Concurrent Investment Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Concurrent Investment Advisors, LLC

$3.71 Trillion
Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 14,530 shares of LQD stock, worth $1.55 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

14,530

Previous 15,483 6.16%

Holding current value

$1.55 Million

Previous $1.75 Billion 11.25%

% of portfolio

0.04%

Previous 0.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$106.56 - $113.11 $101,551 - $107,793	-953 Reduced 6.16%	14,530 $1.55 Billion
Q3 2024 Oct 30, 2024	BUY	$106.11 - $113.72 $552,302 - $591,912	5,205 Added 50.64%	15,483 $1.75 Billion
Q2 2024 Jul 30, 2024	BUY	$104.54 - $108.46 $157,541 - $163,449	1,507 Added 17.18%	10,278 $1.1 Billion
Q1 2024 May 07, 2024	SELL	$106.98 - $110.63 $576,729 - $596,406	-5,391 Reduced 38.07%	8,771 $955 Million
Q4 2023 Apr 15, 2024	BUY	$98.28 - $111.36 $1.39 Million - $1.58 Million	14,162 New	14,162 $1.57 Billion

Others Institutions Holding LQD

# of Institutions

1,199

Shares Held

234M

Call Options Held

39.8M

Put Options Held

36.8M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Concurrent Investment Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History