Peak Financial Management, Inc. Ishares Iboxx $ Investment Gra Transaction History

Peak Financial Management, Inc.

  • $336 Million
  • Q3 2024

A detailed history of Peak Financial Management, Inc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Peak Financial Management, Inc. holds 3,674 shares of LQD stock, worth $398,261. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,674
Previous 3,671 0.08%
Holding current value
$398,261
Previous $393,000 5.6%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Oct 15, 2024
BUY
$106.11 - $113.72 $318 - $341
3 Added 0.08%
3,674 $415,000
Q2 2024

Jul 22, 2024
SELL
$104.54 - $108.46 $196,430 - $203,796
-1,879 Reduced 33.86%
3,671 $393,000
Q1 2024

Apr 22, 2024
SELL
$106.98 - $110.63 $3,744 - $3,872
-35 Reduced 0.63%
5,550 $604,000
Q4 2023

Jan 18, 2024
BUY
$98.28 - $111.36 $548,893 - $621,945
5,585 New
5,585 $618,000

Others Institutions Holding LQD

# of Institutions
1,183
Shares Held
247M
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
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