Ropes Wealth Advisors LLC Ishares Iboxx $ Investment Gra Transaction History

Ropes Wealth Advisors LLC

  • $512 Million
  • Q3 2023

A detailed history of Ropes Wealth Advisors LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 19,125 shares of LQD stock, worth $2.07 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
19,125
Previous 19,125 -0.0%
Holding current value
$2.07 Million
Previous $2.07 Million 5.66%
% of portfolio
0.38%
Previous 0.35%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 07, 2023
SELL
$106.02 - $110.43 $9,541 - $9,938
-90 Reduced 0.47%
19,125 $2.07 Million
Q1 2023

May 08, 2023
BUY
$104.89 - $111.81 $6,398 - $6,820
61 Added 0.32%
19,215 $2.11 Million
Q4 2022

Feb 06, 2023
BUY
$99.2 - $110.03 $1.9 Million - $2.11 Million
19,154 New
19,154 $2.02 Million
Q1 2021

May 12, 2021
SELL
$128.44 - $137.43 $3,211 - $3,435
-25 Closed
0 $0
Q4 2020

Feb 05, 2021
BUY
$133.73 - $138.48 $3,343 - $3,461
25 New
25 $3,000
Q2 2020

Jul 20, 2020
SELL
$121.1 - $134.5 $22,282 - $24,748
-184 Closed
0 $0
Q1 2020

Apr 24, 2020
BUY
$105.05 - $134.27 $19,329 - $24,705
184 New
184 $23,000
Q4 2019

Feb 05, 2020
SELL
$125.71 - $128.49 $273,042 - $279,080
-2,172 Closed
0 $0
Q3 2019

Nov 05, 2019
SELL
$122.95 - $129.1 $12,540 - $13,168
-102 Reduced 4.49%
2,172 $277,000
Q2 2019

Jul 31, 2019
BUY
$118.17 - $124.37 $12,053 - $12,685
102 Added 4.7%
2,274 $283,000
Q4 2018

Feb 08, 2019
BUY
$111.35 - $114.52 $241,852 - $248,737
2,172 New
2,172 $245,000
Q2 2018

Aug 13, 2018
SELL
$113.81 - $117.24 $2,731 - $2,813
-24 Closed
0 $0
Q1 2018

Apr 30, 2018
BUY
$115.72 - $120.97 $2,777 - $2,903
24 New
24 $3,000

Others Institutions Holding LQD

# of Institutions
1,182
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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