A detailed history of Clearstead Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Clearstead Advisors, LLC holds 65,890 shares of LQD stock, worth $7.13 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
65,890
Previous 96,870 31.98%
Holding current value
$7.13 Million
Previous $10.4 Million 28.26%
% of portfolio
0.12%
Previous 0.18%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$106.11 - $113.72 $3.29 Million - $3.52 Million
-30,980 Reduced 31.98%
65,890 $7.44 Million
Q2 2024

Aug 09, 2024

BUY
$104.54 - $108.46 $10 Million - $10.4 Million
95,656 Added 7879.41%
96,870 $10.4 Million
Q3 2023

Nov 07, 2023

SELL
$102.02 - $108.51 $15,813 - $16,819
-155 Reduced 11.32%
1,214 $123,000
Q2 2023

Aug 07, 2023

BUY
$106.02 - $110.43 $10,602 - $11,043
100 Added 7.88%
1,369 $148,000
Q2 2022

Aug 12, 2022

SELL
$107.41 - $121.51 $212,994 - $240,954
-1,983 Reduced 60.98%
1,269 $140,000
Q1 2022

May 04, 2022

SELL
$118.44 - $131.22 $3,079 - $3,411
-26 Reduced 0.79%
3,252 $393,000
Q4 2021

Feb 14, 2022

BUY
$130.98 - $134.88 $21,218 - $21,850
162 Added 5.2%
3,278 $434,000
Q3 2021

Nov 12, 2021

BUY
$133.03 - $136.33 $133 - $136
1 Added 0.03%
3,116 $415,000
Q2 2021

Aug 12, 2021

BUY
$129.85 - $134.36 $88,557 - $91,633
682 Added 28.03%
3,115 $419,000
Q1 2021

May 14, 2021

BUY
$128.44 - $137.43 $58,953 - $63,080
459 Added 23.25%
2,433 $316,000
Q3 2020

Nov 12, 2020

BUY
$134.22 - $139.15 $44,695 - $46,336
333 Added 20.29%
1,974 $266,000
Q1 2020

May 14, 2020

BUY
$105.05 - $134.27 $172,387 - $220,337
1,641 New
1,641 $203,000
Q4 2017

Feb 09, 2018

SELL
$119.89 - $121.79 $226,592 - $230,183
-1,890 Closed
0 $0
Q3 2017

Nov 09, 2017

BUY
$120.62 - $121.61 $227,971 - $229,842
1,890
1,890 $229,000

Others Institutions Holding LQD

About ISHARES IBOXX $ INVESTMENT GRA


  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
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