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
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr by Precedent Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $412k | 17k | 24.81 |
2023-12-31 | $339k | 13k | 25.23 |