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

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

Shares

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

Nov 01, 2023
SELL
$102.02 - $108.51 $4,488 - $4,774
-44 Reduced 1.04%
4,196 $428 Million
Q2 2023

Jul 31, 2023
SELL
$106.02 - $110.43 $31,912 - $33,239
-301 Reduced 6.63%
4,240 $459 Million
Q1 2023

May 10, 2023
SELL
$104.89 - $111.81 $15,628 - $16,659
-149 Reduced 3.18%
4,541 $498 Million
Q4 2022

Feb 16, 2023
SELL
$99.2 - $110.03 $420,508 - $466,417
-4,239 Reduced 47.47%
4,690 $506 Million
Q1 2022

May 03, 2022
BUY
$118.44 - $131.22 $154,564 - $171,242
1,305 Added 17.12%
8,929 $1.01 Million
Q4 2021

Feb 01, 2022
SELL
$130.98 - $134.88 $14,014 - $14,432
-107 Reduced 1.38%
7,624 $974,000
Q3 2021

Dec 09, 2021
BUY
$133.03 - $136.33 $115,337 - $118,198
867 Added 12.63%
7,731 $1.03 Million
Q2 2021

Aug 19, 2021
BUY
$129.85 - $134.36 $49,083 - $50,788
378 Added 5.83%
6,864 $920,000
Q1 2021

May 11, 2021
BUY
$128.44 - $137.43 $3,211 - $3,435
25 Added 0.39%
6,486 $852,000
Q4 2020

Feb 09, 2021
BUY
$133.73 - $138.48 $496,673 - $514,314
3,714 Added 135.2%
6,461 $873,000
Q3 2020

Dec 18, 2020
BUY
$134.22 - $139.15 $368,702 - $382,245
2,747 New
2,747 $372,000

Others Institutions Holding LQD

# of Institutions
1,185
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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