Winthrop Advisory Group LLC Ishares Iboxx $ Investment Gra Transaction History

Winthrop Advisory Group LLC

$828 Million
Q1 2025

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 4,231 shares of LQD stock, worth $458,978. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,231

Previous 7,357 42.49%

Holding current value

$458,978

Previous $786,000 41.73%

% of portfolio

0.06%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$105.1 - $109.61 $328,542 - $342,640	-3,126 Reduced 42.49%	4,231 $458,000
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

1,229

Shares Held

241M

Call Options Held

36.9M

Put Options Held

28.7M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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Winthrop Advisory Group LLC Ishares Iboxx $ Investment Gra Transaction History