Leo Wealth, LLC Ishares Iboxx $ Investment Gra Transaction History

Leo Wealth, LLC

$1.12 Trillion
Q4 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Leo Wealth, LLC holds 162,097 shares of LQD stock, worth $17.8 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

162,097

Previous 166,888 2.87%

Holding current value

$17.8 Million

Previous $18.9 Billion 8.15%

% of portfolio

1.55%

Previous 1.72%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$106.56 - $113.11 $510,528 - $541,910	-4,791 Reduced 2.87%	162,097 $17.3 Billion
Q3 2024 Oct 21, 2024	BUY	$106.11 - $113.72 $2.59 Million - $2.78 Million	24,434 Added 17.15%	166,888 $18.9 Billion
Q2 2024 Jul 17, 2024	SELL	$104.54 - $108.46 $447,431 - $464,208	-4,280 Reduced 2.92%	142,454 $15.2 Billion
Q1 2024 May 09, 2024	SELL	$106.98 - $110.63 $708,956 - $733,145	-6,627 Reduced 4.32%	146,734 $15.8 Billion
Q4 2023 Mar 14, 2024	BUY	$98.28 - $111.36 $15.1 Million - $17.1 Million	153,361 New	153,361 $16.8 Billion

Others Institutions Holding LQD

# of Institutions

1,228

Shares Held

233M

Call Options Held

36.9M

Put Options Held

28.7M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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