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

Shared Vision Wealth Group LLC

$200 Billion
Q2 2025

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 3,690 shares of LQD stock, worth $403,722. This represents 0.2% of its overall portfolio holdings.

Number of Shares

3,690

Previous 5,098 27.62%

Holding current value

$403,722

Previous $554 Million 27.34%

% of portfolio

0.2%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$105.23 - $109.61 $148,163 - $154,330	-1,408 Reduced 27.62%	3,690 $403 Million
Q1 2025 May 02, 2025	SELL	$105.1 - $109.61 $17,867 - $18,633	-170 Reduced 3.23%	5,098 $554 Million
Q4 2024 Feb 06, 2025	SELL	$106.56 - $113.11 $51,468 - $54,632	-483 Reduced 8.4%	5,268 $563 Million
Q3 2024 Nov 12, 2024	SELL	$106.11 - $113.72 $8,064 - $8,642	-76 Reduced 1.3%	5,751 $650 Million
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

1,216

Shares Held

261M

Call Options Held

23.9M

Put Options Held

39.5M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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