Joule Financial, LLC Ishares Iboxx $ Investment Gra Transaction History

Joule Financial, LLC

  • $283 Million
  • Q1 2025

A detailed history of Joule Financial, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Joule Financial, LLC holds 237,617 shares of LQD stock, worth $25.8 Million. This represents 9.11% of its overall portfolio holdings.

Number of Shares
237,617
Previous 229,532 3.52%
Holding current value
$25.8 Million
Previous $24.5 Million 5.11%
% of portfolio
9.11%
Previous 8.75%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$105.1 - $109.61 $849,733 - $886,196
8,085 Added 3.52%
237,617 $25.8 Million
Q4 2024

Jan 15, 2025
BUY
$106.56 - $113.11 $1.74 Million - $1.85 Million
16,374 Added 7.68%
229,532 $24.5 Million
Q3 2024

Oct 17, 2024
BUY
$106.11 - $113.72 $948,941 - $1.02 Million
8,943 Added 4.38%
213,158 $24.1 Million
Q2 2024

Oct 17, 2024
BUY
$104.54 - $108.46 $122,102 - $126,681
1,168 Added 0.58%
204,215 $21.9 Million
Q1 2024

Oct 17, 2024
BUY
$106.98 - $110.63 $21.7 Million - $22.5 Million
203,047 New
203,047 $22.1 Million
Q4 2023

Jan 11, 2024
SELL
$98.28 - $111.36 $270,957 - $307,019
-2,757 Reduced 1.46%
186,386 $20.6 Million
Q3 2023

Oct 26, 2023
BUY
$102.02 - $108.51 $2.01 Million - $2.13 Million
19,659 Added 11.6%
189,143 $19.3 Million
Q2 2023

Jul 14, 2023
BUY
$106.02 - $110.43 $839,572 - $874,495
7,919 Added 4.9%
169,484 $18.3 Million
Q1 2023

Apr 13, 2023
BUY
$104.89 - $111.81 $10.1 Million - $10.7 Million
95,921 Added 146.12%
161,565 $17.7 Million
Q4 2022

Jan 13, 2023
BUY
$99.2 - $110.03 $3.37 Million - $3.73 Million
33,932 Added 107.0%
65,644 $0
Q3 2022

Oct 19, 2022
BUY
$101.44 - $114.61 $1.98 Million - $2.24 Million
19,516 Added 160.02%
31,712 $3.25 Million
Q2 2022

Jul 19, 2022
BUY
$107.41 - $121.51 $1.31 Million - $1.48 Million
12,196 New
12,196 $1.34 Million

Others Institutions Holding LQD

# of Institutions
1,229
Shares Held
241M
Call Options Held
36.9M
Put Options Held
28.7M
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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