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

Smallwood Wealth Investment Management, LLC

  • $126 Million
  • Q2 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 4,919 shares of LQD stock, worth $552,797. This represents 0.42% of its overall portfolio holdings.

Number of Shares
4,919
Previous 8,223 40.18%
Holding current value
$552,797
Previous $895,000 41.23%
% of portfolio
0.42%
Previous 0.7%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$100.78 - $110.03 $24,287 - $26,517
-241 Reduced 2.68%
8,755 $923,000
Q3 2022

Nov 14, 2022
BUY
$104.81 - $114.61 $942,870 - $1.03 Million
8,996 New
8,996 $922,000

Others Institutions Holding LQD

# of Institutions
1,138
Shares Held
248M
Call Options Held
38.2M
Put Options Held
39.8M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
Track This Portfolio

Track Smallwood Wealth Investment Management, LLC Portfolio

Follow Smallwood Wealth Investment Management, 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 Smallwood Wealth Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smallwood Wealth Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email