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

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 6,859 shares of LQD stock, worth $733,775. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,859
Previous 5,316 29.03%
Holding current value
$733,775
Previous $569 Million 36.24%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 21, 2024
BUY
$106.11 - $113.72 $163,727 - $175,469
1,543 Added 29.03%
6,859 $776 Million
Q2 2024

Jul 09, 2024
SELL
$104.54 - $108.46 $398,506 - $413,449
-3,812 Reduced 41.76%
5,316 $569 Million
Q1 2024

Apr 15, 2024
BUY
$106.98 - $110.63 $104,626 - $108,196
978 Added 12.0%
9,128 $994 Million
Q4 2023

Jan 16, 2024
BUY
$98.28 - $111.36 $800,982 - $907,584
8,150 New
8,150 $902 Million

Others Institutions Holding LQD

# of Institutions
1,186
Shares Held
246M
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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