Independent Wealth Network Inc. Ishares Iboxx $ Investment Gra Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Independent Wealth Network Inc. holds 3,377 shares of LQD stock, worth $364,682. This represents 0.15% of its overall portfolio holdings.

Number of Shares

3,377

Previous 3,432 1.6%

Holding current value

$364,682

Previous $387,000 6.98%

% of portfolio

0.15%

Previous 0.18%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$106.56 - $113.11 $5,860 - $6,221	-55 Reduced 1.6%	3,377 $360,000
Q3 2024 Oct 15, 2024	SELL	$106.11 - $113.72 $15,173 - $16,261	-143 Reduced 4.0%	3,432 $387,000
Q2 2024 Jul 18, 2024	SELL	$104.54 - $108.46 $3,240 - $3,362	-31 Reduced 0.86%	3,575 $382,000
Q1 2024 May 20, 2024	BUY	$106.98 - $110.63 $385,769 - $398,931	3,606 New	3,606 $392,000
Q4 2023 Jan 12, 2024	BUY	$98.28 - $111.36 $1,179 - $1,336	12 Added 0.38%	3,142 $347,000
Q3 2023 Oct 11, 2023	SELL	$102.02 - $108.51 $3,264 - $3,472	-32 Reduced 1.01%	3,130 $319,000
Q2 2023 Jul 12, 2023	BUY	$106.02 - $110.43 $335,235 - $349,179	3,162 New	3,162 $341,000
Q2 2022 Jul 26, 2022	SELL	$107.41 - $121.51 $187,645 - $212,277	-1,747 Closed	0 $0
Q1 2022 Apr 20, 2022	SELL	$118.44 - $131.22 $200,992 - $222,680	-1,697 Reduced 49.27%	1,747 $211,000
Q4 2021 Feb 10, 2022	SELL	$130.98 - $134.88 $146,435 - $150,795	-1,118 Reduced 24.51%	3,444 $456,000
Q3 2021 Nov 04, 2021	BUY	$133.03 - $136.33 $606,882 - $621,937	4,562 New	4,562 $607,000

Others Institutions Holding LQD

# of Institutions

1,224

Shares Held

235M

Call Options Held

40.2M

Put Options Held

37.7M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Independent Wealth Network Inc. Ishares Iboxx $ Investment Gra Transaction History