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

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,776 shares of LQD stock, worth $403,956. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,776
Previous 4,249 11.13%
Holding current value
$403,956
Previous $455 Million 6.25%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 05, 2024
SELL
$106.11 - $113.72 $50,190 - $53,789
-473 Reduced 11.13%
3,776 $427 Million
Q2 2024

Aug 07, 2024
BUY
$104.54 - $108.46 $1,986 - $2,060
19 Added 0.45%
4,249 $455 Million
Q1 2024

May 13, 2024
BUY
$106.98 - $110.63 $19,791 - $20,466
185 Added 4.57%
4,230 $450 Million
Q4 2023

Feb 14, 2024
BUY
$98.28 - $111.36 $397,542 - $450,451
4,045 New
4,045 $448 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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email