Optivise Advisory Services LLC Ishares Iboxx $ Investment Gra Transaction History

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024

A detailed history of Optivise Advisory Services LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Optivise Advisory Services LLC holds 10,210 shares of LQD stock, worth $1.12 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
10,210
Previous 10,706 4.63%
Holding current value
$1.12 Million
Previous $1.21 Billion 9.82%
% of portfolio
0.59%
Previous 0.64%

Shares

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

Feb 13, 2025
SELL
$106.56 - $113.11 $52,853 - $56,102
-496 Reduced 4.63%
10,210 $1.09 Billion
Q3 2024

Nov 12, 2024
BUY
$106.11 - $113.72 $1.14 Million - $1.22 Million
10,706 New
10,706 $1.21 Billion
Q2 2024

Nov 14, 2024
BUY
$104.54 - $108.46 $22,894 - $23,752
219 Added 2.05%
10,925 $1.17 Billion

Others Institutions Holding LQD

# of Institutions
1,228
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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  • Ticker LQD
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