Precedent Wealth Partners, LLC Ishares Tr Transaction History

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 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 46,543 shares of IDV stock, worth $1.31 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
46,543
Previous 51,969 10.44%
Holding current value
$1.31 Million
Previous $1.44 Billion 2.15%
% of portfolio
0.46%
Previous 0.58%

Shares

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

Oct 17, 2024
SELL
$27.62 - $30.64 $149,866 - $166,252
-5,426 Reduced 10.44%
46,543 $1.41 Billion
Q2 2024

Jul 23, 2024
SELL
$26.94 - $30.1 $302,239 - $337,691
-11,219 Reduced 17.75%
51,969 $1.44 Billion
Q1 2024

Apr 23, 2024
SELL
$26.95 - $28.13 $96,022 - $100,227
-3,563 Reduced 5.34%
63,188 $1.77 Billion
Q4 2023

Jan 18, 2024
BUY
$24.46 - $28.13 $1.63 Million - $1.88 Million
66,751 New
66,751 $1.87 Billion

Others Institutions Holding IDV

# of Institutions
478
Shares Held
76.4M
Call Options Held
92.6K
Put Options Held
28.2K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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