Summit Financial Consulting LLC Ishares Iboxx $ Investment Gra Transaction History

Summit Financial Consulting LLC

  • $111 Billion
  • Q2 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 4,235 shares of LQD stock, worth $462,123. This represents 0.42% of its overall portfolio holdings.

Number of Shares
4,235
Previous 169,110 97.5%
Holding current value
$462,123
Previous $18.4 Billion 97.47%
% of portfolio
0.42%
Previous 17.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,213
Shares Held
260M
Call Options Held
23.9M
Put Options Held
39.4M
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 Summit Financial Consulting LLC Portfolio

Follow Summit Financial Consulting 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 Summit Financial Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Consulting LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email