Kingsview Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Kingsview Wealth Management, LLC

$4.73 Billion
Q1 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 229,376 shares of LQD stock, worth $25.1 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

229,376

Previous 211,191 8.61%

Holding current value

$25.1 Million

Previous $22.6 Million 10.49%

% of portfolio

0.53%

Previous 0.48%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$105.1 - $109.61 $1.91 Million - $1.99 Million	18,185 Added 8.61%	229,376 $24.9 Million
Q4 2024 Jan 28, 2025	BUY	$106.56 - $113.11 $10.4 Million - $11 Million	97,227 Added 85.31%	211,191 $22.6 Million
Q3 2024 Nov 12, 2024	SELL	$106.11 - $113.72 $4.75 Million - $5.09 Million	-44,769 Reduced 28.2%	113,964 $12.9 Million
Q2 2024 Aug 14, 2024	BUY	$104.54 - $108.46 $1.09 Million - $1.13 Million	10,407 Added 7.02%	158,733 $17 Million
Q1 2024 May 09, 2024	BUY	$106.98 - $110.63 $685,848 - $709,248	6,411 Added 4.52%	148,326 $16.2 Million
Q4 2023 Feb 08, 2024	BUY	$98.28 - $111.36 $339,557 - $384,748	3,455 Added 2.5%	141,915 $15.7 Million
Q3 2023 Nov 07, 2023	BUY	$102.02 - $108.51 $234,441 - $249,355	2,298 Added 1.69%	138,460 $14.1 Million
Q2 2023 Aug 10, 2023	BUY	$106.02 - $110.43 $41,559 - $43,288	392 Added 0.29%	136,162 $14.7 Million
Q1 2023 May 15, 2023	BUY	$104.89 - $111.81 $104,890 - $111,810	1,000 Added 0.74%	135,770 $14.9 Million
Q4 2022 Feb 13, 2023	SELL	$99.2 - $110.03 $2.98 Million - $3.31 Million	-30,067 Reduced 18.24%	134,770 $14.2 Million
Q3 2022 Nov 14, 2022	BUY	$101.44 - $114.61 $3.99 Million - $4.5 Million	39,300 Added 31.31%	164,837 $16.9 Million
Q2 2022 Aug 16, 2022	SELL	$107.41 - $121.51 $1.06 Million - $1.2 Million	-9,887 Reduced 7.3%	125,537 $13.8 Million
Q1 2022 Feb 08, 2024	BUY	$118.44 - $131.22 $89,185 - $98,808	753 Added 0.53%	142,668 $17.3 Million
Q4 2021 Feb 17, 2022	SELL	$130.98 - $134.88 $102,033 - $105,071	-779 Reduced 0.57%	135,424 $17.9 Million
Q3 2021 Dec 03, 2021	BUY	$133.03 - $136.33 $1.28 Million - $1.31 Million	9,619 Added 7.6%	136,203 $18.1 Million
Q2 2021 Aug 17, 2021	BUY	$129.85 - $134.36 $2.25 Million - $2.33 Million	17,358 Added 15.89%	126,584 $17 Million
Q1 2021 May 24, 2021	BUY	$128.44 - $137.43 $491,539 - $525,944	3,827 Added 3.63%	109,226 $14.3 Million
Q4 2020 Feb 16, 2021	BUY	$133.73 - $138.48 $2.24 Million - $2.32 Million	16,736 Added 18.88%	105,399 $14.6 Million
Q3 2020 Nov 19, 2020	BUY	$134.22 - $139.15 $3.14 Million - $3.26 Million	23,425 Added 35.91%	88,663 $11.9 Million
Q2 2020 Aug 14, 2020	BUY	$121.1 - $134.5 $1.17 Million - $1.3 Million	9,680 Added 17.42%	65,238 $8.78 Million
Q1 2020 May 11, 2020	BUY	$105.05 - $134.27 $385,638 - $492,905	3,671 Added 7.07%	55,558 $6.86 Million
Q4 2019 Jan 31, 2020	BUY	$125.71 - $128.49 $3.08 Million - $3.15 Million	24,489 Added 89.38%	51,887 $6.64 Million
Q4 2019 Jan 30, 2020	BUY	$125.71 - $128.49 $130,109 - $132,987	1,035 Added 3.93%	27,398 $3.33 Million
Q3 2019 Jan 29, 2020	SELL	$122.95 - $129.1 $3.9 Million - $4.1 Million	-31,728 Reduced 54.62%	26,363 $3.36 Million
Q2 2019 Jan 29, 2020	BUY	$118.17 - $124.37 $1.31 Million - $1.38 Million	11,073 Added 23.55%	58,091 $7.23 Million
Q1 2019 Jan 29, 2020	BUY	$113.15 - $119.15 $969,242 - $1.02 Million	8,566 Added 22.28%	47,018 $5.6 Million
Q4 2018 Jan 29, 2020	BUY	$111.35 - $114.52 $220,584 - $226,864	1,981 Added 5.43%	38,452 $4.34 Million
Q3 2018 Jan 29, 2020	BUY	$114.24 - $116.27 $201,290 - $204,867	1,762 Added 5.08%	36,471 $4.19 Million
Q2 2018 Jan 29, 2020	BUY	$113.81 - $117.24 $251,520 - $259,100	2,210 Added 6.8%	34,709 $3.98 Million
Q1 2018 Jan 29, 2020	BUY	$115.72 - $120.97 $590,287 - $617,067	5,101 Added 18.62%	32,499 $3.82 Million
Q4 2017 Jan 29, 2020	BUY	$119.89 - $121.79 $178,995 - $181,832	1,493 Added 5.76%	27,398 $3.33 Million
Q3 2017 Jan 29, 2020	BUY	$120.62 - $121.61 $308,304 - $310,835	2,556 Added 10.95%	25,905 $3.14 Million
Q2 2017 Jan 29, 2020	BUY	N/A	339 Added 1.47%	23,349 $2.81 Million
Q1 2017 Jan 29, 2020	BUY	N/A	23,010	23,010 $2.71 Million

Others Institutions Holding LQD

# of Institutions

1,214

Shares Held

260M

Call Options Held

23.9M

Put Options Held

39.4M

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About ISHARES IBOXX $ INVESTMENT GRA

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Kingsview Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History