Portside Wealth Group, LLC Ishares Iboxx $ Investment Gra Transaction History

Portside Wealth Group, LLC

  • $578 Billion
  • Q4 2024

A detailed history of Portside Wealth Group, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Portside Wealth Group, LLC holds 5,769 shares of LQD stock, worth $629,570. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,769
Previous 5,834 1.11%
Holding current value
$629,570
Previous $659 Million 1.11%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Jan 15, 2025
SELL
$106.56 - $113.11 $6,926 - $7,352
-65 Reduced 1.11%
5,769 $652 Million
Q3 2024

Oct 31, 2024
BUY
$106.11 - $113.72 $619,045 - $663,442
5,834 New
5,834 $659 Million
Q4 2023

Jan 16, 2024
BUY
$98.28 - $111.36 $1.34 Million - $1.52 Million
13,678 New
13,678 $1.51 Billion
Q2 2023

Sep 01, 2023
SELL
$106.02 - $110.43 $80.8 Million - $84.2 Million
-762,252 Reduced 97.51%
19,428 $2.1 Billion
Q2 2023

Aug 01, 2023
BUY
$106.02 - $110.43 $82.9 Million - $86.3 Million
781,680 New
781,680 $84.5 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
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