Ishares Tr shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Precedent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 146k | 22.15 |
| 2025-06-30 | $3.1M | 140k | 21.98 |
| 2025-03-31 | $2.7M | 126k | 21.72 |
| 2024-12-31 | $3.0M | 139k | 21.36 |
| 2024-09-30 | $3.3M | 150k | 22.17 |
| 2024-06-30 | $2.7M | 128k | 21.26 |
| 2024-03-31 | $2.4M | 111k | 21.40 |
| 2023-12-31 | $2.1M | 96k | 21.64 |