A detailed history of Summit Financial, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Summit Financial, LLC holds 61,924 shares of LQD stock, worth $6.7 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
61,924
Previous 62,663 1.18%
Holding current value
$6.7 Million
Previous $6.71 Million 4.23%
% of portfolio
0.28%
Previous 0.31%

Shares

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

About ISHARES IBOXX $ INVESTMENT GRA


  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
Track This Portfolio

Track Summit Financial, LLC Portfolio

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

News

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