Ever Source Wealth Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 546 shares of LQD stock, worth $58,968. This represents 0.0% of its overall portfolio holdings.

Number of Shares
546
Previous 488 11.89%
Holding current value
$58,968
Previous $52,000 17.31%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024
BUY
$106.11 - $113.72 $6,154 - $6,595
58 Added 11.89%
546 $61,000
Q2 2024

Aug 13, 2024
BUY
$104.54 - $108.46 $731 - $759
7 Added 1.46%
488 $52,000
Q1 2024

Jun 11, 2024
SELL
$106.98 - $110.63 $165,284 - $170,923
-1,545 Reduced 76.26%
481 $52,000
Q4 2023

Feb 09, 2024
BUY
$98.28 - $111.36 $72,039 - $81,626
733 Added 56.69%
2,026 $224,000
Q3 2023

Nov 03, 2023
BUY
$102.02 - $108.51 $95,490 - $101,565
936 Added 262.18%
1,293 $131,000
Q2 2023

Aug 04, 2023
BUY
$106.02 - $110.43 $15,903 - $16,564
150 Added 72.46%
357 $38,000
Q1 2023

May 11, 2023
SELL
$104.89 - $111.81 $59,682 - $63,619
-569 Reduced 73.32%
207 $22,000
Q4 2022

Feb 09, 2023
BUY
$99.2 - $110.03 $6,249 - $6,931
63 Added 8.84%
776 $81,000
Q3 2022

Nov 07, 2022
SELL
$101.44 - $114.61 $202 - $229
-2 Reduced 0.28%
713 $73,000
Q2 2022

Aug 01, 2022
BUY
$107.41 - $121.51 $537 - $607
5 Added 0.7%
715 $78,000
Q1 2022

May 25, 2022
SELL
$118.44 - $131.22 $45,954 - $50,913
-388 Reduced 35.34%
710 $86,000
Q4 2021

Feb 07, 2022
BUY
$130.98 - $134.88 $143,816 - $148,098
1,098 New
1,098 $146,000

Others Institutions Holding LQD

# of Institutions
1,189
Shares Held
239M
Call Options Held
39.2M
Put Options Held
38.5M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email