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 $22,149. This represents 0.01% of its overall portfolio holdings.

Number of Shares
207
Previous 207 -0.0%
Holding current value
$22,149
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
1,186
Shares Held
246M
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
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