Outlook Wealth Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Outlook Wealth Advisors, LLC

$285 Million
Q1 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 7,041 shares of LQD stock, worth $761,413. This represents 0.27% of its overall portfolio holdings.

Number of Shares

7,041

Holding current value

$761,413

% of portfolio

0.27%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$106.98 - $110.63 $753,246 - $778,945	7,041 New	7,041 $766,000
Q3 2023 Oct 10, 2023	BUY	$102.02 - $108.51 $14,996 - $15,950	147 Added 0.41%	36,184 $3.69 Million
Q2 2023 Jul 10, 2023	BUY	$106.02 - $110.43 $3.82 Million - $3.98 Million	36,037 New	36,037 $3.9 Million
Q1 2022 May 13, 2022	SELL	$118.44 - $131.22 $211,415 - $234,227	-1,785 Closed	0 $0
Q4 2021 Jan 21, 2022	SELL	$130.98 - $134.88 $3.14 Million - $3.23 Million	-23,954 Reduced 93.06%	1,785 $237,000

Q3 2021 Oct 22, 2021	BUY	$133.03 - $136.33 $19,156 - $19,631	144 Added 0.56%	25,739 $3.42 Million
Q2 2021 Jul 21, 2021	SELL	$129.85 - $134.36 $2.24 Million - $2.32 Million	-17,275 Reduced 40.3%	25,595 $3.44 Million
Q1 2021 May 04, 2021	SELL	$128.44 - $137.43 $1.47 Million - $1.58 Million	-11,482 Reduced 21.13%	42,870 $5.58 Million
Q4 2020 Feb 04, 2021	BUY	$133.73 - $138.48 $445,855 - $461,692	3,334 Added 6.53%	54,352 $7.51 Million
Q3 2020 Nov 10, 2020	SELL	$134.22 - $139.15 $785,187 - $814,027	-5,850 Reduced 10.29%	51,018 $6.87 Million
Q2 2020 Jul 17, 2020	BUY	$121.1 - $134.5 $4.15 Million - $4.6 Million	34,236 Added 151.27%	56,868 $7.65 Million
Q1 2020 Apr 16, 2020	BUY	$105.05 - $134.27 $2.38 Million - $3.04 Million	22,632 New	22,632 $2.8 Million

Others Institutions Holding LQD

# of Institutions

1,175

Shares Held

274M

Call Options Held

38.8M

Put Options Held

37.9M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Outlook Wealth Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History