Hcr Wealth Advisors Ishares Iboxx $ Investment Gra Transaction History

Hcr Wealth Advisors

$789 Million
Q4 2024

A detailed history of Hcr Wealth Advisors transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Hcr Wealth Advisors holds 5,038 shares of LQD stock, worth $541,736. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,038

Previous 5,186 2.85%

Holding current value

$541,736

Previous $585,000 8.03%

% of portfolio

0.07%

Previous 0.08%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$106.56 - $113.11 $15,770 - $16,740	-148 Reduced 2.85%	5,038 $538,000
Q3 2024 Oct 10, 2024	BUY	$106.11 - $113.72 $20,797 - $22,289	196 Added 3.93%	5,186 $585,000
Q2 2024 Aug 06, 2024	BUY	$104.54 - $108.46 $5,749 - $5,965	55 Added 1.11%	4,990 $534,000
Q1 2024 May 10, 2024	BUY	$106.98 - $110.63 $6,953 - $7,190	65 Added 1.33%	4,935 $537,000
Q4 2023 Feb 09, 2024	BUY	$98.28 - $111.36 $94,250 - $106,794	959 Added 24.52%	4,870 $538,000
Q3 2023 Oct 20, 2023	SELL	$102.02 - $108.51 $168,333 - $179,041	-1,650 Reduced 29.67%	3,911 $399,000
Q2 2023 Aug 09, 2023	SELL	$106.02 - $110.43 $15,372 - $16,012	-145 Reduced 2.54%	5,561 $601,000
Q1 2023 May 12, 2023	SELL	$104.89 - $111.81 $26,432 - $28,176	-252 Reduced 4.23%	5,706 $625,000
Q4 2022 Feb 13, 2023	SELL	$99.2 - $110.03 $290,259 - $321,947	-2,926 Reduced 32.94%	5,958 $628,000
Q3 2022 Nov 07, 2022	BUY	$101.44 - $114.61 $36,924 - $41,718	364 Added 4.27%	8,884 $910,000
Q2 2022 Aug 12, 2022	BUY	$107.41 - $121.51 $27,711 - $31,349	258 Added 3.12%	8,520 $937,000
Q1 2022 May 05, 2022	SELL	$118.44 - $131.22 $318,011 - $352,325	-2,685 Reduced 24.53%	8,262 $999,000
Q4 2021 Feb 04, 2022	SELL	$130.98 - $134.88 $261,959 - $269,760	-2,000 Reduced 15.45%	10,947 $1.45 Million
Q3 2021 Nov 02, 2021	BUY	$133.03 - $136.33 $227,614 - $233,260	1,711 Added 15.23%	12,947 $1.72 Million
Q2 2021 Jul 21, 2021	BUY	$129.85 - $134.36 $48,953 - $50,653	377 Added 3.47%	11,236 $1.51 Million
Q1 2021 May 13, 2021	BUY	$128.44 - $137.43 $174,549 - $186,767	1,359 Added 14.31%	10,859 $1.41 Million
Q4 2020 Feb 04, 2021	BUY	$133.73 - $138.48 $281,902 - $291,915	2,108 Added 28.52%	9,500 $1.31 Million
Q3 2020 Nov 05, 2020	BUY	$134.22 - $139.15 $103,617 - $107,423	772 Added 11.66%	7,392 $996,000
Q2 2020 Jul 30, 2020	BUY	$121.1 - $134.5 $18,043 - $20,040	149 Added 2.3%	6,620 $892,000
Q1 2020 May 08, 2020	BUY	$105.05 - $134.27 $30,149 - $38,535	287 Added 4.64%	6,471 $799,000
Q4 2019 Feb 07, 2020	BUY	$125.71 - $128.49 $116,030 - $118,596	923 Added 17.54%	6,184 $791,000
Q3 2019 Nov 07, 2019	BUY	$122.95 - $129.1 $94,056 - $98,761	765 Added 17.02%	5,261 $671,000
Q2 2019 Jul 25, 2019	SELL	$118.17 - $124.37 $363,490 - $382,562	-3,076 Reduced 40.62%	4,496 $559,000
Q1 2019 May 10, 2019	BUY	$113.15 - $119.15 $353,367 - $372,105	3,123 Added 70.2%	7,572 $519,000
Q4 2018 Jan 31, 2019	BUY	$111.35 - $114.52 $9,464 - $9,734	85 Added 1.95%	4,449 $502,000
Q3 2018 Nov 09, 2018	SELL	$114.24 - $116.27 $4,569 - $4,650	-40 Reduced 0.91%	4,364 $492,000
Q2 2018 Aug 14, 2018	SELL	$113.81 - $117.24 $103,453 - $106,571	-909 Reduced 17.11%	4,404 $505,000
Q1 2018 May 15, 2018	BUY	$115.72 - $120.97 $178,555 - $186,656	1,543 Added 40.93%	5,313 $624,000
Q4 2017 Feb 13, 2018	BUY	$119.89 - $121.79 $451,985 - $459,148	3,770	3,770 $458,000

Others Institutions Holding LQD

# of Institutions

1,192

Shares Held

235M

Call Options Held

38.8M

Put Options Held

37M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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Hcr Wealth Advisors Ishares Iboxx $ Investment Gra Transaction History