Investments & Financial Planning, LLC Ishares Iboxx $ Investment Gra Transaction History

Investments & Financial Planning, LLC

  • $158 Million
  • Q3 2024

A detailed history of Investments & Financial Planning, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 4,377 shares of LQD stock, worth $474,598. This represents 0.31% of its overall portfolio holdings.

Number of Shares
4,377
Previous 4,678 6.43%
Holding current value
$474,598
Previous $501,000 1.4%
% of portfolio
0.31%
Previous 0.34%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$106.11 - $113.72 $31,939 - $34,229
-301 Reduced 6.43%
4,377 $494,000
Q2 2024

Jul 18, 2024
BUY
$104.54 - $108.46 $2,090 - $2,169
20 Added 0.43%
4,678 $501,000
Q1 2024

May 03, 2024
BUY
$106.98 - $110.63 $8,130 - $8,407
76 Added 1.66%
4,658 $507,000
Q4 2023

Jan 18, 2024
SELL
$98.28 - $111.36 $210,024 - $237,976
-2,137 Reduced 31.81%
4,582 $507,000
Q3 2023

Oct 18, 2023
BUY
$102.02 - $108.51 $4,386 - $4,665
43 Added 0.64%
6,719 $685,000
Q2 2023

Jul 18, 2023
SELL
$106.02 - $110.43 $53,222 - $55,435
-502 Reduced 6.99%
6,676 $721,000
Q1 2023

May 02, 2023
SELL
$104.89 - $111.81 $69,751 - $74,353
-665 Reduced 8.48%
7,178 $786,000
Q4 2022

Feb 28, 2023
SELL
$99.2 - $110.03 $15,376 - $17,054
-155 Reduced 1.94%
7,843 $826,000
Q2 2022

Aug 11, 2022
SELL
$107.41 - $121.51 $32,330 - $36,574
-301 Reduced 3.63%
7,998 $880,000
Q1 2022

May 09, 2022
BUY
$118.44 - $131.22 $3,553 - $3,936
30 Added 0.36%
8,299 $1 Million
Q4 2021

Feb 11, 2022
BUY
$130.98 - $134.88 $1.08 Million - $1.12 Million
8,269 New
8,269 $1.03 Million

Others Institutions Holding LQD

# of Institutions
1,183
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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