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

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Modera Wealth Management, LLC holds 4,941 shares of LQD stock, worth $535,752. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,941
Previous 3,645 35.56%
Holding current value
$535,752
Previous $390,000 43.08%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2024
BUY
$106.11 - $113.72 $137,518 - $147,381
1,296 Added 35.56%
4,941 $558,000
Q2 2024

Jul 29, 2024
BUY
$104.54 - $108.46 $34,498 - $35,791
330 Added 9.95%
3,645 $390,000
Q1 2024

May 14, 2024
SELL
$106.98 - $110.63 $207,541 - $214,622
-1,940 Reduced 36.92%
3,315 $361,000
Q4 2023

Feb 14, 2024
BUY
$98.28 - $111.36 $2,751 - $3,118
28 Added 0.54%
5,255 $581,000
Q3 2023

Nov 30, 2023
BUY
$102.02 - $108.51 $533,258 - $567,181
5,227 New
5,227 $533,000
Q2 2023

Aug 07, 2023
BUY
$106.02 - $110.43 $325,163 - $338,688
3,067 Added 156.88%
5,022 $543,000
Q1 2023

May 05, 2023
BUY
$104.89 - $111.81 $205,059 - $218,588
1,955 New
1,955 $214,000
Q2 2022

Jul 27, 2022
SELL
$107.41 - $121.51 $224,809 - $254,320
-2,093 Reduced 38.9%
3,287 $362,000
Q1 2022

May 03, 2022
BUY
$118.44 - $131.22 $277,268 - $307,186
2,341 Added 77.03%
5,380 $651,000
Q4 2021

Feb 04, 2022
BUY
$130.98 - $134.88 $398,048 - $409,900
3,039 New
3,039 $402,000

Others Institutions Holding LQD

# of Institutions
1,183
Shares Held
247M
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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