Forvis Wealth Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Forvis Wealth Advisors, LLC

  • $4.41 Billion
  • Q2 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 9,000 shares of LQD stock, worth $1.01 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,000
Previous 9,128 1.4%
Holding current value
$1.01 Million
Previous $992,000 0.6%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$105.23 - $109.61 $13,469 - $14,030
-128 Reduced 1.4%
9,000 $986,000
Q1 2025

May 13, 2025
SELL
$105.1 - $109.61 $171,523 - $178,883
-1,632 Reduced 15.17%
9,128 $992,000
Q4 2024

Feb 03, 2025
BUY
$106.56 - $113.11 $6,393 - $6,786
60 Added 0.56%
10,760 $1.15 Million
Q3 2024

Nov 14, 2024
BUY
$106.11 - $113.72 $1.14 Million - $1.22 Million
10,700 New
10,700 $1.21 Million

Others Institutions Holding LQD

# of Institutions
1,251
Shares Held
277M
Call Options Held
16.2M
Put Options Held
47.7M
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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