Smallwood Wealth Investment Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Smallwood Wealth Investment Management, LLC

  • $137 Million
  • Q3 2024

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 4,911 shares of LQD stock, worth $532,499. This represents 0.4% of its overall portfolio holdings.

Number of Shares
4,911
Previous 4,919 0.16%
Holding current value
$532,499
Previous $526,000 5.32%
% of portfolio
0.4%
Previous 0.42%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$106.11 - $113.72 $848 - $909
-8 Reduced 0.16%
4,911 $554,000
Q2 2024

Jul 26, 2024
SELL
$104.54 - $108.46 $345,400 - $358,351
-3,304 Reduced 40.18%
4,919 $526,000
Q4 2023

Jan 23, 2024
SELL
$98.28 - $111.36 $52,284 - $59,243
-532 Reduced 6.08%
8,223 $909,000
Q4 2022

Feb 14, 2023
SELL
$99.2 - $110.03 $23,907 - $26,517
-241 Reduced 2.68%
8,755 $923,000
Q3 2022

Nov 14, 2022
BUY
$101.44 - $114.61 $912,554 - $1.03 Million
8,996 New
8,996 $922,000

Others Institutions Holding LQD

# of Institutions
1,183
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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