Canvas Wealth Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Canvas Wealth Advisors, LLC

  • $389 Million
  • Q4 2024

A detailed history of Canvas Wealth Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 3,527 shares of LQD stock, worth $381,797. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,527
Previous 3,710 4.93%
Holding current value
$381,797
Previous $419,000 10.26%
% of portfolio
0.1%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$106.56 - $113.11 $19,500 - $20,699
-183 Reduced 4.93%
3,527 $376,000
Q3 2024

Oct 15, 2024
SELL
$106.11 - $113.72 $440,038 - $471,596
-4,147 Reduced 52.78%
3,710 $419,000
Q2 2024

Aug 01, 2024
BUY
$104.54 - $108.46 $340,486 - $353,254
3,257 Added 70.8%
7,857 $841,000
Q1 2024

Apr 23, 2024
BUY
$106.98 - $110.63 $251,403 - $259,980
2,350 Added 104.44%
4,600 $501,000
Q4 2023

Jan 17, 2024
SELL
$98.28 - $111.36 $34,692 - $39,310
-353 Reduced 13.56%
2,250 $248,000
Q3 2023

Oct 24, 2023
BUY
$102.02 - $108.51 $26,117 - $27,778
256 Added 10.91%
2,603 $265,000
Q2 2023

Jul 25, 2023
SELL
$106.02 - $110.43 $29,049 - $30,257
-274 Reduced 10.45%
2,347 $253,000
Q1 2023

Apr 28, 2023
BUY
$104.89 - $111.81 $29,893 - $31,865
285 Added 12.2%
2,621 $287,000
Q4 2022

Jan 23, 2023
BUY
$99.2 - $110.03 $231,731 - $257,030
2,336 New
2,336 $0

Others Institutions Holding LQD

# of Institutions
1,227
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
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