Ishares Tr shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of Ishares Tr (IBDW) 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 | $3.3M | 154k | 21.22 |
| 2025-06-30 | $3.1M | 148k | 21.04 |
| 2025-03-31 | $2.8M | 133k | 20.75 |
| 2024-12-31 | $3.0M | 147k | 20.35 |
| 2024-09-30 | $3.3M | 157k | 21.22 |
| 2024-06-30 | $2.7M | 135k | 20.29 |
| 2024-03-31 | $2.4M | 116k | 20.49 |
| 2023-12-31 | $2.1M | 101k | 20.77 |