A detailed history of One Wealth Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, One Wealth Advisors, LLC holds 25,874 shares of LQD stock, worth $2.8 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
25,874
Holding current value
$2.8 Million
% of portfolio
0.46%

Shares

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

Oct 16, 2024

BUY
$106.11 - $113.72 $2.75 Million - $2.94 Million
25,874 New
25,874 $2.92 Million
Q1 2024

Apr 15, 2024

SELL
$106.98 - $110.63 $84,835 - $87,729
-793 Reduced 2.9%
26,553 $2.89 Million
Q4 2023

Feb 13, 2024

BUY
$98.28 - $111.36 $1.89 Million - $2.14 Million
19,258 Added 238.11%
27,346 $3.03 Million
Q3 2023

Nov 01, 2023

SELL
$102.02 - $108.51 $1.38 Million - $1.47 Million
-13,515 Reduced 62.56%
8,088 $825,000
Q2 2023

Aug 14, 2023

SELL
$106.02 - $110.43 $430,865 - $448,787
-4,064 Reduced 15.83%
21,603 $2.34 Million
Q1 2023

May 15, 2023

BUY
$104.89 - $111.81 $249,638 - $266,107
2,380 Added 10.22%
25,667 $2.81 Million
Q4 2022

Feb 14, 2023

BUY
$99.2 - $110.03 $188,083 - $208,616
1,896 Added 8.86%
23,287 $2.46 Million
Q3 2022

Nov 14, 2022

BUY
$101.44 - $114.61 $1.98 Million - $2.24 Million
19,533 Added 1051.29%
21,391 $2.19 Million
Q2 2022

Aug 15, 2022

SELL
$107.41 - $121.51 $931,244 - $1.05 Million
-8,670 Reduced 82.35%
1,858 $204,000
Q1 2022

May 16, 2022

BUY
$118.44 - $131.22 $1.25 Million - $1.38 Million
10,528 New
10,528 $1.27 Million
Q2 2020

Aug 14, 2020

SELL
$121.1 - $134.5 $598,355 - $664,564
-4,941 Closed
0 $0
Q1 2020

May 15, 2020

BUY
$105.05 - $134.27 $519,052 - $663,428
4,941 New
4,941 $610,000

Others Institutions Holding LQD

About ISHARES IBOXX $ INVESTMENT GRA


  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
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