Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 147,116 shares of IBDW stock, worth $3.05 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

147,116

Previous 157,176 6.4%

Holding current value

$3.05 Million

Previous $3.34 Billion 10.24%

% of portfolio

0.98%

Previous 1.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$20.28 - $21.2 $204,016 - $213,272	-10,060 Reduced 6.4%	147,116 $2.99 Billion
Q3 2024 Oct 17, 2024	BUY	$20.12 - $21.28 $453,243 - $479,374	22,527 Added 16.73%	157,176 $3.34 Billion
Q2 2024 Jul 23, 2024	BUY	$19.84 - $20.44 $371,226 - $382,452	18,711 Added 16.14%	134,649 $2.73 Billion
Q1 2024 Apr 23, 2024	BUY	$20.24 - $20.75 $309,368 - $317,163	15,285 Added 15.19%	115,938 $2.38 Billion
Q4 2023 Jan 18, 2024	BUY	$18.79 - $20.85 $1.89 Million - $2.1 Million	100,653 New	100,653 $2.09 Billion

Others Institutions Holding IBDW

# of Institutions

184

Shares Held

54.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History