Great Valley Advisor Group, Inc. Ishares U S ETF Tr Int Rate He Transaction History

Great Valley Advisor Group, Inc.

$4.13 Billion
Q1 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 3,960 shares of LQDH stock, worth $364,240. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,960

Previous 3,955 0.13%

Holding current value

$364,240

Previous $366,000 0.27%

% of portfolio

0.01%

Previous 0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$92.03 - $93.95 $460 - $469	5 Added 0.13%	3,960 $365,000
Q4 2024 Feb 24, 2025	SELL	$92.58 - $93.71 $51,659 - $52,290	-558 Reduced 12.36%	3,955 $366,000
Q3 2024 Nov 12, 2024	BUY	$90.85 - $93.3 $38,883 - $39,932	428 Added 10.48%	4,513 $419,000
Q2 2024 Jul 16, 2024	BUY	$92.93 - $94.21 $379,619 - $384,847	4,085 New	4,085 $379,000

Others Institutions Holding LQDH

# of Institutions

109

Shares Held

4.51M

Call Options Held

Put Options Held

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About ISHARES U S ETF TR INT RATE HE

Ticker LQDH
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Great Valley Advisor Group, Inc. Ishares U S ETF Tr Int Rate He Transaction History