Wheelhouse Advisory Group LLC Ishares Iboxx $ Investment Gra Transaction History

Wheelhouse Advisory Group LLC

  • $175 Billion
  • Q1 2025

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 1,945 shares of LQD stock, worth $210,332. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,945
Previous 2,298 15.36%
Holding current value
$210,332
Previous $246 Million 13.87%
% of portfolio
0.12%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$105.1 - $109.61 $37,100 - $38,692
-353 Reduced 15.36%
1,945 $211 Million
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
1,216
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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  • Ticker LQD
  • Sector ETFs
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More about LQD
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