A detailed history of Lantern Wealth Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 30,728 shares of LQD stock, worth $3.33 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares
30,728
Previous 30,498 0.75%
Holding current value
$3.33 Million
Previous $3.27 Billion 6.27%
% of portfolio
2.41%
Previous 2.37%

Shares

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

Nov 14, 2024

BUY
$106.11 - $113.72 $24,405 - $26,155
230 Added 0.75%
30,728 $3.47 Billion
Q2 2024

Aug 14, 2024

BUY
$104.54 - $108.46 $43,906 - $45,553
420 Added 1.4%
30,498 $3.27 Billion
Q1 2024

May 14, 2024

SELL
$106.98 - $110.63 $25,140 - $25,998
-235 Reduced 0.78%
30,078 $3.28 Billion
Q4 2023

Feb 14, 2024

BUY
$98.28 - $111.36 $2.98 Million - $3.38 Million
30,313 New
30,313 $3.35 Billion

Others Institutions Holding LQD

About ISHARES IBOXX $ INVESTMENT GRA


  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
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