A detailed history of Root Financial Partners, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Root Financial Partners, LLC holds 2,673 shares of LQD stock, worth $289,378. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,673
Previous 2,055 30.07%
Holding current value
$289,378
Previous $220 Million 37.17%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 31, 2024

BUY
$106.11 - $113.72 $65,575 - $70,278
618 Added 30.07%
2,673 $302 Million
Q2 2024

Aug 02, 2024

BUY
$104.54 - $108.46 $8,049 - $8,351
77 Added 3.89%
2,055 $220 Million
Q1 2024

Apr 24, 2024

BUY
$106.98 - $110.63 $211,606 - $218,826
1,978 New
1,978 $215 Million

Others Institutions Holding LQD

About ISHARES IBOXX $ INVESTMENT GRA


  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
Track This Portfolio

Track Root Financial Partners, LLC Portfolio

Follow Root Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.