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
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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 | 128k | 25.62 |
| 2025-06-30 | $3.2M | 127k | 25.28 |
| 2025-03-31 | $2.8M | 114k | 24.99 |
| 2024-12-31 | $3.1M | 128k | 24.58 |
| 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 |