Legacy Wealth Managment, Llc/Id Ishares Iboxx $ Investment Gra Transaction History

Legacy Wealth Managment, Llc/Id

  • $122 Million
  • Q1 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 1,161 shares of LQD stock, worth $125,120. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,161
Previous 18 6350.0%
Holding current value
$125,120
Previous $1,000 12500.0%
% of portfolio
0.1%
Previous 0.0%

Shares

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

May 16, 2025
BUY
$105.1 - $109.61 $120,129 - $125,284
1,143 Added 6350.0%
1,161 $126,000
Q4 2024

Feb 13, 2025
SELL
$106.56 - $113.11 $7,885 - $8,370
-74 Reduced 80.43%
18 $1,000
Q3 2024

Nov 15, 2024
BUY
$106.11 - $113.72 $9,762 - $10,462
92 New
92 $10,000

Others Institutions Holding LQD

# of Institutions
1,216
Shares Held
261M
Call Options Held
23.9M
Put Options Held
39.4M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
Track This Portfolio

Track Legacy Wealth Managment, Llc/Id Portfolio

Follow Legacy Wealth Managment, Llc/Id and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email