First Foundation Advisors Ishares Iboxx $ Investment Gra Transaction History

First Foundation Advisors

$2.4 Billion
Q1 2025

A detailed history of First Foundation Advisors transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, First Foundation Advisors holds 67,348 shares of LQD stock, worth $7.26 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

67,348

Previous 330,047 79.59%

Holding current value

$7.26 Million

Previous $35.3 Million 79.24%

% of portfolio

0.3%

Previous 1.36%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$105.1 - $109.61 $27.6 Million - $28.8 Million	-262,699 Reduced 79.59%	67,348 $7.32 Million
Q4 2024 Feb 13, 2025	BUY	$106.56 - $113.11 $3.14 Million - $3.33 Million	29,436 Added 9.79%	330,047 $35.3 Million
Q3 2024 Nov 13, 2024	BUY	$106.11 - $113.72 $3.92 Million - $4.2 Million	36,918 Added 14.0%	300,611 $34 Million
Q2 2024 Aug 06, 2024	BUY	$104.54 - $108.46 $1.24 Million - $1.29 Million	11,883 Added 4.72%	263,693 $28.2 Million
Q1 2024 May 09, 2024	BUY	$106.98 - $110.63 $13.7 Million - $14.2 Million	128,165 Added 103.66%	251,810 $27.4 Million
Q4 2023 Feb 14, 2024	BUY	$98.28 - $111.36 $107,813 - $122,161	1,097 Added 0.9%	123,645 $13.7 Million
Q3 2023 Nov 15, 2023	BUY	$102.02 - $108.51 $4.57 Million - $4.87 Million	44,844 Added 57.71%	122,548 $12.5 Million
Q2 2023 Aug 14, 2023	BUY	$106.02 - $110.43 $8.24 Million - $8.58 Million	77,704 New	77,704 $8.4 Million
Q1 2022 May 05, 2022	SELL	$118.44 - $131.22 $233,919 - $259,159	-1,975 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$130.98 - $134.88 $417,826 - $430,267	-3,190 Reduced 61.76%	1,975 $262,000
Q3 2021 Nov 15, 2021	SELL	$133.03 - $136.33 $25,009 - $25,630	-188 Reduced 3.51%	5,165 $687,000
Q2 2021 Aug 13, 2021	SELL	$129.85 - $134.36 $16,101 - $16,660	-124 Reduced 2.26%	5,353 $719,000
Q1 2021 May 18, 2021	SELL	$128.44 - $137.43 $303,889 - $325,159	-2,366 Reduced 30.17%	5,477 $712,000
Q4 2020 Feb 16, 2021	SELL	$133.73 - $138.48 $253,284 - $262,281	-1,894 Reduced 19.45%	7,843 $1.08 Million
Q3 2020 Nov 12, 2020	BUY	$134.22 - $139.15 $282,398 - $292,771	2,104 Added 27.56%	9,737 $1.31 Million
Q2 2020 Aug 14, 2020	BUY	$121.1 - $134.5 $924,356 - $1.03 Million	7,633 New	7,633 $1.03 Million
Q2 2018 Aug 14, 2018	SELL	$113.81 - $117.24 $340,747 - $351,016	-2,994 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$115.72 - $120.97 $6,596 - $6,895	57 Added 1.94%	2,994 $351,000
Q4 2017 Feb 14, 2018	BUY	$119.89 - $121.79 $14,866 - $15,101	124 Added 4.41%	2,937 $357,000
Q2 2017 Aug 14, 2017	BUY	N/A	2,813	2,813 $339,000

Others Institutions Holding LQD

# of Institutions

1,217

Shares Held

261M

Call Options Held

23.9M

Put Options Held

39.4M

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About ISHARES IBOXX $ INVESTMENT GRA

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First Foundation Advisors Ishares Iboxx $ Investment Gra Transaction History