Cypress Financial Planning LLC Ishares Iboxx $ Investment Gra Transaction History

Cypress Financial Planning LLC

  • $270 Million
  • Q3 2024

A detailed history of Cypress Financial Planning LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Cypress Financial Planning LLC holds 8,923 shares of LQD stock, worth $967,253. This represents 0.37% of its overall portfolio holdings.

Number of Shares
8,923
Previous 9,930 10.14%
Holding current value
$967,253
Previous $1.06 Million 5.17%
% of portfolio
0.37%
Previous 0.44%

Shares

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

Oct 07, 2024
SELL
$106.11 - $113.72 $106,852 - $114,516
-1,007 Reduced 10.14%
8,923 $1.01 Million
Q2 2024

Jul 16, 2024
SELL
$104.54 - $108.46 $83,213 - $86,334
-796 Reduced 7.42%
9,930 $1.06 Million
Q1 2024

Apr 12, 2024
SELL
$106.98 - $110.63 $272,799 - $282,106
-2,550 Reduced 19.21%
10,726 $1.17 Million
Q4 2023

Jan 09, 2024
BUY
$98.28 - $111.36 $83,243 - $94,321
847 Added 6.81%
13,276 $1.47 Million
Q3 2023

Oct 10, 2023
BUY
$102.02 - $108.51 $111,609 - $118,709
1,094 Added 9.65%
12,429 $1.27 Million
Q2 2023

Jul 11, 2023
SELL
$106.02 - $110.43 $29,579 - $30,809
-279 Reduced 2.4%
11,335 $1.23 Million
Q1 2023

Apr 07, 2023
SELL
$104.89 - $111.81 $80,555 - $85,870
-768 Reduced 6.2%
11,614 $1.27 Million
Q4 2022

Jan 30, 2023
BUY
$99.2 - $110.03 $526,057 - $583,489
5,303 Added 74.91%
12,382 $1.31 Million
Q3 2022

Oct 13, 2022
SELL
$101.44 - $114.61 $119,800 - $135,354
-1,181 Reduced 14.3%
7,079 $725,000
Q2 2022

Jul 20, 2022
BUY
$107.41 - $121.51 $887,206 - $1 Million
8,260 New
8,260 $909,000

Others Institutions Holding LQD

# of Institutions
1,185
Shares Held
247M
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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