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

Avaii Wealth Management, LLC

  • $168 Million
  • Q1 2024

A detailed history of Avaii Wealth Management, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 3,855 shares of LQD stock, worth $416,841. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,855
Previous 6,536 41.02%
Holding current value
$416,841
Previous $723,000 42.05%
% of portfolio
0.25%
Previous 0.48%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$106.98 - $110.63 $286,813 - $296,599
-2,681 Reduced 41.02%
3,855 $419,000
Q4 2023

Feb 05, 2024
BUY
$98.28 - $111.36 $24,078 - $27,283
245 Added 3.89%
6,536 $723,000
Q3 2023

Oct 24, 2023
SELL
$102.02 - $108.51 $6,427 - $6,836
-63 Reduced 0.99%
6,291 $641,000
Q2 2023

Jul 31, 2023
BUY
$106.02 - $110.43 $673,651 - $701,672
6,354 New
6,354 $687,000
Q1 2022

Apr 14, 2022
SELL
$118.44 - $131.22 $384,574 - $426,071
-3,247 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$130.98 - $134.88 $425,292 - $437,955
3,247 New
3,247 $430,000

Others Institutions Holding LQD

# of Institutions
1,175
Shares Held
274M
Call Options Held
38.8M
Put Options Held
37.9M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
Track This Portfolio

Track Avaii Wealth Management, LLC Portfolio

Follow Avaii Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avaii Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avaii Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email