Heartwood Wealth Advisors LLC Ishares Iboxx $ Investment Gra Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 69,889 shares of LQD stock, worth $7.85 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
69,889
Previous 68,690
1.75%
Holding current value
$7.85 Million
Previous $7.48 Million
0.07%
% of portfolio
0.9%
Previous 0.92%
Shares
7 transactions
Others Institutions Holding LQD
# of Institutions
1,138Shares Held
248MCall Options Held
38.2MPut Options Held
39.8M-
Bank Of America Corp Charlotte, NC23.5MShares$2.64 Billion0.23% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M019.1MShares$2.15 Billion41.23% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa16MShares$1.8 Billion0.75% of portfolio
-
Japan Science & Technology Agency Tokyo, M013.8MShares$1.55 Billion20.54% of portfolio
-
Black Rock Inc. New York, NY13.8MShares$1.55 Billion0.03% of portfolio