Bogart Wealth, LLC Ishares Iboxx $ Investment Gra Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Bogart Wealth, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Bogart Wealth, LLC holds 248 shares of LQD stock, worth $26,771. This represents 0.0% of its overall portfolio holdings.

Number of Shares
248
Previous 248 -0.0%
Holding current value
$26,771
Previous $28,000 7.14%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,231
Shares Held
233M
Call Options Held
36.9M
Put Options Held
28.7M
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 Bogart Wealth, LLC Portfolio

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

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email