Summit Wealth Partners, LLC Ishares Iboxx $ Investment Gra Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,325 shares of LQD stock, worth $359,066. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,325
Previous 5,118 35.03%
Holding current value
$359,066
Previous $578 Million 38.56%
% of portfolio
0.07%
Previous 0.11%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$106.56 - $113.11 $191,062 - $202,806
-1,793 Reduced 35.03%
3,325 $355 Million
Q3 2024

Oct 28, 2024
SELL
$106.11 - $113.72 $6,048 - $6,482
-57 Reduced 1.1%
5,118 $578 Million
Q2 2024

Sep 11, 2024
SELL
$104.54 - $108.46 $84,781 - $87,961
-811 Reduced 13.55%
5,175 $554 Million
Q1 2024

Sep 11, 2024
SELL
$106.98 - $110.63 $43,326 - $44,805
-405 Reduced 6.34%
5,986 $652 Million
Q4 2023

Sep 11, 2024
SELL
$98.28 - $111.36 $49,926 - $56,570
-508 Reduced 7.36%
6,391 $707 Million
Q3 2023

Sep 11, 2024
SELL
$102.02 - $108.51 $147,929 - $157,339
-1,450 Reduced 17.37%
6,899 $704 Million
Q2 2023

Sep 11, 2024
SELL
$106.02 - $110.43 $275,015 - $286,455
-2,594 Reduced 23.7%
8,349 $903 Million
Q1 2023

Sep 11, 2024
SELL
$104.89 - $111.81 $918,416 - $979,008
-8,756 Reduced 44.45%
10,943 $1.2 Billion
Q4 2022

Sep 11, 2024
SELL
$99.2 - $110.03 $887,939 - $984,878
-8,951 Reduced 31.24%
19,699 $2.08 Billion
Q3 2022

Sep 11, 2024
SELL
$101.44 - $114.61 $127,814 - $144,408
-1,260 Reduced 4.21%
28,650 $2.94 Billion
Q2 2022

Sep 11, 2024
SELL
$107.41 - $121.51 $2.09 Million - $2.36 Million
-19,429 Reduced 39.38%
29,910 $3.29 Billion
Q1 2022

Sep 11, 2024
BUY
$118.44 - $131.22 $151,484 - $167,830
1,279 Added 2.66%
49,339 $5.97 Billion
Q4 2021

Sep 10, 2024
BUY
$130.98 - $134.88 $20,301 - $20,906
155 Added 0.32%
48,060 $6.37 Billion
Q3 2021

Sep 10, 2024
BUY
$133.03 - $136.33 $63,189 - $64,756
475 Added 1.0%
47,905 $6.37 Billion
Q2 2021

Sep 10, 2024
BUY
$129.85 - $134.36 $161,143 - $166,740
1,241 Added 2.69%
47,430 $6.37 Billion
Q1 2021

Sep 10, 2024
SELL
$128.44 - $137.43 $170,825 - $182,781
-1,330 Reduced 2.8%
46,189 $6.01 Billion
Q4 2020

Sep 10, 2024
SELL
$133.73 - $138.48 $279,896 - $289,838
-2,093 Reduced 4.22%
47,519 $6.56 Billion
Q3 2020

Sep 10, 2024
BUY
$134.22 - $139.15 $268,708 - $278,578
2,002 Added 4.2%
49,612 $6.68 Billion
Q2 2020

Sep 10, 2024
BUY
$121.1 - $134.5 $1.82 Million - $2.02 Million
15,029 Added 46.13%
47,610 $6.4 Billion
Q1 2020

Sep 10, 2024
SELL
$105.05 - $134.27 $276,071 - $352,861
-2,628 Reduced 7.46%
32,581 $4.02 Billion
Q4 2019

Sep 09, 2024
BUY
$125.71 - $128.49 $4.43 Million - $4.52 Million
35,209 New
35,209 $4.51 Billion

Others Institutions Holding LQD

# of Institutions
1,224
Shares Held
235M
Call Options Held
40.2M
Put Options Held
37.7M
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 Wealth Partners, LLC Portfolio

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

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email