Precedent Wealth Partners, LLC Ishares Tr Transaction History

Precedent Wealth Partners, LLC

  • $306 Billion
  • Q4 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 50,451 shares of IDV stock, worth $1.47 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
50,451
Previous 46,543 8.4%
Holding current value
$1.47 Million
Previous $1.41 Billion 1.82%
% of portfolio
0.45%
Previous 0.46%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$27.03 - $29.92 $105,633 - $116,927
3,908 Added 8.4%
50,451 $1.38 Billion
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
487
Shares Held
79.7M
Call Options Held
20.5K
Put Options Held
24.8K
View Full List

About ISHARES TR

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