Heritage Wealth Management, Inc. /Ca/ Ishares Iboxx $ Investment Gra Transaction History

Heritage Wealth Management, Inc. /Ca/

$149 Billion
Q3 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 33,782 shares of LQD stock, worth $3.72 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares

33,782

Previous 34,662 2.54%

Holding current value

$3.72 Million

Previous $3.8 Billion 0.89%

% of portfolio

2.52%

Previous 2.53%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$107.66 - $112.36 $94,740 - $98,876	-880 Reduced 2.54%	33,782 $3.77 Billion
Q2 2025 Jul 28, 2025	BUY	$105.23 - $109.61 $136,062 - $141,725	1,293 Added 3.87%	34,662 $3.8 Billion
Q1 2025 Apr 30, 2025	SELL	$105.1 - $109.61 $114,453 - $119,365	-1,089 Reduced 3.16%	33,369 $3.63 Billion
Q4 2024 Feb 11, 2025	BUY	$106.56 - $113.11 $146,626 - $155,639	1,376 Added 4.16%	34,458 $3.68 Billion
Q3 2024 Oct 18, 2024	SELL	$106.11 - $113.72 $59,633 - $63,910	-562 Reduced 1.67%	33,082 $3.74 Billion

Q2 2024 Jul 25, 2024	BUY	$104.54 - $108.46 $295,952 - $307,050	2,831 Added 9.19%	33,644 $3.6 Billion
Q1 2024 May 06, 2024	BUY	$106.98 - $110.63 $48,034 - $49,672	449 Added 1.48%	30,813 $3.36 Billion
Q4 2023 Feb 14, 2024	BUY	$98.28 - $111.36 $2.98 Million - $3.38 Million	30,364 New	30,364 $3.36 Billion

Others Institutions Holding LQD

# of Institutions

1,263

Shares Held

280M

Call Options Held

32.1M

Put Options Held

61.9M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Heritage Wealth Management, Inc. /Ca/ Ishares Iboxx $ Investment Gra Transaction History