Bogart Wealth, LLC Ishares Iboxx $ Investment Gra Transaction History

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Bogart Wealth, LLC holds 503 shares of LQD stock, worth $53,836. This represents 0.0% of its overall portfolio holdings.

Number of Shares
503
Previous 248 102.82%
Holding current value
$53,836
Previous $26,000 107.69%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 01, 2025
BUY
$105.1 - $109.61 $26,800 - $27,950
255 Added 102.82%
503 $54,000
Q3 2024

Oct 22, 2024
BUY
$106.11 - $113.72 $4,774 - $5,117
45 Added 22.17%
248 $28,000
Q4 2023

Feb 06, 2024
SELL
$98.28 - $111.36 $7,174 - $8,129
-73 Reduced 26.45%
203 $22,000
Q3 2023

Oct 30, 2023
SELL
$102.02 - $108.51 $12,854 - $13,672
-126 Reduced 31.34%
276 $28,000
Q2 2023

Jul 28, 2023
BUY
$106.02 - $110.43 $106 - $110
1 Added 0.25%
402 $43,000
Q1 2023

Apr 21, 2023
SELL
$104.89 - $111.81 $182,928 - $194,996
-1,744 Reduced 81.31%
401 $43,000
Q4 2022

Feb 06, 2023
BUY
$99.2 - $110.03 $11,110 - $12,323
112 Added 5.51%
2,145 $226,000
Q3 2022

Nov 03, 2022
BUY
$101.44 - $114.61 $181,273 - $204,808
1,787 Added 726.42%
2,033 $208,000
Q2 2022

Jul 22, 2022
SELL
$107.41 - $121.51 $22,878 - $25,881
-213 Reduced 46.41%
246 $27,000
Q1 2022

Apr 22, 2022
BUY
$118.44 - $131.22 $37,782 - $41,859
319 Added 227.86%
459 $56,000
Q4 2021

Jan 19, 2022
BUY
$130.98 - $134.88 $130 - $134
1 Added 0.72%
140 $18,000
Q3 2021

Oct 15, 2021
BUY
$133.03 - $136.33 $133 - $136
1 Added 0.72%
139 $19,000
Q1 2021

Apr 16, 2021
BUY
$128.44 - $137.43 $10,917 - $11,681
85 Added 160.38%
138 $18,000
Q3 2020

Oct 06, 2020
BUY
$134.22 - $139.15 $7,113 - $7,374
53 New
53 $7,000

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
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