Precedent Wealth Partners, LLC Ishares Tr Transaction History

Precedent Wealth Partners, LLC

  • $233 Billion
  • Q1 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 110,615 shares of IBDV stock, worth $2.34 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
110,615
Previous 96,344 14.81%
Holding current value
$2.34 Million
Previous $2.08 Billion 13.54%
% of portfolio
1.02%
Previous 1.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
152
Shares Held
31.4M
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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