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

Precedent Wealth Partners, LLC

  • $306 Billion
  • Q4 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 127,850 shares of IBDX stock, worth $3.14 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
127,850
Previous 131,053 2.44%
Holding current value
$3.14 Million
Previous $3.37 Billion 6.73%
% of portfolio
1.03%
Previous 1.11%

Shares

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

Jan 21, 2025
SELL
$24.5 - $25.72 $78,473 - $82,381
-3,203 Reduced 2.44%
127,850 $3.14 Billion
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
118
Shares Held
26.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2032 TER

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  • Ticker IBDX
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