Gerber Kawasaki Wealth & Investment Management Ishares Iboxx $ Investment Gra Transaction History

Gerber Kawasaki Wealth & Investment Management

  • $2.28 Billion
  • Q4 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 3,837 shares of LQD stock, worth $414,357. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,837
Previous 3,789 1.27%
Holding current value
$414,357
Previous $428,000 4.44%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$106.56 - $113.11 $5,114 - $5,429
48 Added 1.27%
3,837 $409,000
Q3 2024

Nov 13, 2024
BUY
$106.11 - $113.72 $33,636 - $36,049
317 Added 9.13%
3,789 $428,000
Q2 2024

Aug 13, 2024
BUY
$104.54 - $108.46 $25,925 - $26,898
248 Added 7.69%
3,472 $371,000
Q1 2024

May 13, 2024
BUY
$106.98 - $110.63 $130,943 - $135,411
1,224 Added 61.2%
3,224 $351,000
Q4 2023

Feb 12, 2024
BUY
$98.28 - $111.36 $196,560 - $222,720
2,000 New
2,000 $221,000
Q2 2022

Aug 04, 2022
SELL
$107.41 - $121.51 $1.14 Million - $1.29 Million
-10,634 Closed
0 $0
Q1 2022

May 12, 2022
SELL
$118.44 - $131.22 $87,290 - $96,709
-737 Reduced 6.48%
10,634 $824,000
Q4 2021

Feb 11, 2022
BUY
$130.98 - $134.88 $1.49 Million - $1.53 Million
11,362 Added 126244.44%
11,371 $919,000
Q3 2021

Nov 15, 2021
BUY
$133.03 - $136.33 $1,197 - $1,226
9 New
9 $9,000

Others Institutions Holding LQD

# of Institutions
1,224
Shares Held
235M
Call Options Held
40.2M
Put Options Held
37.7M
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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