Precedent Wealth Partners, LLC Ishares Tr Transaction History

Precedent Wealth Partners, LLC

$360 Billion
Q1 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 33,191 shares of IDV stock, worth $1.07 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

33,191

Previous 50,451 34.21%

Holding current value

$1.07 Million

Previous $1.38 Billion 25.47%

% of portfolio

0.29%

Previous 0.45%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$27.0 - $31.7 $466,020 - $547,142	-17,260 Reduced 34.21%	33,191 $1.03 Billion
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

502

Shares Held

78.2M

Call Options Held

35.7K

Put Options Held

52.4K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

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Precedent Wealth Partners, LLC Ishares Tr Transaction History