AVANTAX PLANNING PARTNERS, INC. – iShares iBonds Dec 2023 Term Corporate ETF Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$418,000
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-0.56%
quarter
iShares iBonds Dec 2023 Term Corporate ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -2K | $24.95 | 16.74K | |
| Q2 2022 | share | 0.00% | 0 shares | -3K | $25.09 | 16.74K | |
| Q1 2022 | share | Increase | +1.30% | 215 shares | -1K | $25.28 | 16.74K |
| Q4 2021 | share | 0.00% | 0 shares | -6K | $25.68 | 16.53K | |
| Q3 2021 | share | Decrease | -6.25% | -1.10K shares | -30K | $25.83 | 16.53K |
| Q2 2021 | share | Increase | +0.88% | 154 shares | 3K | $25.79 | 17.63K |
| Q1 2021 | share | Increase | +4.80% | 800 shares | 19K | $25.74 | 17.47K |
| Q4 2020 | share | Increase | 0.00% | 16.67K shares | 438K | $25.78 | 16.67K |
| Q4 2018 | share | Decrease | -13.80% | -4.30K shares | -107K | $22.46 | 26.89K |
| Q3 2018 | share | Increase | +21.31% | 5.48K shares | 133K | $22.33 | 31.20K |
| Q2 2018 | share | 0.00% | 0 shares | -5K | $22.14 | 25.72K | |
| Q1 2018 | share | Decrease | -5.33% | -1.44K shares | -51K | $22.15 | 25.72K |
| Q4 2017 | share | Increase | +15.07% | 3.55K shares | 82K | $22.57 | 27.17K |
| Q3 2017 | share | 0.00% | 0 shares | 4K | $22.63 | 23.61K | |
| Q2 2017 | share | Increase | +3.82% | 868 shares | 28K | $22.32 | 23.61K |
| Q1 2017 | share | Increase | +9.73% | 2.01K shares | 55K | $21.88 | 22.74K |
| Q4 2016 | share | Increase | 0.00% | 20.72K shares | 512K | $21.61 | 20.72K |