Shared Vision Wealth Group LLC Ishares Iboxx $ Investment Gra Transaction History

Shared Vision Wealth Group LLC

  • $187 Billion
  • Q3 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 5,751 shares of LQD stock, worth $615,241. This represents 0.35% of its overall portfolio holdings.

Number of Shares
5,751
Previous 5,827 1.3%
Holding current value
$615,241
Previous $624 Million 4.1%
% of portfolio
0.35%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$106.11 - $113.72 $8,064 - $8,642
-76 Reduced 1.3%
5,751 $650 Million
Q2 2024

Jul 23, 2024
SELL
$104.54 - $108.46 $866,845 - $899,350
-8,292 Reduced 58.73%
5,827 $624 Million
Q1 2024

May 06, 2024
BUY
$106.98 - $110.63 $28,456 - $29,427
266 Added 1.92%
14,119 $1.54 Billion
Q4 2023

Feb 07, 2024
BUY
$98.28 - $111.36 $1.36 Million - $1.54 Million
13,853 New
13,853 $1.53 Billion

Others Institutions Holding LQD

# of Institutions
1,186
Shares Held
246M
Call Options Held
39.5M
Put Options Held
38.7M
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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