A detailed history of Planned Solutions, Inc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Planned Solutions, Inc. holds 3,942 shares of LQD stock, worth $427,431. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,942
Previous 3,942 -0.0%
Holding current value
$427,431
Previous $422,000 5.45%
% of portfolio
0.18%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 17, 2024

SELL
$98.28 - $111.36 $39,115 - $44,321
-398 Reduced 9.17%
3,942 $436,000
Q3 2023

Feb 06, 2024

BUY
$102.02 - $108.51 $40,603 - $43,186
398 Added 10.1%
4,340 $442,000
Q4 2021

Feb 03, 2022

BUY
$130.98 - $134.88 $69,419 - $71,486
530 Added 13.91%
4,340 $575,000
Q1 2021

Apr 29, 2021

SELL
$128.44 - $137.43 $104,550 - $111,868
-814 Reduced 17.6%
3,810 $495,000
Q4 2020

Jan 29, 2021

BUY
$133.73 - $138.48 $614,890 - $636,731
4,598 Added 17684.62%
4,624 $639,000
Q3 2020

Nov 06, 2020

BUY
$134.22 - $139.15 $3,489 - $3,617
26 New
26 $4,000

Others Institutions Holding LQD

About ISHARES IBOXX $ INVESTMENT GRA


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