ISHARES TR

Ticker: IBTG CUSIP: 46436E858 Class: ETF

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 57,906 Value ($000) $1,325 Avg Close — Range —
Q3 2025
Shares 57,909 Value ($000) $1,329 Avg Close — Range —
Q2 2025
Shares 57,909 Value ($000) $1,328 Avg Close — Range —
Q1 2025
Shares 59,926 Value ($000) $1,375 Avg Close — Range —
Q4 2024
Shares 60,092 Value ($000) $1,371 Avg Close — Range —
Q2 2024
Shares 47,830 Value ($000) $1,084 Avg Close — Range —
Q1 2024
Shares 78,182 Value ($000) $1,776 Avg Close — Range —
Q4 2023
Shares 8,809 Value ($000) $201 Avg Close — Range —
Q2 2023
Shares 9,214 Value ($000) $209 Avg Close — Range —
Q1 2023
Shares 9,017 Value ($000) $208 Avg Close — Range —