Tru Wealth Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Tru Wealth Advisors, LLC

$1.61 Billion
Q3 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 728,829 shares of LQD stock, worth $77.7 Million. This represents 5.1% of its overall portfolio holdings.

Number of Shares

728,829

Previous 587,608 24.03%

Holding current value

$77.7 Million

Previous $62.9 Million 30.82%

% of portfolio

5.1%

Previous 4.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$106.11 - $113.72 $15 Million - $16.1 Million	141,221 Added 24.03%	728,829 $82.3 Million
Q2 2024 Jul 16, 2024	BUY	$104.54 - $108.46 $5.06 Million - $5.25 Million	48,445 Added 8.99%	587,608 $62.9 Million
Q1 2024 Apr 15, 2024	BUY	$106.98 - $110.63 $1.49 Million - $1.54 Million	13,903 Added 2.65%	539,163 $58.7 Million
Q4 2023 Jan 10, 2024	BUY	$98.28 - $111.36 $1.83 Million - $2.07 Million	18,612 Added 3.67%	525,260 $58.1 Million
Q3 2023 Oct 10, 2023	BUY	$102.02 - $108.51 $3.56 Million - $3.78 Million	34,864 Added 7.39%	506,648 $51.7 Million
Q2 2023 Aug 04, 2023	BUY	$106.02 - $110.43 $1.81 Million - $1.88 Million	17,056 Added 3.75%	471,784 $51 Million
Q1 2023 Apr 25, 2023	BUY	$104.89 - $111.81 $47.7 Million - $50.8 Million	454,728 New	454,728 $49.8 Million

Others Institutions Holding LQD

# of Institutions

1,186

Shares Held

246M

Call Options Held

39.5M

Put Options Held

38.7M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Tru Wealth Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History