Napa Wealth Management Ishares Tr Invt Grade Corporat Transaction History

Napa Wealth Management

  • $213 Billion
  • Q3 2025

A detailed history of Napa Wealth Management transactions in Ishares Tr Invt Grade Corporat stock. As of the latest transaction made, Napa Wealth Management holds 63,511 shares of LQDW stock, worth $0. This represents 0.75% of its overall portfolio holdings.

Number of Shares
63,511
Previous 48,783 30.19%
Holding current value
$0
Previous $1.24 Billion 28.92%
% of portfolio
0.75%
Previous 0.6%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
14,728 Added 30.19%
63,511 $1.6 Billion
Q2 2025

Aug 14, 2025
SELL
N/A
-3,437 Reduced 6.58%
48,783 $1.24 Billion
Q1 2025

May 14, 2025
BUY
N/A
4,908 Added 10.37%
52,220 $1.37 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
10,711 Added 29.26%
47,312 $1.24 Billion
Q3 2024

Nov 07, 2024
BUY
N/A
36,601 New
36,601 $1.04 Billion

Others Institutions Holding LQDW

# of Institutions
39
Shares Held
2.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR INVT GRADE CORPORAT

LQDW Quotes by TradingView
  • Ticker LQDW
More about LQDW
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