Shared Vision Wealth Group LLC Ishares Iboxx $ Investment Gra Transaction History

Shared Vision Wealth Group LLC

  • $172 Billion
  • Q2 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 5,827 shares of LQD stock, worth $629,374. This represents 0.36% of its overall portfolio holdings.

Number of Shares
5,827
Previous 14,119 58.73%
Holding current value
$629,374
Previous $1.54 Billion 59.41%
% of portfolio
0.36%
Previous 0.96%

Shares

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

Jul 23, 2024
SELL
$104.54 - $108.46 $866,845 - $899,350
-8,292 Reduced 58.73%
5,827 $624 Million
Q1 2024

May 06, 2024
BUY
$106.98 - $110.63 $28,456 - $29,427
266 Added 1.92%
14,119 $1.54 Billion
Q4 2023

Feb 07, 2024
BUY
$98.28 - $111.36 $1.36 Million - $1.54 Million
13,853 New
13,853 $1.53 Billion

Others Institutions Holding LQD

# of Institutions
1,151
Shares Held
251M
Call Options Held
38.5M
Put Options Held
39.9M
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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