Avidian Wealth Solutions, LLC Ishares Iboxx $ Investment Gra Transaction History

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 3,762 shares of LQD stock, worth $405,430. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,762
Previous 3,266 15.19%
Holding current value
$405,430
Previous $348,000 17.24%
% of portfolio
0.02%
Previous 0.02%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$105.1 - $109.61 $52,129 - $54,366
496 Added 15.19%
3,762 $408,000
Q4 2024

Jan 29, 2025
SELL
$106.56 - $113.11 $16,943 - $17,984
-159 Reduced 4.64%
3,266 $348,000
Q3 2024

Oct 30, 2024
BUY
$106.11 - $113.72 $14,961 - $16,034
141 Added 4.29%
3,425 $386,000
Q2 2024

Aug 06, 2024
SELL
$104.54 - $108.46 $130,570 - $135,466
-1,249 Reduced 27.55%
3,284 $351,000
Q1 2024

May 03, 2024
SELL
$106.98 - $110.63 $204,331 - $211,303
-1,910 Reduced 29.64%
4,533 $493,000
Q4 2023

Feb 06, 2024
BUY
$98.28 - $111.36 $91,105 - $103,230
927 Added 16.81%
6,443 $712,000
Q3 2023

Oct 13, 2023
BUY
$102.02 - $108.51 $187,716 - $199,658
1,840 Added 50.05%
5,516 $562,000
Q2 2023

Aug 03, 2023
BUY
$106.02 - $110.43 $100,931 - $105,129
952 Added 34.95%
3,676 $397,000
Q1 2023

May 08, 2023
SELL
$104.89 - $111.81 $1.03 Million - $1.09 Million
-9,792 Reduced 78.24%
2,724 $298,000
Q4 2022

Feb 06, 2023
BUY
$99.2 - $110.03 $966,604 - $1.07 Million
9,744 Added 351.52%
12,516 $1.32 Million
Q3 2022

Nov 03, 2022
SELL
$101.44 - $114.61 $417,527 - $471,734
-4,116 Reduced 59.76%
2,772 $284,000
Q2 2022

Jul 29, 2022
SELL
$107.41 - $121.51 $223,842 - $253,226
-2,084 Reduced 23.23%
6,888 $758,000
Q1 2022

May 10, 2022
SELL
$118.44 - $131.22 $616,835 - $683,393
-5,208 Reduced 36.73%
8,972 $1.09 Million
Q4 2021

Feb 14, 2022
BUY
$130.98 - $134.88 $1.86 Million - $1.91 Million
14,180 New
14,180 $1.88 Million
Q3 2021

Nov 10, 2021
SELL
$133.03 - $136.33 $491,545 - $503,739
-3,695 Closed
0 $0
Q2 2021

Aug 09, 2021
SELL
$129.85 - $134.36 $894,796 - $925,874
-6,891 Reduced 65.1%
3,695 $497,000
Q1 2021

May 05, 2021
SELL
$128.44 - $137.43 $1.65 Million - $1.76 Million
-12,833 Reduced 54.8%
10,586 $1.38 Million
Q4 2020

Feb 09, 2021
SELL
$133.73 - $138.48 $18,454 - $19,110
-138 Reduced 0.59%
23,419 $3.24 Million
Q3 2020

Feb 03, 2021
BUY
$134.22 - $139.15 $3.16 Million - $3.28 Million
23,557 New
23,557 $3.17 Million
Q3 2020

Nov 06, 2020
SELL
$134.22 - $139.15 $2.9 Million - $3 Million
-21,578 Closed
0 $0
Q2 2020

Aug 10, 2020
BUY
$121.1 - $134.5 $2.61 Million - $2.9 Million
21,578 New
21,578 $2.9 Million
Q1 2020

Apr 22, 2020
SELL
$105.05 - $134.27 $205,477 - $262,632
-1,956 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$125.71 - $128.49 $3,519 - $3,597
28 Added 1.45%
1,956 $250,000
Q3 2019

Nov 14, 2019
SELL
$122.95 - $129.1 $194,629 - $204,365
-1,583 Reduced 45.09%
1,928 $246,000
Q2 2019

Aug 14, 2019
SELL
$118.17 - $124.37 $69,247 - $72,880
-586 Reduced 14.3%
3,511 $437,000
Q1 2019

May 15, 2019
SELL
$113.15 - $119.15 $5.37 Million - $5.66 Million
-47,464 Reduced 92.05%
4,097 $488,000
Q4 2018

Feb 14, 2019
BUY
$111.35 - $114.52 $273,698 - $281,490
2,458 Added 5.01%
51,561 $5.82 Million
Q3 2018

Nov 14, 2018
SELL
$114.24 - $116.27 $575,998 - $586,233
-5,042 Reduced 9.31%
49,103 $5.64 Million
Q2 2018

Aug 14, 2018
BUY
$113.81 - $117.24 $168,552 - $173,632
1,481 Added 2.81%
54,145 $6.2 Million
Q1 2018

May 15, 2018
BUY
$115.72 - $120.97 $267,197 - $279,319
2,309 Added 4.59%
52,664 $6.18 Million
Q4 2017

Feb 14, 2018
BUY
$119.89 - $121.79 $1.35 Million - $1.37 Million
11,288 Added 28.89%
50,355 $6.12 Million
Q3 2017

Nov 14, 2017
SELL
$120.62 - $121.61 $307,701 - $310,227
-2,551 Reduced 6.13%
39,067 $4.74 Million
Q2 2017

Aug 14, 2017
BUY
N/A
41,618
41,618 $5.02 Million

Others Institutions Holding LQD

# of Institutions
1,217
Shares Held
261M
Call Options Held
23.9M
Put Options Held
39.4M
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 Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, 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 Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email