Summit Financial Consulting LLC Ishares Iboxx $ Investment Gra Transaction History

Summit Financial Consulting LLC

  • $125 Billion
  • Q3 2025

A detailed history of Summit Financial Consulting LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Summit Financial Consulting LLC holds 180,158 shares of LQD stock, worth $19.9 Million. This represents 16.03% of its overall portfolio holdings.

Number of Shares
180,158
Previous 4,235 4154.03%
Holding current value
$19.9 Million
Previous $464 Million 4226.22%
% of portfolio
16.03%
Previous 0.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$107.66 - $112.36 $18.9 Million - $19.8 Million
175,923 Added 4154.03%
180,158 $20.1 Billion
Q2 2025

Jul 09, 2025
SELL
$105.23 - $109.61 $17.3 Million - $18.1 Million
-164,875 Reduced 97.5%
4,235 $464 Million
Q1 2025

Apr 29, 2025
BUY
$105.1 - $109.61 $17.8 Million - $18.5 Million
169,110 New
169,110 $18.4 Billion

Others Institutions Holding LQD

# of Institutions
1,262
Shares Held
280M
Call Options Held
32.1M
Put Options Held
61.9M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
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