Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Precedent Wealth Partners, LLC

  • $306 Billion
  • Q4 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 124,299 shares of IBDR stock, worth $2.95 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
124,299
Previous 138,006 9.93%
Holding current value
$2.95 Million
Previous $3.35 Billion 10.78%
% of portfolio
0.98%
Previous 1.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
N/A
-13,707 Reduced 9.93%
124,299 $2.99 Billion
Q3 2024

Oct 17, 2024
BUY
$23.75 - $23.75 $466,568 - $466,568
19,645 Added 16.6%
138,006 $3.35 Billion
Q2 2024

Jul 23, 2024
BUY
$23.65 - $23.82 $371,305 - $373,974
15,700 Added 15.29%
118,361 $2.82 Billion
Q1 2024

Apr 23, 2024
BUY
$23.76 - $23.98 $401,757 - $405,477
16,909 Added 19.72%
102,661 $2.45 Billion
Q4 2023

Jan 18, 2024
BUY
$23.15 - $23.9 $1.99 Million - $2.05 Million
85,752 New
85,752 $2.05 Billion

Others Institutions Holding IBDR

# of Institutions
407
Shares Held
106M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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