A detailed history of Sage View Advisory Group, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 2,089 shares of LQD stock, worth $226,008. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,089
Holding current value
$226,008
% of portfolio
0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$104.54 - $108.46 $218,384 - $226,572
2,089 New
2,089 $224 Million
Q4 2023

Feb 09, 2024

SELL
$98.28 - $111.36 $235,478 - $266,818
-2,396 Reduced 32.31%
5,019 $552 Million
Q3 2023

Nov 02, 2023

SELL
$102.02 - $108.51 $316,772 - $336,923
-3,105 Reduced 29.52%
7,415 $756 Million
Q2 2023

Aug 11, 2023

SELL
$106.02 - $110.43 $1.81 Million - $1.88 Million
-17,058 Reduced 61.85%
10,520 $1.14 Billion
Q1 2023

May 01, 2023

SELL
$104.89 - $111.81 $39,858 - $42,487
-380 Reduced 1.36%
27,578 $3.02 Billion
Q4 2022

Feb 14, 2023

BUY
$99.2 - $110.03 $2.77 Million - $3.08 Million
27,958 New
27,958 $2.95 Billion

Others Institutions Holding LQD

About ISHARES IBOXX $ INVESTMENT GRA


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

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, 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 Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.