Fortis Group Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Fortis Group Advisors, LLC

$543 Billion
Q1 2024

A detailed history of Fortis Group Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 21,535 shares of LQD stock, worth $2.33 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

21,535

Previous 18,331 17.48%

Holding current value

$2.33 Million

Previous $2.01 Billion 16.71%

% of portfolio

0.43%

Previous 0.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$106.98 - $110.63 $342,763 - $354,458	3,204 Added 17.48%	21,535 $2.35 Billion
Q4 2023 Mar 04, 2024	BUY	$98.28 - $111.36 $27,321 - $30,958	278 Added 1.54%	18,331 $2.01 Billion
Q3 2023 Dec 01, 2023	BUY	$102.02 - $108.51 $58,865 - $62,610	577 Added 3.3%	18,053 $1.98 Billion
Q2 2023 Jul 18, 2023	SELL	$106.02 - $110.43 $39,545 - $41,190	-373 Reduced 2.09%	17,476 $1.89 Billion
Q1 2023 May 26, 2023	SELL	$104.89 - $111.81 $5.22 Million - $5.57 Million	-49,807 Reduced 73.62%	17,849 $1.96 Billion

Q3 2020 Nov 17, 2020	BUY	$134.22 - $139.15 $9.08 Million - $9.41 Million	67,656 New	67,656 $9.11 Million

Others Institutions Holding LQD

# of Institutions

1,177

Shares Held

274M

Call Options Held

38.8M

Put Options Held

37.9M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Fortis Group Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History