Avantra Family Wealth, Inc. Ishares Iboxx $ Investment Gra Transaction History

Avantra Family Wealth, Inc.

  • $121 Billion
  • Q2 2025

A detailed history of Avantra Family Wealth, Inc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 4,173 shares of LQD stock, worth $465,372. This represents 0.38% of its overall portfolio holdings.

Number of Shares
4,173
Previous 4,277 2.43%
Holding current value
$465,372
Previous $465 Million 1.62%
% of portfolio
0.38%
Previous 0.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$105.23 - $109.61 $10,943 - $11,399
-104 Reduced 2.43%
4,173 $457 Million
Q1 2025

Apr 22, 2025
BUY
$105.1 - $109.61 $110,144 - $114,871
1,048 Added 32.46%
4,277 $465 Million
Q4 2024

Jan 24, 2025
BUY
$106.56 - $113.11 $344,082 - $365,232
3,229 New
3,229 $345 Million

Others Institutions Holding LQD

# of Institutions
1,238
Shares Held
277M
Call Options Held
16.2M
Put Options Held
46.5M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
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