Wheelhouse Advisory Group LLC Ishares Iboxx $ Investment Gra Transaction History

Wheelhouse Advisory Group LLC

  • $168 Billion
  • Q4 2024

A detailed history of Wheelhouse Advisory Group LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 2,298 shares of LQD stock, worth $246,161. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,298
Previous 2,696 14.76%
Holding current value
$246,161
Previous $305 Million 19.39%
% of portfolio
0.15%
Previous 0.2%

Shares

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

Jan 21, 2025
SELL
$106.56 - $113.11 $42,410 - $45,017
-398 Reduced 14.76%
2,298 $246 Million
Q3 2024

Oct 29, 2024
SELL
$106.11 - $113.72 $37,244 - $39,915
-351 Reduced 11.52%
2,696 $305 Million
Q2 2024

Jul 18, 2024
SELL
$104.54 - $108.46 $19,548 - $20,282
-187 Reduced 5.78%
3,047 $325 Million
Q1 2024

Apr 23, 2024
SELL
$106.98 - $110.63 $3,958 - $4,093
-37 Reduced 1.13%
3,234 $352 Million
Q4 2023

Jan 31, 2024
BUY
$98.28 - $111.36 $321,473 - $364,258
3,271 New
3,271 $362 Million

Others Institutions Holding LQD

# of Institutions
1,189
Shares Held
246M
Call Options Held
39.2M
Put Options Held
38.5M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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  • Ticker LQD
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