U.S. Capital Wealth Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

U.S. Capital Wealth Advisors, LLC

  • $2.65 Billion
  • Q3 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 3,062 shares of LQD stock, worth $327,572. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,062
Previous 2,594 18.04%
Holding current value
$327,572
Previous $277,000 24.55%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$106.11 - $113.72 $49,659 - $53,220
468 Added 18.04%
3,062 $345,000
Q2 2024

Jul 11, 2024
SELL
$104.54 - $108.46 $268,563 - $278,633
-2,569 Reduced 49.76%
2,594 $277,000
Q1 2024

May 10, 2024
SELL
$106.98 - $110.63 $1.45 Million - $1.5 Million
-13,571 Reduced 72.44%
5,163 $562,000
Q4 2023

Feb 06, 2024
BUY
$98.28 - $111.36 $347,026 - $393,212
3,531 Added 23.23%
18,734 $2.07 Million
Q3 2023

Oct 19, 2023
BUY
$102.02 - $108.51 $1.29 Million - $1.37 Million
12,627 Added 490.18%
15,203 $1.55 Million
Q2 2023

Aug 04, 2023
SELL
$106.02 - $110.43 $146,625 - $152,724
-1,383 Reduced 34.93%
2,576 $278,000
Q1 2023

May 11, 2023
SELL
$104.89 - $111.81 $776,605 - $827,841
-7,404 Reduced 65.16%
3,959 $433,000
Q4 2022

Feb 03, 2023
BUY
$99.2 - $110.03 $1.13 Million - $1.25 Million
11,363 New
11,363 $1.2 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

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
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