Fortis Group Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Fortis Group Advisors, LLC

$537 Billion
Q4 2024

A detailed history of Fortis Group Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 200 shares of LQD stock, worth $21,664. This represents 0.0% of its overall portfolio holdings.

Number of Shares

200

Previous 62,933 99.68%

Holding current value

$21,664

Previous $7.11 Billion 99.7%

% of portfolio

0.0%

Previous 1.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$106.56 - $113.11 $6.68 Million - $7.1 Million	-62,733 Reduced 99.68%	200 $21.4 Million
Q3 2024 Oct 21, 2024	BUY	$106.11 - $113.72 $5.82 Million - $6.23 Million	54,825 Added 676.18%	62,933 $7.11 Billion
Q2 2024 Jul 30, 2024	SELL	$104.54 - $108.46 $1.4 Million - $1.46 Million	-13,427 Reduced 62.35%	8,108 $869 Million
Q1 2024 Apr 30, 2024	BUY	$106.98 - $110.63 $342,763 - $354,458	3,204 Added 17.48%	21,535 $2.35 Billion
Q4 2023 Mar 04, 2024	BUY	$98.28 - $111.36 $27,321 - $30,958	278 Added 1.54%	18,331 $2.01 Billion
Q3 2023 Dec 01, 2023	BUY	$102.02 - $108.51 $58,865 - $62,610	577 Added 3.3%	18,053 $1.98 Billion
Q2 2023 Jul 18, 2023	SELL	$106.02 - $110.43 $39,545 - $41,190	-373 Reduced 2.09%	17,476 $1.89 Billion
Q1 2023 May 26, 2023	SELL	$104.89 - $111.81 $5.22 Million - $5.57 Million	-49,807 Reduced 73.62%	17,849 $1.96 Billion
Q3 2020 Nov 17, 2020	BUY	$134.22 - $139.15 $9.08 Million - $9.41 Million	67,656 New	67,656 $9.11 Million

Others Institutions Holding LQD

# of Institutions

1,230

Shares Held

233M

Call Options Held

36.9M

Put Options Held

28.7M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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Fortis Group Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History