Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Precedent Wealth Partners, LLC

  • $454 Billion
  • Q3 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 125,708 shares of IBDT stock, worth $3.2 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
125,708
Previous 120,733 4.12%
Holding current value
$3.2 Million
Previous $3.07 Billion 4.53%
% of portfolio
0.71%
Previous 0.75%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$25.24 - $25.56 $125,568 - $127,161
4,975 Added 4.12%
125,708 $3.21 Billion
Q2 2025

Jul 21, 2025
BUY
$24.94 - $25.42 $306,088 - $311,979
12,273 Added 11.32%
120,733 $3.07 Billion
Q1 2025

Apr 17, 2025
SELL
$24.79 - $25.26 $291,232 - $296,754
-11,748 Reduced 9.77%
108,460 $2.74 Billion
Q4 2024

Jan 21, 2025
SELL
$24.82 - $25.48 $325,241 - $333,889
-13,104 Reduced 9.83%
120,208 $2.99 Billion
Q3 2024

Oct 17, 2024
BUY
$24.62 - $25.59 $460,714 - $478,865
18,713 Added 16.33%
133,312 $3.4 Billion
Q2 2024

Jul 23, 2024
BUY
$24.4 - $24.86 $369,440 - $376,405
15,141 Added 15.22%
114,599 $2.84 Billion
Q1 2024

Apr 23, 2024
BUY
$24.69 - $25.14 $399,138 - $406,413
16,166 Added 19.41%
99,458 $2.48 Billion
Q4 2023

Jan 18, 2024
BUY
$23.63 - $25.1 $1.97 Million - $2.09 Million
83,292 New
83,292 $2.09 Billion

Others Institutions Holding IBDT

# of Institutions
411
Shares Held
95.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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