Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 131,053 shares of IBDX stock, worth $3.27 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
131,053
Previous 24,835 427.69%
Holding current value
$3.27 Million
Previous $610 Million 452.41%
% of portfolio
1.11%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$24.34 - $25.83 $2.59 Million - $2.74 Million
106,218 Added 427.69%
131,053 $3.37 Billion
Q2 2024

Jul 23, 2024
BUY
$24.0 - $24.77 $197,952 - $204,302
8,248 Added 49.73%
24,835 $610 Million
Q1 2024

Apr 23, 2024
BUY
$24.5 - $25.2 $77,591 - $79,808
3,167 Added 23.6%
16,587 $412 Million
Q4 2023

Jan 18, 2024
BUY
$22.73 - $25.34 $305,036 - $340,062
13,420 New
13,420 $339 Million

Others Institutions Holding IBDX

# of Institutions
121
Shares Held
25.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2032 TER

IBDX Quotes by TradingView
  • Ticker IBDX
  • Sector ETFs
  • Industry ETFs
More about IBDX
Track This Portfolio

Track Precedent Wealth Partners, LLC Portfolio

Follow Precedent Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email