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

Precedent Wealth Partners, LLC

  • $248 Billion
  • Q2 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 134,649 shares of IBDW stock, worth $2.86 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
134,649
Previous 115,938 16.14%
Holding current value
$2.86 Million
Previous $2.38 Billion 15.01%
% of portfolio
1.1%
Previous 1.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
142
Shares Held
36.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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