Precedent Wealth Partners, LLC Ishares Tr Transaction History

Precedent Wealth Partners, LLC

  • $233 Billion
  • Q1 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 63,188 shares of IDV stock, worth $1.76 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
63,188
Previous 66,751 5.34%
Holding current value
$1.76 Million
Previous $1.87 Billion 5.17%
% of portfolio
0.76%
Previous 0.95%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
461
Shares Held
77.6M
Call Options Held
83.2K
Put Options Held
22.3K
View Full List

About ISHARES TR

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