Carson Allaria Wealth Management, Ltd. Ishares Iboxx $ Investment Gra Transaction History

Carson Allaria Wealth Management, Ltd.

  • $180 Million
  • Q2 2025

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 127 shares of LQD stock, worth $13,841. This represents 0.01% of its overall portfolio holdings.

Number of Shares
127
Previous 132 3.79%
Holding current value
$13,841
Previous $14,000 7.14%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$105.23 - $109.61 $526 - $548
-5 Reduced 3.79%
127 $13,000
Q1 2025

Apr 28, 2025
BUY
$105.1 - $109.61 $105 - $109
1 Added 0.76%
132 $14,000
Q4 2024

Jan 27, 2025
BUY
$106.56 - $113.11 $213 - $226
2 Added 1.55%
131 $13,000
Q3 2024

Oct 21, 2024
BUY
$106.11 - $113.72 $106 - $113
1 Added 0.78%
129 $14,000
Q2 2024

Jul 22, 2024
BUY
$104.54 - $108.46 $104 - $108
1 Added 0.79%
128 $13,000
Q1 2024

May 07, 2024
BUY
$106.98 - $110.63 $106 - $110
1 Added 0.79%
127 $13,000
Q4 2023

Feb 08, 2024
BUY
$98.28 - $111.36 $196 - $222
2 Added 1.61%
126 $13,000
Q3 2023

Nov 09, 2023
BUY
$102.02 - $108.51 $102 - $108
1 Added 0.81%
124 $12,000
Q2 2023

Aug 01, 2023
BUY
$106.02 - $110.43 $212 - $220
2 Added 1.65%
123 $13,000
Q1 2023

Apr 26, 2023
BUY
$104.89 - $111.81 $12,691 - $13,529
121 New
121 $13,000
Q2 2022

Aug 02, 2022
SELL
$107.41 - $121.51 $20,515 - $23,208
-191 Closed
0 $0
Q1 2022

May 05, 2022
SELL
$118.44 - $131.22 $2,368 - $2,624
-20 Reduced 9.48%
191 $23,000
Q4 2021

Feb 10, 2022
BUY
$130.98 - $134.88 $27,636 - $28,459
211 New
211 $28,000

Others Institutions Holding LQD

# of Institutions
1,211
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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