Ritholtz Wealth Management Ishares Iboxx $ Investment Gra Transaction History

Ritholtz Wealth Management

$3.37 Billion
Q4 2024

A detailed history of Ritholtz Wealth Management transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Ritholtz Wealth Management holds 255,019 shares of LQD stock, worth $27.8 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

255,019

Previous 249,543 2.19%

Holding current value

$27.8 Million

Previous $28.2 Million 3.36%

% of portfolio

0.81%

Previous 0.86%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$106.56 - $113.11 $583,522 - $619,390	5,476 Added 2.19%	255,019 $27.2 Million
Q3 2024 Oct 10, 2024	BUY	$106.11 - $113.72 $1.28 Million - $1.37 Million	12,046 Added 5.07%	249,543 $28.2 Million
Q2 2024 Jul 31, 2024	BUY	$104.54 - $108.46 $1.05 Million - $1.09 Million	10,038 Added 4.41%	237,497 $25.4 Million
Q1 2024 Apr 24, 2024	BUY	$106.98 - $110.63 $24.3 Million - $25.2 Million	227,459 New	227,459 $24.8 Million
Q3 2023 Oct 13, 2023	BUY	$102.02 - $108.51 $252,193 - $268,236	2,472 New	2,472 $252,000
Q2 2022 Jul 15, 2022	SELL	$107.41 - $121.51 $6.66 Million - $7.53 Million	-62,002 Closed	0 $0
Q1 2022 Apr 14, 2022	BUY	$118.44 - $131.22 $238,419 - $264,145	2,013 Added 3.36%	62,002 $7.5 Million
Q4 2021 Jan 18, 2022	BUY	$130.98 - $134.88 $571,727 - $588,751	4,365 Added 7.85%	59,989 $7.95 Million
Q3 2021 Oct 14, 2021	BUY	$133.03 - $136.33 $391,241 - $400,946	2,941 Added 5.58%	55,624 $7.4 Million
Q2 2021 Jul 20, 2021	BUY	$129.85 - $134.36 $2.56 Million - $2.65 Million	19,717 Added 59.81%	52,683 $7.08 Million
Q1 2021 May 12, 2021	BUY	$128.44 - $137.43 $853,226 - $912,947	6,643 Added 25.24%	32,966 $4.29 Million
Q4 2020 Jan 19, 2021	BUY	$133.73 - $138.48 $239,242 - $247,740	1,789 Added 7.29%	26,323 $3.64 Million
Q3 2020 Oct 23, 2020	BUY	$134.22 - $139.15 $395,143 - $409,657	2,944 Added 13.64%	24,534 $3.31 Million
Q2 2020 Jul 15, 2020	BUY	$121.1 - $134.5 $892,022 - $990,727	7,366 Added 51.79%	21,590 $2.9 Million
Q1 2020 Apr 09, 2020	BUY	$105.05 - $134.27 $1.49 Million - $1.91 Million	14,224 New	14,224 $1.76 Million

Others Institutions Holding LQD

# of Institutions

1,229

Shares Held

233M

Call Options Held

36.9M

Put Options Held

28.7M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
Sector ETFs
Industry ETFs

More about LQD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Account

Ritholtz Wealth Management Ishares Iboxx $ Investment Gra Transaction History