Congress Wealth Management LLC Ishares Iboxx $ Investment Gra Transaction History

Congress Wealth Management LLC

  • $5.64 Billion
  • Q1 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Congress Wealth Management LLC holds 39,437 shares of LQD stock, worth $4.24 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
39,437
Previous 45,900 14.08%
Holding current value
$4.24 Million
Previous $5.08 Million 15.44%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Apr 18, 2024
SELL
$106.98 - $110.63 $691,411 - $715,001
-6,463 Reduced 14.08%
39,437 $4.3 Million
Q4 2023

Feb 09, 2024
BUY
$98.28 - $111.36 $549,385 - $622,502
5,590 Added 13.87%
45,900 $5.08 Million
Q3 2023

Oct 30, 2023
BUY
$102.02 - $108.51 $2.42 Million - $2.58 Million
23,735 Added 143.2%
40,310 $4.11 Million
Q2 2023

Jul 13, 2023
SELL
$106.02 - $110.43 $152,562 - $158,908
-1,439 Reduced 7.99%
16,575 $1.79 Million
Q1 2023

Apr 14, 2023
SELL
$104.89 - $111.81 $38,704 - $41,257
-369 Reduced 2.01%
18,014 $1.97 Million
Q4 2022

Feb 02, 2023
SELL
$100.78 - $110.03 $182,613 - $199,374
-1,812 Reduced 8.97%
18,383 $1.94 Million
Q3 2022

Nov 08, 2022
SELL
$104.81 - $114.61 $18,970 - $20,744
-181 Reduced 0.89%
20,195 $2.07 Million
Q2 2022

Aug 11, 2022
SELL
$107.41 - $121.51 $235,227 - $266,106
-2,190 Reduced 9.7%
20,376 $2.24 Million
Q1 2022

May 16, 2022
SELL
$118.44 - $131.22 $1.76 Million - $1.95 Million
-14,893 Reduced 39.76%
22,566 $2.73 Million
Q4 2021

Feb 04, 2022
BUY
$130.98 - $134.88 $4.91 Million - $5.05 Million
37,459 New
37,459 $4.97 Million

Others Institutions Holding LQD

# of Institutions
1,174
Shares Held
274M
Call Options Held
38.8M
Put Options Held
37.9M
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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