Summit Wealth & Retirement Planning, Inc. Ishares Iboxx $ Investment Gra Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $300 Million
  • Q3 2024

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023
SELL
$102.02 - $108.51 $82,738 - $88,001
-811 Reduced 20.63%
3,121 $318,000
Q2 2023

Jul 26, 2023
SELL
$106.02 - $110.43 $104,853 - $109,215
-989 Reduced 20.1%
3,932 $425,000
Q1 2023

May 11, 2023
SELL
$104.89 - $111.81 $64,612 - $68,874
-616 Reduced 11.13%
4,921 $539,000
Q4 2022

Feb 09, 2023
SELL
$99.2 - $110.03 $72,118 - $79,991
-727 Reduced 11.61%
5,537 $584,000
Q3 2022

Nov 10, 2022
BUY
$101.44 - $114.61 $38,040 - $42,978
375 Added 6.37%
6,264 $642,000
Q2 2022

Aug 02, 2022
SELL
$107.41 - $121.51 $19,763 - $22,357
-184 Reduced 3.03%
5,889 $648,000
Q1 2022

May 12, 2022
SELL
$118.44 - $131.22 $75,327 - $83,455
-636 Reduced 9.48%
6,073 $734,000
Q4 2021

Feb 03, 2022
SELL
$130.98 - $134.88 $34,447 - $35,473
-263 Reduced 3.77%
6,709 $889,000
Q3 2021

Nov 12, 2021
BUY
$133.03 - $136.33 $2,660 - $2,726
20 Added 0.29%
6,972 $928,000
Q2 2021

Aug 13, 2021
SELL
$129.85 - $134.36 $1,688 - $1,746
-13 Reduced 0.19%
6,952 $934,000
Q1 2021

May 10, 2021
BUY
$128.44 - $137.43 $77,963 - $83,420
607 Added 9.55%
6,965 $906,000
Q4 2020

Feb 09, 2021
BUY
$133.73 - $138.48 $17,117 - $17,725
128 Added 2.05%
6,358 $878,000
Q3 2020

Nov 10, 2020
SELL
$134.22 - $139.15 $31,944 - $33,117
-238 Reduced 3.68%
6,230 $839,000
Q2 2020

Aug 13, 2020
SELL
$121.1 - $134.5 $64,788 - $71,957
-535 Reduced 7.64%
6,468 $870,000
Q1 2020

May 11, 2020
SELL
$105.05 - $134.27 $20,484 - $26,182
-195 Reduced 2.71%
7,003 $865,000
Q4 2019

Feb 10, 2020
BUY
$125.71 - $128.49 $177,376 - $181,299
1,411 Added 24.38%
7,198 $921,000
Q3 2019

Nov 12, 2019
BUY
$122.95 - $129.1 $15,368 - $16,137
125 Added 2.21%
5,787 $738,000
Q2 2019

Aug 06, 2019
SELL
$118.17 - $124.37 $234,685 - $246,998
-1,986 Reduced 25.97%
5,662 $704,000
Q1 2019

May 08, 2019
BUY
$113.15 - $119.15 $10,296 - $10,842
91 Added 1.2%
7,648 $911,000
Q4 2018

Feb 08, 2019
BUY
$111.35 - $114.52 $841,471 - $865,427
7,557 New
7,557 $853,000

Others Institutions Holding LQD

# of Institutions
1,183
Shares Held
247M
Call Options Held
39.5M
Put Options Held
38.7M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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  • Ticker LQD
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