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Ishares Tr shares owned by Precedent Wealth Partners

Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by Precedent Wealth Partners from 13F filings

Historical chart of Precedent Wealth Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Precedent Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 131k 25.71
2024-06-30 $610k 25k 24.56
2024-03-31 $412k 17k 24.81
2023-12-31 $339k 13k 25.23

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Us High Dividend (DHS)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)

View all positions for Precedent Wealth Partners

Top funds holding Ishares Tr

Wells Fargo & Company
First Interstate Bank
Aptus Capital Advisors
Capital Investment Advisors
Bank of America Corporation
Gateway Advisory
Golub Group
Sigma Investment Counselors
MV Capital Management
Raymond James Financial Services Advisors
Arrow Financial Corp.
Us Bancorp
Goss Wealth Management
Rockefeller Capital Management
Morgan Stanley

View all funds holding Ishares Tr