Wr Wealth Planners, LLC Ishares Iboxx $ Investment Gra Transaction History

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,834 shares of LQD stock, worth $198,420. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,834
Previous 2,408 23.84%
Holding current value
$198,420
Previous $257,000 19.46%
% of portfolio
0.06%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$106.11 - $113.72 $60,907 - $65,275
-574 Reduced 23.84%
1,834 $207,000
Q2 2024

Jul 31, 2024
SELL
$104.54 - $108.46 $4,704 - $4,880
-45 Reduced 1.83%
2,408 $257,000
Q1 2024

Jul 31, 2024
SELL
$106.98 - $110.63 $154,372 - $159,639
-1,443 Reduced 37.04%
2,453 $267,000
Q4 2023

Jul 30, 2024
BUY
$98.28 - $111.36 $382,898 - $433,858
3,896 New
3,896 $431,000
Q3 2023

Aug 01, 2024
BUY
$102.02 - $108.51 $200,163 - $212,896
1,962 Added 51.0%
5,809 $593 Million
Q2 2023

Aug 01, 2024
BUY
$106.02 - $110.43 $152,562 - $158,908
1,439 Added 59.76%
3,847 $416 Million
Q1 2023

Aug 01, 2024
BUY
$104.89 - $111.81 $203,067 - $216,464
1,936 Added 80.4%
4,344 $476 Million
Q4 2022

Oct 10, 2024
SELL
$99.2 - $110.03 $19,344 - $21,455
-195 Reduced 4.2%
4,446 $469 Million
Q3 2022

Oct 10, 2024
BUY
$101.44 - $114.61 $226,515 - $255,924
2,233 Added 92.73%
4,641 $475 Million
Q2 2022

Oct 17, 2024
SELL
$107.41 - $121.51 $135,551 - $153,345
-1,262 Reduced 20.5%
4,895 $539 Million
Q1 2022

Oct 17, 2024
BUY
$118.44 - $131.22 $512,016 - $567,264
4,323 Added 235.71%
6,157 $745 Million

Others Institutions Holding LQD

# of Institutions
1,151
Shares Held
255M
Call Options Held
38.5M
Put Options Held
39.9M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
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