A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 2,877 shares of LQD stock, worth $311,090. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,877
Previous 4,297 33.05%
Holding current value
$311,090
Previous $475,000 34.11%
% of portfolio
0.16%
Previous 0.28%

Shares

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

May 10, 2024

SELL
$106.98 - $110.63 $151,911 - $157,094
-1,420 Reduced 33.05%
2,877 $313,000
Q4 2023

Feb 09, 2024

BUY
$98.28 - $111.36 $123,243 - $139,645
1,254 Added 41.21%
4,297 $475,000
Q3 2023

Nov 13, 2023

BUY
$102.02 - $108.51 $222,097 - $236,226
2,177 Added 251.39%
3,043 $310,000
Q2 2023

Aug 14, 2023

BUY
$106.02 - $110.43 $12,192 - $12,699
115 Added 15.31%
866 $93,000
Q1 2023

May 15, 2023

SELL
$104.89 - $111.81 $43,004 - $45,842
-410 Reduced 35.31%
751 $82,000
Q4 2022

Feb 14, 2023

BUY
$100.78 - $110.03 $117,005 - $127,744
1,161 New
1,161 $122,000

Others Institutions Holding LQD

About ISHARES IBOXX $ INVESTMENT GRA


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