Insight Wealth Partners, LLC Ishares Iboxx $ Investment Gra Transaction History

Insight Wealth Partners, LLC

$723 Million
Q4 2024

A detailed history of Insight Wealth Partners, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 112,895 shares of LQD stock, worth $12.2 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

112,895

Previous 106,567 5.94%

Holding current value

$12.2 Million

Previous $12 Million 0.18%

% of portfolio

1.67%

Previous 2.42%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$106.56 - $113.11 $674,311 - $715,760	6,328 Added 5.94%	112,895 $12.1 Million
Q3 2024 Nov 13, 2024	BUY	$106.11 - $113.72 $1.49 Million - $1.6 Million	14,075 Added 15.22%	106,567 $12 Million
Q2 2024 Jul 18, 2024	SELL	$104.54 - $108.46 $28,539 - $29,609	-273 Reduced 0.29%	92,492 $9.91 Million
Q1 2024 May 10, 2024	BUY	$106.98 - $110.63 $777,102 - $803,616	7,264 Added 8.5%	92,765 $10.1 Million
Q4 2023 Feb 13, 2024	SELL	$98.28 - $111.36 $74,987 - $84,967	-763 Reduced 0.88%	85,501 $9.46 Million
Q3 2023 Oct 30, 2023	SELL	$102.02 - $108.51 $88,859 - $94,512	-871 Reduced 1.0%	86,264 $8.8 Million
Q2 2023 Aug 11, 2023	SELL	$106.02 - $110.43 $325,799 - $339,351	-3,073 Reduced 3.41%	87,135 $9.42 Million
Q1 2023 May 12, 2023	BUY	$104.89 - $111.81 $2.3 Million - $2.45 Million	21,916 Added 32.09%	90,208 $9.89 Million
Q4 2022 Jan 31, 2023	BUY	$99.2 - $110.03 $2.43 Million - $2.7 Million	24,518 Added 56.01%	68,292 $7.2 Million
Q3 2022 Dec 01, 2022	SELL	$101.44 - $114.61 $17.9 Million - $20.2 Million	-176,374 Reduced 80.12%	43,774 $4.49 Million
Q2 2022 Jul 13, 2022	BUY	$107.41 - $121.51 $426,632 - $482,637	3,972 Added 1.84%	220,148 $24.2 Million
Q1 2022 May 02, 2022	BUY	$118.44 - $131.22 $13.9 Million - $15.4 Million	117,429 Added 118.92%	216,176 $26.1 Million
Q4 2021 Feb 04, 2022	BUY	$130.98 - $134.88 $1.01 Million - $1.04 Million	7,733 Added 8.5%	98,747 $13.1 Million
Q3 2021 Nov 05, 2021	SELL	$133.03 - $136.33 $179,324 - $183,772	-1,348 Reduced 1.46%	91,014 $12.1 Million
Q2 2021 Jul 14, 2021	BUY	$129.85 - $134.36 $433,699 - $448,762	3,340 Added 3.75%	92,362 $12.4 Million
Q1 2021 Apr 20, 2021	BUY	$128.44 - $137.43 $1.79 Million - $1.91 Million	13,900 Added 18.5%	89,022 $11.6 Million
Q4 2020 Jan 19, 2021	BUY	$133.73 - $138.48 $5.99 Million - $6.2 Million	44,767 Added 147.48%	75,122 $10.4 Million
Q3 2020 Oct 16, 2020	SELL	$134.22 - $139.15 $6.12 Million - $6.35 Million	-45,602 Reduced 60.04%	30,355 $4.09 Million
Q2 2020 Jul 20, 2020	BUY	$121.1 - $134.5 $479,677 - $532,754	3,961 Added 5.5%	75,957 $10.2 Million
Q1 2020 May 07, 2020	BUY	$105.05 - $134.27 $1.25 Million - $1.59 Million	11,871 Added 19.74%	71,996 $8.89 Million
Q4 2019 Mar 16, 2020	BUY	$125.71 - $128.49 $7.56 Million - $7.73 Million	60,125 New	60,125 $7.69 Million

Others Institutions Holding LQD

# of Institutions

1,226

Shares Held

233M

Call Options Held

36.9M

Put Options Held

28.8M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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Insight Wealth Partners, LLC Ishares Iboxx $ Investment Gra Transaction History