Epg Wealth Management LLC Ishares Iboxx $ Investment Gra Transaction History

Epg Wealth Management LLC

  • $396 Billion
  • Q3 2024

A detailed history of Epg Wealth Management LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Epg Wealth Management LLC holds 197 shares of LQD stock, worth $21,035. This represents 0.01% of its overall portfolio holdings.

Number of Shares
197
Previous 0 Infinity%
Holding current value
$21,035
Previous $0 Infinity%
% of portfolio
0.01%
Previous 100.0%

Shares

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

Nov 13, 2024
BUY
$106.11 - $113.72 $20,903 - $22,402
197 New
197 $22.3 Million
Q2 2024

Aug 13, 2024
SELL
$104.54 - $108.46 $20,594 - $21,366
-197 Closed
0 $0
Q1 2024

May 14, 2024
SELL
$106.98 - $110.63 $2,888 - $2,987
-27 Reduced 12.05%
197 $21,000
Q4 2023

Feb 14, 2024
BUY
$98.28 - $111.36 $786 - $890
8 Added 3.7%
224 $24,000
Q3 2023

Nov 13, 2023
SELL
$102.02 - $108.51 $125,688 - $133,684
-1,232 Reduced 85.08%
216 $22,000
Q2 2023

Aug 15, 2023
SELL
$106.02 - $110.43 $17,917 - $18,662
-169 Reduced 10.45%
1,448 $156,000
Q1 2023

May 15, 2023
BUY
$104.89 - $111.81 $169,187 - $180,349
1,613 Added 40325.0%
1,617 $177,000
Q3 2022

Nov 15, 2022
BUY
$101.44 - $114.61 $405 - $458
4 New
4 $0
Q2 2022

Aug 15, 2022
SELL
$107.41 - $121.51 $41,997 - $47,510
-391 Closed
0 $0
Q1 2022

May 10, 2022
SELL
$118.44 - $131.22 $2,013 - $2,230
-17 Reduced 4.17%
391 $47,000
Q4 2021

Feb 14, 2022
BUY
$130.98 - $134.88 $2,226 - $2,292
17 Added 4.35%
408 $54,000
Q3 2021

Nov 15, 2021
BUY
$133.03 - $136.33 $52,014 - $53,305
391 New
391 $52,000
Q2 2020

Aug 06, 2020
SELL
$121.1 - $134.5 $105,235 - $116,880
-869 Closed
0 $0
Q1 2020

May 05, 2020
BUY
$105.05 - $134.27 $42,020 - $53,708
400 Added 85.29%
869 $107,000
Q4 2019

Feb 14, 2020
BUY
$125.71 - $128.49 $58,957 - $60,261
469 New
469 $60,000

Others Institutions Holding LQD

# of Institutions
1,190
Shares Held
245M
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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