Summit Financial, LLC Ishares Iboxx $ Investment Gra Transaction History

Summit Financial, LLC

$4.38 Billion
Q2 2025

A detailed history of Summit Financial, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Summit Financial, LLC holds 65,183 shares of LQD stock, worth $7.13 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

65,183

Previous 68,115 4.3%

Holding current value

$7.13 Million

Previous $7.4 Million 3.5%

% of portfolio

0.16%

Previous 0.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$105.23 - $109.61 $308,534 - $321,376	-2,932 Reduced 4.3%	65,183 $7.14 Million
Q1 2025 May 14, 2025	BUY	$105.1 - $109.61 $494,810 - $516,043	4,708 Added 7.43%	68,115 $7.4 Million
Q4 2024 Feb 12, 2025	BUY	$106.56 - $113.11 $158,028 - $167,742	1,483 Added 2.39%	63,407 $6.77 Million
Q3 2024 Nov 12, 2024	SELL	$106.11 - $113.72 $78,415 - $84,039	-739 Reduced 1.18%	61,924 $7 Million
Q2 2024 Jul 31, 2024	BUY	$104.54 - $108.46 $6.22 Million - $6.45 Million	59,479 Added 1868.06%	62,663 $6.71 Million
Q1 2024 Apr 24, 2024	BUY	$106.98 - $110.63 $340,624 - $352,245	3,184 New	3,184 $346,000

Others Institutions Holding LQD

# of Institutions

1,217

Shares Held

262M

Call Options Held

20.1M

Put Options Held

36.2M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Summit Financial, LLC Ishares Iboxx $ Investment Gra Transaction History