Herold Advisors, Inc. Ishares Iboxx $ Investment Gra Transaction History

Herold Advisors, Inc.

$439 Million
Q1 2025

A detailed history of Herold Advisors, Inc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Herold Advisors, Inc. holds 35,946 shares of LQD stock, worth $3.93 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

35,946

Previous 32,984 8.98%

Holding current value

$3.93 Million

Previous $3.52 Million 10.84%

% of portfolio

0.89%

Previous 0.8%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$105.1 - $109.61 $311,306 - $324,664	2,962 Added 8.98%	35,946 $3.91 Million
Q4 2024 Feb 14, 2025	BUY	$106.56 - $113.11 $224,735 - $238,548	2,109 Added 6.83%	32,984 $3.52 Million
Q3 2024 Nov 14, 2024	BUY	$106.11 - $113.72 $13,794 - $14,783	130 Added 0.42%	30,875 $3.49 Million
Q2 2024 Jul 24, 2024	BUY	$104.54 - $108.46 $45,370 - $47,071	434 Added 1.43%	30,745 $3.29 Million
Q1 2024 May 10, 2024	SELL	$106.98 - $110.63 $12,409 - $12,833	-116 Reduced 0.38%	30,311 $3.3 Million
Q4 2023 Feb 02, 2024	BUY	$98.28 - $111.36 $2.65 Million - $3 Million	26,945 Added 773.84%	30,427 $3.37 Million
Q3 2023 Nov 08, 2023	BUY	$102.02 - $108.51 $1,836 - $1,953	18 Added 0.52%	3,482 $355,000
Q2 2023 Jul 14, 2023	BUY	$106.02 - $110.43 $367,253 - $382,529	3,464 New	3,464 $374,000
Q2 2022 Jul 15, 2022	SELL	$107.41 - $121.51 $30,611 - $34,630	-285 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$118.44 - $131.22 $33,755 - $37,397	285 New	285 $34,000
Q4 2021 Jan 20, 2022	SELL	$130.98 - $134.88 $37,329 - $38,440	-285 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$133.03 - $136.33 $37,913 - $38,854	285 New	285 $37,000

Others Institutions Holding LQD

# of Institutions

1,216

Shares Held

261M

Call Options Held

23.9M

Put Options Held

39.5M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Herold Advisors, Inc. Ishares Iboxx $ Investment Gra Transaction History