Simplicity Wealth,Llc Ishares Iboxx $ Investment Gra Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Simplicity Wealth,Llc holds 5,308 shares of LQD stock, worth $570,769. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,308
Previous 10,049 47.18%
Holding current value
$570,769
Previous $1.14 Million 50.04%
% of portfolio
0.12%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$106.56 - $113.11 $505,200 - $536,254
-4,741 Reduced 47.18%
5,308 $567,000
Q3 2024

Oct 09, 2024
SELL
$106.11 - $113.72 $5,411 - $5,799
-51 Reduced 0.5%
10,049 $1.14 Million
Q2 2024

Jul 10, 2024
SELL
$104.54 - $108.46 $1.07 Million - $1.11 Million
-10,251 Reduced 50.37%
10,100 $1.08 Million
Q1 2024

Apr 24, 2024
BUY
$106.98 - $110.63 $591,278 - $611,452
5,527 Added 37.28%
20,351 $2.22 Million
Q4 2023

Jan 29, 2024
BUY
$98.28 - $111.36 $629,188 - $712,926
6,402 Added 76.02%
14,824 $1.64 Million
Q3 2023

Oct 19, 2023
BUY
$102.02 - $108.51 $859,212 - $913,871
8,422 New
8,422 $859,000

Others Institutions Holding LQD

# of Institutions
1,192
Shares Held
235M
Call Options Held
38.8M
Put Options Held
37M
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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