Outlook Wealth Advisors, LLC Ishares U S ETF Tr Int Rate He Transaction History

Outlook Wealth Advisors, LLC

  • $285 Million
  • Q1 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 5,861 shares of LQDH stock, worth $545,541. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,861
Previous 4,459 31.44%
Holding current value
$545,541
Previous $415,000 32.77%
% of portfolio
0.19%
Previous 0.17%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$92.45 - $94.34 $129,614 - $132,264
1,402 Added 31.44%
5,861 $551,000
Q4 2023

Jan 29, 2024
BUY
$91.42 - $94.16 $407,641 - $419,859
4,459 New
4,459 $415,000
Q4 2022

Feb 14, 2023
SELL
$89.07 - $92.1 $2.56 Million - $2.65 Million
-28,764 Reduced 66.86%
14,256 $1.29 Million
Q3 2022

Oct 25, 2022
BUY
$89.59 - $92.29 $2.52 Million - $2.6 Million
28,118 Added 188.69%
43,020 $3.82 Million
Q2 2022

Jul 28, 2022
BUY
$90.1 - $94.09 $1.34 Million - $1.4 Million
14,902 New
14,902 $1.35 Million
Q4 2021

Jan 21, 2022
SELL
$94.78 - $96.77 $571,049 - $583,039
-6,025 Closed
0 $0
Q3 2021

Oct 22, 2021
SELL
$95.2 - $96.92 $13,137 - $13,374
-138 Reduced 2.24%
6,025 $577,000
Q2 2021

Jul 21, 2021
SELL
$95.36 - $96.62 $476 - $483
-5 Reduced 0.08%
6,163 $593,000
Q1 2021

May 04, 2021
BUY
$94.42 - $96.52 $582,382 - $595,335
6,168 New
6,168 $595,000

Others Institutions Holding LQDH

# of Institutions
77
Shares Held
2.81M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U S ETF TR INT RATE HE

LQDH Quotes by TradingView
  • Ticker LQDH
  • Sector ETFs
  • Industry ETFs
More about LQDH
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