Clarus Wealth Advisors Ishares Iboxx $ Investment Gra Transaction History

Clarus Wealth Advisors

$178 Million
Q1 2024

A detailed history of Clarus Wealth Advisors transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Clarus Wealth Advisors holds 21,516 shares of LQD stock, worth $2.33 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

21,516

Previous 20,492 5.0%

Holding current value

$2.33 Million

Previous $2.27 Million 3.35%

% of portfolio

1.32%

Previous 1.33%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	BUY	$106.98 - $110.63 $109,547 - $113,285	1,024 Added 5.0%	21,516 $2.34 Million
Q4 2023 Jan 22, 2024	SELL	$98.28 - $111.36 $21,523 - $24,387	-219 Reduced 1.06%	20,492 $2.27 Million
Q2 2023 Jul 10, 2023	BUY	$106.02 - $110.43 $242,467 - $252,553	2,287 Added 12.41%	20,711 $2.24 Million
Q1 2023 Apr 10, 2023	BUY	$104.89 - $111.81 $37,550 - $40,027	358 Added 1.98%	18,424 $2.02 Million
Q4 2022 Jan 12, 2023	BUY	$100.78 - $110.03 $875,778 - $956,160	8,690 Added 92.68%	18,066 $0

Q3 2022 Oct 11, 2022	SELL	$104.81 - $114.61 $7,965 - $8,710	-76 Reduced 0.8%	9,376 $952,000
Q2 2022 Jul 13, 2022	BUY	$107.41 - $121.51 $1.02 Million - $1.15 Million	9,452 New	9,452 $1.05 Million
Q2 2021 Jul 13, 2021	SELL	$129.85 - $134.36 $212,174 - $219,544	-1,634 Closed	0 $0
Q1 2021 Apr 12, 2021	SELL	$128.44 - $137.43 $14,770 - $15,804	-115 Reduced 6.58%	1,634 $212,000
Q4 2020 Jan 12, 2021	SELL	$133.73 - $138.48 $1.31 Million - $1.35 Million	-9,763 Reduced 84.81%	1,749 $241,000
Q3 2020 Oct 08, 2020	BUY	$134.22 - $139.15 $299,042 - $310,026	2,228 Added 24.0%	11,512 $1.55 Million
Q2 2020 Jul 09, 2020	BUY	$121.1 - $134.5 $916,848 - $1.02 Million	7,571 Added 441.97%	9,284 $1.25 Million
Q1 2020 Apr 08, 2020	BUY	$105.05 - $134.27 $2,941 - $3,759	28 Added 1.66%	1,713 $207,000
Q3 2019 Oct 11, 2019	BUY	$122.95 - $129.1 $8,360 - $8,778	68 Added 4.21%	1,685 $215,000
Q2 2019 Jul 24, 2019	BUY	$118.17 - $124.37 $103,753 - $109,196	878 Added 118.81%	1,617 $201,000
Q1 2019 Apr 04, 2019	BUY	$113.15 - $119.15 $1,018 - $1,072	9 Added 1.23%	739 $88,000
Q4 2018 Feb 05, 2019	BUY	$111.35 - $114.52 $779 - $801	7 Added 0.97%	730 $82,000
Q4 2018 Jan 08, 2019	BUY	$111.35 - $114.52 $80,506 - $82,797	723 New	723 $83,000
Q4 2018 Jan 07, 2019	SELL	$111.35 - $114.52 $80,506 - $82,797	-723 Closed	0 $0
Q3 2018 Oct 03, 2018	BUY	$114.24 - $116.27 $1,142 - $1,162	10 Added 1.4%	723 $83,000
Q2 2018 Jul 05, 2018	BUY	$113.81 - $117.24 $81,146 - $83,592	713 New	713 $84,000

Others Institutions Holding LQD

# of Institutions

1,175

Shares Held

274M

Call Options Held

38.8M

Put Options Held

37.9M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Clarus Wealth Advisors Ishares Iboxx $ Investment Gra Transaction History