Aquire Wealth Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Aquire Wealth Advisors, LLC

$318 Million
Q3 2024

A detailed history of Aquire Wealth Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 3,047 shares of LQD stock, worth $333,128. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,047

Previous 3,028 0.63%

Holding current value

$333,128

Previous $324,000 6.17%

% of portfolio

0.11%

Previous 0.11%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$106.11 - $113.72 $2,016 - $2,160	19 Added 0.63%	3,047 $344,000
Q2 2024 Aug 14, 2024	BUY	$104.54 - $108.46 $1,359 - $1,409	13 Added 0.43%	3,028 $324,000
Q4 2023 Jan 11, 2024	BUY	$98.28 - $111.36 $1,965 - $2,227	20 Added 0.67%	3,015 $333,000
Q3 2023 Oct 30, 2023	SELL	$102.02 - $108.51 $61,109 - $64,997	-599 Reduced 16.67%	2,995 $305,000
Q2 2023 Aug 03, 2023	SELL	$106.02 - $110.43 $40,287 - $41,963	-380 Reduced 9.56%	3,594 $388,000
Q1 2023 May 01, 2023	BUY	$104.89 - $111.81 $6,712 - $7,155	64 Added 1.64%	3,974 $435,000
Q4 2022 Jan 20, 2023	BUY	$99.2 - $110.03 $4,563 - $5,061	46 Added 1.19%	3,910 $0
Q3 2022 Oct 18, 2022	SELL	$101.44 - $114.61 $18,766 - $21,202	-185 Reduced 4.57%	3,864 $396,000
Q2 2022 Jul 27, 2022	BUY	$107.41 - $121.51 $7,411 - $8,384	69 Added 1.73%	4,049 $446,000
Q1 2022 Apr 28, 2022	BUY	$118.44 - $131.22 $7,461 - $8,266	63 Added 1.61%	3,980 $481,000
Q4 2021 Feb 09, 2022	BUY	$130.98 - $134.88 $513,048 - $528,324	3,917 New	3,917 $519,000

Others Institutions Holding LQD

# of Institutions

1,153

Shares Held

253M

Call Options Held

38.5M

Put Options Held

39.9M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Aquire Wealth Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History