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

Avidian Wealth Solutions, LLC

  • $2.16 Billion
  • Q4 2024

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 3,266 shares of LQD stock, worth $351,192. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,266
Previous 3,425 4.64%
Holding current value
$351,192
Previous $386,000 9.84%
% of portfolio
0.02%
Previous 0.02%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,192
Shares Held
235M
Call Options Held
38.8M
Put Options Held
37M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
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