Berger Financial Group, Inc Ishares Iboxx $ Investment Gra Transaction History

Berger Financial Group, Inc

$1.22 Billion
Q4 2024

A detailed history of Berger Financial Group, Inc transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Berger Financial Group, Inc holds 4,416 shares of LQD stock, worth $478,341. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,416

Previous 5,974 26.08%

Holding current value

$478,341

Previous $674,000 30.12%

% of portfolio

0.04%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$106.56 - $113.11 $166,020 - $176,225	-1,558 Reduced 26.08%	4,416 $471,000
Q3 2024 Nov 12, 2024	SELL	$106.11 - $113.72 $35,759 - $38,323	-337 Reduced 5.34%	5,974 $674,000
Q2 2024 Aug 14, 2024	SELL	$104.54 - $108.46 $62,724 - $65,075	-600 Reduced 8.68%	6,311 $676,000
Q1 2024 Apr 16, 2024	SELL	$106.98 - $110.63 $221,234 - $228,782	-2,068 Reduced 23.03%	6,911 $752,000
Q4 2023 Feb 07, 2024	BUY	$98.28 - $111.36 $135,724 - $153,788	1,381 Added 18.18%	8,979 $993,000
Q3 2023 Nov 03, 2023	BUY	$102.02 - $108.51 $550,295 - $585,302	5,394 Added 244.74%	7,598 $775,000
Q2 2023 Aug 10, 2023	SELL	$106.02 - $110.43 $20,567 - $21,423	-194 Reduced 8.09%	2,204 $238,000
Q1 2023 Apr 24, 2023	BUY	$104.89 - $111.81 $251,526 - $268,120	2,398 New	2,398 $262,000

Others Institutions Holding LQD

# of Institutions

1,230

Shares Held

233M

Call Options Held

36.9M

Put Options Held

28.7M

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About ISHARES IBOXX $ INVESTMENT GRA

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Berger Financial Group, Inc Ishares Iboxx $ Investment Gra Transaction History