Winthrop Advisory Group LLC Ishares Iboxx $ Investment Gra Transaction History

Winthrop Advisory Group LLC

  • $912 Million
  • Q4 2024

A detailed history of Winthrop Advisory Group LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 7,357 shares of LQD stock, worth $788,081. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,357
Previous 9,561 23.05%
Holding current value
$788,081
Previous $1.08 Million 27.22%
% of portfolio
0.09%
Previous 0.13%

Shares

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

Jan 13, 2025
SELL
$106.56 - $113.11 $234,858 - $249,294
-2,204 Reduced 23.05%
7,357 $786,000
Q3 2024

Oct 31, 2024
BUY
$106.11 - $113.72 $174,657 - $187,183
1,646 Added 20.8%
9,561 $1.08 Million
Q2 2024

Jul 18, 2024
SELL
$104.54 - $108.46 $41,920 - $43,492
-401 Reduced 4.82%
7,915 $847,000
Q1 2024

Apr 17, 2024
BUY
$106.98 - $110.63 $260,068 - $268,941
2,431 Added 41.31%
8,316 $905,000
Q4 2023

Jan 10, 2024
BUY
$98.28 - $111.36 $578,377 - $655,353
5,885 New
5,885 $651,000

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

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
Track This Portfolio

Track Winthrop Advisory Group LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email