Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 131,039 shares of IBDU stock, worth $3.01 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
131,039
Previous 145,022 9.64%
Holding current value
$3.01 Million
Previous $3.41 Billion 12.37%
% of portfolio
0.97%
Previous 1.12%

Shares

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

Jan 21, 2025
SELL
$22.71 - $23.47 $317,553 - $328,181
-13,983 Reduced 9.64%
131,039 $2.99 Billion
Q3 2024

Oct 17, 2024
BUY
$22.51 - $23.57 $457,268 - $478,800
20,314 Added 16.29%
145,022 $3.41 Billion
Q2 2024

Jul 23, 2024
BUY
$22.29 - $22.77 $363,728 - $371,560
16,318 Added 15.05%
124,708 $2.83 Billion
Q1 2024

Apr 23, 2024
BUY
$22.61 - $23.1 $363,953 - $371,840
16,097 Added 17.44%
108,390 $2.47 Billion
Q4 2023

Jan 18, 2024
BUY
$21.44 - $23.11 $1.98 Million - $2.13 Million
92,293 New
92,293 $2.13 Billion

Others Institutions Holding IBDU

# of Institutions
252
Shares Held
62.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

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