Wealth Effects LLC Ishares Iboxx $ Investment Gra Transaction History

Wealth Effects LLC

  • $255 Million
  • Q4 2024

A detailed history of Wealth Effects LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Wealth Effects LLC holds 2,405 shares of LQD stock, worth $259,740. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,405
Previous 2,348 2.43%
Holding current value
$259,740
Previous $265,000 3.4%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jan 22, 2025
BUY
$106.56 - $113.11 $6,073 - $6,447
57 Added 2.43%
2,405 $256,000
Q3 2024

Oct 21, 2024
BUY
$106.11 - $113.72 $1,061 - $1,137
10 Added 0.43%
2,348 $265,000
Q2 2024

Aug 02, 2024
SELL
$104.54 - $108.46 $8,572 - $8,893
-82 Reduced 3.39%
2,338 $250,000
Q1 2024

Apr 22, 2024
SELL
$106.98 - $110.63 $27,065 - $27,989
-253 Reduced 9.47%
2,420 $263,000
Q4 2023

Jan 29, 2024
BUY
$98.28 - $111.36 $51,891 - $58,798
528 Added 24.62%
2,673 $295,000
Q4 2022

Feb 02, 2023
BUY
$99.2 - $110.03 $212,784 - $236,014
2,145 New
2,145 $226,000

Others Institutions Holding LQD

# of Institutions
1,189
Shares Held
239M
Call Options Held
39.2M
Put Options Held
38.5M
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 Wealth Effects LLC Portfolio

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

News

Stay updated on Wealth Effects LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email