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 $251,837. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,298
Previous 2,696 14.76%
Holding current value
$251,837
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
1,227
Shares Held
233M
Call Options Held
36.9M
Put Options Held
28.7M
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 Wheelhouse Advisory Group LLC Portfolio

Follow Wheelhouse Advisory Group 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 Wheelhouse Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wheelhouse Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email