Modern Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Modern Wealth Management, LLC holds 4,249 shares of LQD stock, worth $473,848. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,249
Previous 4,230 0.45%
Holding current value
$473,848
Previous $450 Million 1.21%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
BUY
$104.54 - $108.46 $1,986 - $2,060
19 Added 0.45%
4,249 $455 Million
Q1 2024

May 13, 2024
BUY
$106.98 - $110.63 $19,791 - $20,466
185 Added 4.57%
4,230 $450 Million
Q4 2023

Feb 14, 2024
BUY
$98.28 - $111.36 $397,542 - $450,451
4,045 New
4,045 $448 Million

Others Institutions Holding LQD

# of Institutions
1,139
Shares Held
249M
Call Options Held
38.2M
Put Options Held
39.8M
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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