Soa Wealth Advisors, Llc. Ishares Iboxx $ Investment Gra Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 2,024 shares of LQD stock, worth $219,462. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,024

Previous 2,024 -0.0%

Holding current value

$219,462

Previous $228,000 -0.0%

% of portfolio

0.04%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$104.54 - $108.46 $10,767 - $11,171	-103 Reduced 4.84%	2,024 $216,000
Q1 2024 Apr 10, 2024	BUY	$106.98 - $110.63 $1,390 - $1,438	13 Added 0.61%	2,127 $231,000
Q4 2023 Jan 10, 2024	BUY	$98.28 - $111.36 $687 - $779	7 Added 0.33%	2,114 $233,000
Q3 2023 Oct 10, 2023	BUY	$102.02 - $108.51 $1,938 - $2,061	19 Added 0.91%	2,107 $214,000
Q2 2023 Jul 07, 2023	BUY	$106.02 - $110.43 $1,908 - $1,987	18 Added 0.87%	2,088 $225,000
Q1 2023 Apr 28, 2023	BUY	$104.89 - $111.81 $1,258 - $1,341	12 Added 0.58%	2,070 $226,000
Q4 2022 Jan 10, 2023	SELL	$99.2 - $110.03 $82,633 - $91,654	-833 Reduced 28.81%	2,058 $0
Q3 2022 Oct 07, 2022	BUY	$101.44 - $114.61 $1,420 - $1,604	14 Added 0.49%	2,891 $296,000
Q2 2022 Jul 13, 2022	BUY	$107.41 - $121.51 $1,288 - $1,458	12 Added 0.42%	2,877 $316,000
Q1 2022 Apr 07, 2022	BUY	$118.44 - $131.22 $829 - $918	7 Added 0.24%	2,865 $346,000
Q4 2021 Jan 13, 2022	BUY	$130.98 - $134.88 $3,143 - $3,237	24 Added 0.85%	2,858 $379,000
Q3 2021 Oct 12, 2021	SELL	$133.03 - $136.33 $5,055 - $5,180	-38 Reduced 1.32%	2,834 $377,000
Q2 2021 Jul 14, 2021	SELL	$129.85 - $134.36 $7,141 - $7,389	-55 Reduced 1.88%	2,872 $385,000
Q1 2021 Apr 26, 2021	SELL	$128.44 - $137.43 $1,669 - $1,786	-13 Reduced 0.44%	2,927 $380,000
Q4 2020 Mar 10, 2021	BUY	$133.73 - $138.48 $393,166 - $407,131	2,940 New	2,940 $398,000

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

Ticker LQD
Sector ETFs
Industry ETFs

More about LQD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Account

Soa Wealth Advisors, Llc. Ishares Iboxx $ Investment Gra Transaction History