Precedent Wealth Partners, LLC Ishares Tr Transaction History

Precedent Wealth Partners, LLC

$408 Billion
Q2 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 140,083 shares of IBDV stock, worth $3.07 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

140,083

Previous 125,702 11.44%

Holding current value

$3.07 Million

Previous $2.73 Billion 12.77%

% of portfolio

0.75%

Previous 0.76%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$21.28 - $21.98 $306,027 - $316,094	14,381 Added 11.44%	140,083 $3.08 Billion
Q1 2025 Apr 17, 2025	SELL	$21.11 - $21.73 $289,565 - $298,070	-13,717 Reduced 9.84%	125,702 $2.73 Billion
Q4 2024 Jan 21, 2025	SELL	$21.24 - $22.15 $218,941 - $228,322	-10,308 Reduced 6.88%	139,419 $2.98 Billion
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

258

Shares Held

75.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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Precedent Wealth Partners, LLC Ishares Tr Transaction History