Wescott Financial Advisory Group, LLC Ishares Iboxx $ Investment Gra Transaction History

Wescott Financial Advisory Group, LLC

$857 Million
Q1 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 29,257 shares of LQD stock, worth $3.16 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

29,257

Previous 26,420 10.74%

Holding current value

$3.16 Million

Previous $2.82 Million 12.65%

% of portfolio

0.37%

Previous 0.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$105.1 - $109.61 $298,168 - $310,963	2,837 Added 10.74%	29,257 $3.18 Million
Q4 2024 Feb 12, 2025	BUY	$106.56 - $113.11 $387,771 - $411,607	3,639 Added 15.97%	26,420 $2.82 Million
Q3 2024 Nov 12, 2024	BUY	$106.11 - $113.72 $360,455 - $386,306	3,397 Added 17.52%	22,781 $2.57 Million
Q2 2024 Aug 14, 2024	BUY	$104.54 - $108.46 $221,415 - $229,718	2,118 Added 12.27%	19,384 $2.08 Million
Q1 2024 May 13, 2024	BUY	$106.98 - $110.63 $1.49 Million - $1.55 Million	13,967 Added 423.37%	17,266 $1.88 Million
Q4 2023 Feb 13, 2024	BUY	$98.28 - $111.36 $324,225 - $367,376	3,299 New	3,299 $365,000

Others Institutions Holding LQD

# of Institutions

1,216

Shares Held

261M

Call Options Held

23.9M

Put Options Held

39.4M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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Wescott Financial Advisory Group, LLC Ishares Iboxx $ Investment Gra Transaction History