Financial Advocates Investment Management Ishares Iboxx $ Investment Gra Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Financial Advocates Investment Management holds 16,726 shares of LQD stock, worth $1.8 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

16,726

Previous 18,396 9.08%

Holding current value

$1.8 Million

Previous $2.08 Million 14.0%

% of portfolio

0.1%

Previous 0.12%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$106.56 - $113.11 $177,955 - $188,893	-1,670 Reduced 9.08%	16,726 $1.79 Million
Q3 2024 Oct 25, 2024	SELL	$106.11 - $113.72 $209,355 - $224,369	-1,973 Reduced 9.69%	18,396 $2.08 Million
Q2 2024 Jul 26, 2024	SELL	$104.54 - $108.46 $4.99 Million - $5.18 Million	-47,759 Reduced 70.1%	20,369 $2.18 Million
Q1 2024 May 01, 2024	BUY	$106.98 - $110.63 $4.88 Million - $5.05 Million	45,652 Added 203.11%	68,128 $7.42 Million
Q4 2023 Feb 08, 2024	BUY	$98.28 - $111.36 $91,105 - $103,230	927 Added 4.3%	22,476 $2.49 Million
Q3 2023 Oct 27, 2023	SELL	$102.02 - $108.51 $607,223 - $645,851	-5,952 Reduced 21.64%	21,549 $2.2 Million
Q2 2023 Aug 07, 2023	SELL	$106.02 - $110.43 $73,577 - $76,638	-694 Reduced 2.46%	27,501 $2.97 Million
Q1 2023 May 11, 2023	BUY	$104.89 - $111.81 $299,251 - $318,993	2,853 Added 11.26%	28,195 $3.09 Million
Q4 2022 Feb 14, 2023	BUY	$99.2 - $110.03 $345,513 - $383,234	3,483 Added 15.93%	25,342 $2.67 Million
Q3 2022 Nov 14, 2022	SELL	$101.44 - $114.61 $376,545 - $425,432	-3,712 Reduced 14.52%	21,859 $2.2 Million
Q2 2022 Aug 12, 2022	BUY	$107.41 - $121.51 $241,028 - $272,668	2,244 Added 9.62%	25,571 $2.81 Million
Q1 2022 May 11, 2022	SELL	$118.44 - $131.22 $1.39 Million - $1.54 Million	-11,709 Reduced 33.42%	23,327 $2.82 Million
Q4 2021 Feb 14, 2022	SELL	$130.98 - $134.88 $1.42 Million - $1.47 Million	-10,869 Reduced 23.68%	35,036 $4.64 Million
Q3 2021 Nov 04, 2021	BUY	$133.03 - $136.33 $1.53 Million - $1.57 Million	11,508 Added 33.46%	45,905 $6.11 Million
Q2 2021 Aug 03, 2021	SELL	$129.85 - $134.36 $1.68 Million - $1.74 Million	-12,959 Reduced 27.37%	34,397 $4.65 Million
Q1 2021 May 10, 2021	BUY	$128.44 - $137.43 $1.96 Million - $2.09 Million	15,231 Added 47.41%	47,356 $6.16 Million
Q4 2020 Feb 12, 2021	SELL	$133.73 - $138.48 $2.53 Million - $2.62 Million	-18,891 Reduced 37.03%	32,125 $4.56 Million
Q3 2020 Nov 04, 2020	BUY	$134.22 - $139.15 $1.97 Million - $2.05 Million	14,709 Added 40.51%	51,016 $6.87 Million
Q2 2020 Aug 14, 2020	BUY	$121.1 - $134.5 $1.58 Million - $1.75 Million	13,006 Added 55.82%	36,307 $4.35 Million
Q1 2020 Apr 29, 2020	SELL	$105.05 - $134.27 $1.09 Million - $1.39 Million	-10,342 Reduced 30.74%	23,301 $2.88 Million
Q4 2019 Feb 13, 2020	SELL	$125.71 - $128.49 $177,125 - $181,042	-1,409 Reduced 4.02%	33,643 $4.31 Million
Q3 2019 Nov 13, 2019	SELL	$122.95 - $129.1 $150,859 - $158,405	-1,227 Reduced 3.38%	35,052 $4.47 Million
Q2 2019 Aug 08, 2019	SELL	$118.17 - $124.37 $397,996 - $418,878	-3,368 Reduced 8.49%	36,279 $4.51 Million
Q1 2019 May 16, 2019	BUY	$113.15 - $119.15 $145,397 - $153,107	1,285 Added 3.35%	39,647 $4.72 Million
Q4 2018 May 09, 2019	BUY	$111.35 - $114.52 $2.28 Million - $2.34 Million	20,473 Added 114.44%	38,362 $4.33 Million
Q4 2018 Mar 04, 2019	SELL	$111.35 - $114.52 $2.28 Million - $2.34 Million	-20,473 Reduced 53.37%	17,889 $2.02 Million
Q4 2018 Feb 14, 2019	SELL	$111.35 - $114.52 $407,652 - $419,257	-3,661 Reduced 8.71%	38,362 $4.33 Million
Q3 2018 Nov 14, 2018	BUY	$114.24 - $116.27 $644,770 - $656,227	5,644 Added 15.51%	42,023 $0
Q2 2018 Aug 09, 2018	BUY	$113.81 - $117.24 $317,416 - $326,982	2,789 Added 8.3%	36,379 $4.16 Million
Q1 2018 May 11, 2018	BUY	$115.72 - $120.97 $690,964 - $722,311	5,971 Added 21.62%	33,590 $3.94 Million
Q4 2017 Feb 15, 2018	BUY	$119.89 - $121.79 $3.31 Million - $3.36 Million	27,619	27,619 $3.36 Million

Others Institutions Holding LQD

# of Institutions

1,189

Shares Held

240M

Call Options Held

39.2M

Put Options Held

38.5M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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Financial Advocates Investment Management Ishares Iboxx $ Investment Gra Transaction History