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

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 2024

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 33,082 shares of LQD stock, worth $3.54 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares
33,082
Previous 33,644 1.67%
Holding current value
$3.54 Million
Previous $3.6 Billion 3.71%
% of portfolio
2.65%
Previous 2.64%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,187
Shares Held
247M
Call Options Held
39.5M
Put Options Held
38.7M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
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