Summit Wealth Partners, LLC Ishares Iboxx $ Investment Gra Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,325 shares of LQD stock, worth $357,304. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,325
Previous 5,118 35.03%
Holding current value
$357,304
Previous $578 Million 38.56%
% of portfolio
0.07%
Previous 0.11%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$106.56 - $113.11 $191,062 - $202,806
-1,793 Reduced 35.03%
3,325 $355 Million
Q3 2024

Oct 28, 2024
SELL
$106.11 - $113.72 $6,048 - $6,482
-57 Reduced 1.1%
5,118 $578 Million
Q2 2024

Sep 11, 2024
SELL
$104.54 - $108.46 $84,781 - $87,961
-811 Reduced 13.55%
5,175 $554 Million
Q1 2024

Sep 11, 2024
SELL
$106.98 - $110.63 $43,326 - $44,805
-405 Reduced 6.34%
5,986 $652 Million
Q4 2023

Sep 11, 2024
SELL
$98.28 - $111.36 $49,926 - $56,570
-508 Reduced 7.36%
6,391 $707 Million
Q3 2023

Sep 11, 2024
SELL
$102.02 - $108.51 $147,929 - $157,339
-1,450 Reduced 17.37%
6,899 $704 Million
Q2 2023

Sep 11, 2024
SELL
$106.02 - $110.43 $275,015 - $286,455
-2,594 Reduced 23.7%
8,349 $903 Million
Q1 2023

Sep 11, 2024
SELL
$104.89 - $111.81 $918,416 - $979,008
-8,756 Reduced 44.45%
10,943 $1.2 Billion
Q4 2022

Sep 11, 2024
SELL
$99.2 - $110.03 $887,939 - $984,878
-8,951 Reduced 31.24%
19,699 $2.08 Billion
Q3 2022

Sep 11, 2024
SELL
$101.44 - $114.61 $127,814 - $144,408
-1,260 Reduced 4.21%
28,650 $2.94 Billion
Q2 2022

Sep 11, 2024
SELL
$107.41 - $121.51 $2.09 Million - $2.36 Million
-19,429 Reduced 39.38%
29,910 $3.29 Billion
Q1 2022

Sep 11, 2024
BUY
$118.44 - $131.22 $151,484 - $167,830
1,279 Added 2.66%
49,339 $5.97 Billion
Q4 2021

Sep 10, 2024
BUY
$130.98 - $134.88 $20,301 - $20,906
155 Added 0.32%
48,060 $6.37 Billion
Q3 2021

Sep 10, 2024
BUY
$133.03 - $136.33 $63,189 - $64,756
475 Added 1.0%
47,905 $6.37 Billion
Q2 2021

Sep 10, 2024
BUY
$129.85 - $134.36 $161,143 - $166,740
1,241 Added 2.69%
47,430 $6.37 Billion
Q1 2021

Sep 10, 2024
SELL
$128.44 - $137.43 $170,825 - $182,781
-1,330 Reduced 2.8%
46,189 $6.01 Billion
Q4 2020

Sep 10, 2024
SELL
$133.73 - $138.48 $279,896 - $289,838
-2,093 Reduced 4.22%
47,519 $6.56 Billion
Q3 2020

Sep 10, 2024
BUY
$134.22 - $139.15 $268,708 - $278,578
2,002 Added 4.2%
49,612 $6.68 Billion
Q2 2020

Sep 10, 2024
BUY
$121.1 - $134.5 $1.82 Million - $2.02 Million
15,029 Added 46.13%
47,610 $6.4 Billion
Q1 2020

Sep 10, 2024
SELL
$105.05 - $134.27 $276,071 - $352,861
-2,628 Reduced 7.46%
32,581 $4.02 Billion
Q4 2019

Sep 09, 2024
BUY
$125.71 - $128.49 $4.43 Million - $4.52 Million
35,209 New
35,209 $4.51 Billion

Others Institutions Holding LQD

# of Institutions
1,189
Shares Held
240M
Call Options Held
39.2M
Put Options Held
38.5M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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