Worth Financial Advisory Group, LLC Ishares Iboxx $ Investment Gra Transaction History

Worth Financial Advisory Group, LLC

$152 Billion
Q2 2024

A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 14,094 shares of LQD stock, worth $1.58 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

14,094

Previous 13,280 6.13%

Holding current value

$1.58 Million

Previous $1.45 Billion 4.38%

% of portfolio

0.99%

Previous 1.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$104.54 - $108.46 $85,095 - $88,286	814 Added 6.13%	14,094 $1.51 Billion
Q1 2024 Apr 30, 2024	BUY	$106.98 - $110.63 $65,043 - $67,263	608 Added 4.8%	13,280 $1.45 Billion
Q4 2023 Jan 19, 2024	BUY	$98.28 - $111.36 $22,211 - $25,167	226 Added 1.82%	12,672 $1.4 Billion
Q3 2023 Oct 13, 2023	BUY	$102.02 - $108.51 $81,003 - $86,156	794 Added 6.81%	12,446 $1.27 Billion
Q2 2023 Jul 28, 2023	BUY	$106.02 - $110.43 $4,664 - $4,858	44 Added 0.38%	11,652 $1.26 Billion
Q1 2023 Apr 19, 2023	BUY	$104.89 - $111.81 $157,859 - $168,274	1,505 Added 14.9%	11,608 $1.27 Billion
Q4 2022 Feb 13, 2023	BUY	$100.78 - $110.03 $1.02 Million - $1.11 Million	10,103 New	10,103 $1.07 Billion

Others Institutions Holding LQD

# of Institutions

1,138

Shares Held

248M

Call Options Held

38.2M

Put Options Held

39.8M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Worth Financial Advisory Group, LLC Ishares Iboxx $ Investment Gra Transaction History