Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Precedent Wealth Partners, LLC

  • $233 Billion
  • Q1 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 103,425 shares of IBDS stock, worth $2.45 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
103,425
Previous 86,730 19.25%
Holding current value
$2.45 Million
Previous $2.08 Billion 18.6%
% of portfolio
1.06%
Previous 1.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$23.67 - $24.03 $395,170 - $401,180
16,695 Added 19.25%
103,425 $2.46 Billion
Q4 2023

Jan 18, 2024
BUY
$22.84 - $23.94 $1.98 Million - $2.08 Million
86,730 New
86,730 $2.08 Billion

Others Institutions Holding IBDS

# of Institutions
320
Shares Held
75.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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