Precedent Wealth Partners, LLC Ishares Tr Transaction History

Precedent Wealth Partners, LLC

$477 Billion
Q4 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 21,860 shares of IDV stock, worth $835,489. This represents 0.18% of its overall portfolio holdings.

Number of Shares

21,860

Previous 29,916 26.93%

Holding current value

$835,489

Previous $1.09 Billion 21.13%

% of portfolio

0.18%

Previous 0.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$35.91 - $38.56 $289,290 - $310,639	-8,056 Reduced 26.93%	21,860 $862 Million
Q3 2025 Oct 14, 2025	SELL	$34.54 - $37.28 $79,511 - $85,818	-2,302 Reduced 7.15%	29,916 $1.09 Billion
Q2 2025 Jul 21, 2025	SELL	$27.79 - $34.84 $27,039 - $33,899	-973 Reduced 2.93%	32,218 $1.11 Billion
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

585

Shares Held

91.4M

Call Options Held

13.5K

Put Options Held

138K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

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Precedent Wealth Partners, LLC Ishares Tr Transaction History