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

Insight Wealth Strategies, LLC

$740 Million
Q2 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 63,665 shares of LQD stock, worth $6.94 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

63,665

Previous 65,429 2.7%

Holding current value

$6.94 Million

Previous $7.1 Million 1.68%

% of portfolio

0.94%

Previous 0.98%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	SELL	$105.23 - $109.61 $185,625 - $193,352	-1,764 Reduced 2.7%	63,665 $6.98 Million
Q1 2025 Apr 03, 2025	SELL	$105.1 - $109.61 $20.8 Million - $21.7 Million	-197,952 Reduced 75.16%	65,429 $7.1 Million
Q4 2024 Jan 06, 2025	BUY	$106.56 - $113.11 $4,688 - $4,976	44 Added 0.02%	263,381 $28.1 Million
Q3 2024 Oct 07, 2024	SELL	$106.11 - $113.72 $164,894 - $176,720	-1,554 Reduced 0.59%	263,337 $29.8 Million
Q2 2024 Jul 08, 2024	BUY	$104.54 - $108.46 $952,882 - $988,612	9,115 Added 3.56%	264,891 $28.4 Million
Q1 2024 Apr 05, 2024	BUY	$106.98 - $110.63 $5.03 Million - $5.2 Million	47,035 Added 22.53%	255,776 $27.9 Million
Q4 2023 Jan 12, 2024	BUY	$98.28 - $111.36 $1.58 Million - $1.79 Million	16,070 Added 8.34%	208,741 $23.1 Million
Q3 2023 Oct 13, 2023	BUY	$102.02 - $108.51 $569,475 - $605,702	5,582 Added 2.98%	192,671 $19.7 Million
Q2 2023 Jul 14, 2023	SELL	$106.02 - $110.43 $28,307 - $29,484	-267 Reduced 0.14%	187,089 $20.2 Million
Q1 2023 Apr 06, 2023	SELL	$104.89 - $111.81 $3.8 Million - $4.05 Million	-36,254 Reduced 16.21%	187,356 $20.5 Million
Q4 2022 Jan 06, 2023	BUY	$99.2 - $110.03 $268,137 - $297,411	2,703 Added 1.22%	223,610 $0
Q2 2022 Jul 01, 2022	BUY	$107.41 - $121.51 $571,850 - $646,919	5,324 Added 2.47%	220,907 $24.3 Million
Q1 2022 Apr 12, 2022	BUY	$118.44 - $131.22 $694,887 - $769,867	5,867 Added 2.8%	215,583 $26.1 Million
Q4 2021 Jan 31, 2022	BUY	$130.98 - $134.88 $4.65 Million - $4.79 Million	35,490 Added 20.37%	209,716 $27.8 Million
Q3 2021 Oct 28, 2021	SELL	$133.03 - $136.33 $138,351 - $141,783	-1,040 Reduced 0.59%	174,226 $23.2 Million
Q2 2021 Aug 12, 2021	SELL	$129.85 - $134.36 $1.59 Million - $1.64 Million	-12,240 Reduced 6.53%	175,266 $23.5 Million
Q1 2021 May 12, 2021	SELL	$128.44 - $137.43 $3.18 Million - $3.4 Million	-24,739 Reduced 11.66%	187,506 $24.4 Million
Q4 2020 Feb 05, 2021	BUY	$133.73 - $138.48 $4.51 Million - $4.67 Million	33,707 Added 18.88%	212,245 $29.3 Million
Q3 2020 Oct 29, 2020	SELL	$134.22 - $139.15 $6.38 Million - $6.61 Million	-47,526 Reduced 21.02%	178,538 $24.1 Million
Q2 2020 Jul 31, 2020	BUY	$121.1 - $134.5 $96,395 - $107,062	796 Added 0.35%	226,064 $30.4 Million
Q1 2020 Apr 21, 2020	BUY	$105.05 - $134.27 $18.9 Million - $24.1 Million	179,769 Added 395.11%	225,268 $27.8 Million
Q4 2019 Feb 21, 2020	BUY	$125.71 - $128.49 $314,777 - $321,738	2,504 Added 5.82%	45,499 $5.82 Million
Q3 2019 Nov 06, 2019	BUY	$122.95 - $129.1 $2.85 Million - $2.99 Million	23,194 Added 117.14%	42,995 $5.48 Million
Q2 2019 Aug 06, 2019	SELL	$118.17 - $124.37 $509,667 - $536,407	-4,313 Reduced 17.89%	19,801 $2.46 Million
Q1 2019 Apr 24, 2019	BUY	$113.15 - $119.15 $629,566 - $662,950	5,564 Added 29.99%	24,114 $2.87 Million
Q4 2018 Feb 12, 2019	BUY	$111.35 - $114.52 $2.07 Million - $2.12 Million	18,550 New	18,550 $2.09 Million

Others Institutions Holding LQD

# of Institutions

1,211

Shares Held

261M

Call Options Held

23.9M

Put Options Held

39.4M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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