Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 125,236 shares of IBDS stock, worth $3.02 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
125,236
Previous 138,888 9.83%
Holding current value
$3.02 Million
Previous $3.38 Billion 11.35%
% of portfolio
0.98%
Previous 1.12%

Shares

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

Jan 21, 2025
SELL
$23.88 - $24.32 $326,009 - $332,016
-13,652 Reduced 9.83%
125,236 $3 Billion
Q3 2024

Oct 17, 2024
BUY
$23.63 - $24.42 $458,705 - $474,041
19,412 Added 16.25%
138,888 $3.38 Billion
Q2 2024

Jul 23, 2024
BUY
$23.48 - $23.77 $376,877 - $381,532
16,051 Added 15.52%
119,476 $2.84 Billion
Q1 2024

Apr 23, 2024
BUY
$23.67 - $24.03 $395,170 - $401,180
16,695 Added 19.25%
103,425 $2.46 Billion
Q4 2023

Jan 18, 2024
BUY
$22.84 - $23.94 $1.98 Million - $2.08 Million
86,730 New
86,730 $2.08 Billion

Others Institutions Holding IBDS

# of Institutions
355
Shares Held
86.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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