Cassady Schiller Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 207 shares of LQD stock, worth $22,445. This represents 0.01% of its overall portfolio holdings.

Number of Shares
207
Previous 207 -0.0%
Holding current value
$22,445
Previous $22,000 4.55%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$106.98 - $110.63 $748 - $774
7 Added 3.5%
207 $22,000
Q4 2022

Feb 13, 2023
BUY
$99.2 - $110.03 $19,840 - $22,006
200 New
200 $21,000
Q1 2022

May 12, 2022
SELL
$118.44 - $131.22 $23,688 - $26,244
-200 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$130.98 - $134.88 $26,195 - $26,976
200 New
200 $27,000

Others Institutions Holding LQD

# of Institutions
1,183
Shares Held
247M
Call Options Held
39.5M
Put Options Held
38.7M
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 Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, 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 Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email