Golden State Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,979 shares of LQD stock, worth $214,127. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,979

Previous 21,512 90.8%

Holding current value

$214,127

Previous $2.6 Million 8027.59%

% of portfolio

0.03%

Previous 0.51%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$106.56 - $113.11 $2.08 Million - $2.21 Million	-19,533 Reduced 90.8%	1,979 $211 Million
Q1 2022 May 19, 2022	BUY	$118.44 - $131.22 $1.89 Million - $2.09 Million	15,918 Added 284.55%	21,512 $2.6 Million
Q1 2022 May 16, 2022	SELL	$118.44 - $131.22 $2.83 Million - $3.14 Million	-23,933 Reduced 81.05%	5,594 $727,000
Q4 2021 Feb 14, 2022	BUY	$130.98 - $134.88 $127,312 - $131,103	972 Added 3.4%	29,527 $3.91 Million
Q3 2021 Nov 15, 2021	BUY	$133.03 - $136.33 $206,063 - $211,175	1,549 Added 5.74%	28,555 $3.8 Million
Q2 2021 Aug 12, 2021	BUY	$129.85 - $134.36 $2.78 Million - $2.88 Million	21,412 Added 382.77%	27,006 $3.63 Million
Q1 2021 May 14, 2021	SELL	$128.44 - $137.43 $487,815 - $521,959	-3,798 Reduced 40.44%	5,594 $727,000
Q4 2020 Jan 28, 2021	BUY	$133.73 - $138.48 $445,187 - $460,999	3,329 Added 54.91%	9,392 $1.3 Million
Q3 2020 Nov 12, 2020	BUY	$134.22 - $139.15 $813,775 - $843,666	6,063 New	6,063 $817,000
Q2 2020 Aug 11, 2020	SELL	$121.1 - $134.5 $323,458 - $359,249	-2,671 Closed	0 $0
Q1 2020 Apr 17, 2020	SELL	$105.05 - $134.27 $3.54 Million - $4.53 Million	-33,730 Reduced 92.66%	2,671 $330,000
Q4 2019 Feb 13, 2020	BUY	$125.71 - $128.49 $4.58 Million - $4.68 Million	36,401 New	36,401 $4.66 Million

Others Institutions Holding LQD

# of Institutions

1,187

Shares Held

240M

Call Options Held

39.2M

Put Options Held

38.5M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Golden State Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History