Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 133,312 shares of IBDT stock, worth $3.31 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
133,312
Previous 114,599 16.33%
Holding current value
$3.31 Million
Previous $2.84 Billion 19.9%
% of portfolio
1.12%
Previous 1.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$24.62 - $25.59 $460,714 - $478,865
18,713 Added 16.33%
133,312 $3.4 Billion
Q2 2024

Jul 23, 2024
BUY
$24.4 - $24.86 $369,440 - $376,405
15,141 Added 15.22%
114,599 $2.84 Billion
Q1 2024

Apr 23, 2024
BUY
$24.69 - $25.14 $399,138 - $406,413
16,166 Added 19.41%
99,458 $2.48 Billion
Q4 2023

Jan 18, 2024
BUY
$23.63 - $25.1 $1.97 Million - $2.09 Million
83,292 New
83,292 $2.09 Billion

Others Institutions Holding IBDT

# of Institutions
302
Shares Held
67.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBDT Quotes by TradingView
  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
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