	BUY	$107.56 - $108.22 $118,638 - $119,366	1,103 Added 4.9%	23,632 $2.55 Million
Q4 2020 Feb 04, 2021	SELL	$107.6 - $108.11 $262,221 - $263,464	-2,437 Reduced 9.76%	22,529 $2.44 Million
Q3 2020 Oct 28, 2020	BUY	$107.69 - $108.53 $127,504 - $128,499	1,184 Added 4.98%	24,966 $2.7 Million
Q2 2020 Jul 15, 2020	SELL	$105.27 - $107.99 $170,642 - $175,051	-1,621 Reduced 6.38%	23,782 $2.57 Million
Q1 2020 Apr 27, 2020	SELL	$97.45 - $107.63 $23,193 - $25,615	-238 Reduced 0.93%	25,403 $2.7 Million
Q4 2019 Jan 15, 2020	SELL	$106.44 - $106.81 $1,915 - $1,922	-18 Reduced 0.07%	25,641 $2.74 Million
Q3 2019 Nov 08, 2019	SELL	$106.23 - $107.2 $19,121 - $19,296	-180 Reduced 0.7%	25,659 $2.73 Million
Q2 2019 Aug 07, 2019	SELL	$105.75 - $106.57 $259,616 - $261,629	-2,455 Reduced 8.68%	25,839 $2.75 Million
Q1 2019 May 08, 2019	SELL	$105.27 - $106.06 $23.6 Million - $23.8 Million	-224,002 Reduced 88.79%	28,294 $3 Million
Q4 2018 Feb 14, 2019	BUY	$104.3 - $105.4 $26.1 Million - $26.3 Million	249,775 Added 9907.77%	252,296 $26.6 Million
Q3 2018 Nov 13, 2018	BUY	$104.57 - $105.31 $263,620 - $265,486	2,521 New	2,521 $264,000
Q2 2018 Aug 13, 2018	SELL	$104.36 - $105.09 $4,070 - $4,098	-39 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$104.62 - $105.21 $4,080 - $4,103	39 New	39 $4,000
Q4 2017 Feb 09, 2018	SELL	$104.69 - $105.95 $414,048 - $419,032	-3,955 Closed	0 $0
Q3 2017 Oct 19, 2017	BUY	$105.97 - $106.11 $419,111 - $419,665	3,955	3,955 $419,000

Others Institutions Holding SUB

# of Institutions

901

Shares Held

71.4M

Call Options Held

Put Options Held

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Avantax Planning Partners, Inc. Ishares Short Term National Mu Transaction History