Precedent Wealth Partners, LLC Ishares Tr Transaction History

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 149,727 shares of IBDV stock, worth $3.2 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
149,727
Previous 128,207 16.79%
Holding current value
$3.2 Million
Previous $2.73 Billion 21.78%
% of portfolio
1.09%
Previous 1.1%

Shares

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

Oct 17, 2024
BUY
$21.11 - $22.24 $454,287 - $478,604
21,520 Added 16.79%
149,727 $3.32 Billion
Q2 2024

Jul 23, 2024
BUY
$20.82 - $21.38 $366,265 - $376,116
17,592 Added 15.9%
128,207 $2.73 Billion
Q1 2024

Apr 23, 2024
BUY
$21.16 - $21.68 $301,974 - $309,395
14,271 Added 14.81%
110,615 $2.37 Billion
Q4 2023

Jan 18, 2024
BUY
$19.85 - $21.72 $1.91 Million - $2.09 Million
96,344 New
96,344 $2.08 Billion

Others Institutions Holding IBDV

# of Institutions
195
Shares Held
49.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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