Jfs Wealth Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 542 shares of LQD stock, worth $58,752. This represents 0.0% of its overall portfolio holdings.

Number of Shares
542
Previous 542 -0.0%
Holding current value
$58,752
Previous $58,000 5.17%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023
BUY
$102.02 - $108.51 $48,459 - $51,542
475 Added 708.96%
542 $55,000
Q2 2023

Aug 07, 2023
BUY
$106.02 - $110.43 $7,103 - $7,398
67 New
67 $7,000
Q1 2021

Apr 28, 2021
SELL
$128.44 - $137.43 $174,678 - $186,904
-1,360 Closed
0 $0
Q4 2020

Feb 01, 2021
SELL
$133.73 - $138.48 $12,035 - $12,463
-90 Reduced 6.21%
1,360 $188,000
Q3 2020

Oct 28, 2020
SELL
$134.22 - $139.15 $122,140 - $126,626
-910 Reduced 38.56%
1,450 $195,000
Q2 2020

Aug 05, 2020
BUY
$121.1 - $134.5 $121,100 - $134,500
1,000 Added 73.53%
2,360 $317,000
Q1 2020

Apr 29, 2020
BUY
$105.05 - $134.27 $142,868 - $182,607
1,360 New
1,360 $168,000
Q4 2019

Feb 03, 2020
SELL
$125.71 - $128.49 $1,257 - $1,284
-10 Closed
0 $0
Q3 2019

Oct 31, 2019
BUY
$122.95 - $129.1 $1,229 - $1,291
10 New
10 $1,000
Q4 2018

Jan 28, 2019
SELL
$111.35 - $114.52 $20,822 - $21,415
-187 Closed
0 $0
Q3 2018

Nov 09, 2018
BUY
$114.24 - $116.27 $21,362 - $21,742
187 New
187 $21,000
Q1 2018

Apr 26, 2018
SELL
$115.72 - $120.97 $925 - $967
-8 Closed
0 $0
Q4 2017

Jan 31, 2018
BUY
$119.89 - $121.79 $959 - $974
8
8 $1,000

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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