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

Arete Wealth Advisors, LLC

  • $1.6 Billion
  • Q3 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 7,986 shares of LQD stock, worth $880,456. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,986
Previous 6,964 14.68%
Holding current value
$880,456
Previous $763,000 16.38%
% of portfolio
0.06%
Previous 0.05%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$107.66 - $112.36 $110,028 - $114,831
1,022 Added 14.68%
7,986 $888,000
Q2 2025

Aug 14, 2025
SELL
$105.23 - $109.61 $600,652 - $625,653
-5,708 Reduced 45.04%
6,964 $763,000
Q1 2025

May 15, 2025
BUY
$105.1 - $109.61 $610,946 - $637,162
5,813 Added 84.75%
12,672 $1.38 Million
Q4 2024

Feb 12, 2025
SELL
$106.56 - $113.11 $321,278 - $341,026
-3,015 Reduced 30.53%
6,859 $733,000
Q3 2024

Nov 14, 2024
BUY
$106.11 - $113.72 $473,144 - $507,077
4,459 Added 82.35%
9,874 $1.12 Million
Q2 2024

Aug 13, 2024
BUY
$104.54 - $108.46 $566,084 - $587,310
5,415 New
5,415 $580,000
Q4 2023

Feb 14, 2024
BUY
$98.28 - $111.36 $330,712 - $374,726
3,365 Added 44.3%
10,961 $1.21 Million
Q3 2023

Oct 30, 2023
SELL
$102.02 - $108.51 $128,749 - $136,939
-1,262 Reduced 14.25%
7,596 $774,000
Q2 2023

Aug 09, 2023
SELL
$106.02 - $110.43 $34,244 - $35,668
-323 Reduced 3.52%
8,858 $958,000
Q1 2023

May 01, 2023
SELL
$104.89 - $111.81 $113,176 - $120,642
-1,079 Reduced 10.52%
9,181 $1.01 Million
Q4 2022

Feb 06, 2023
SELL
$99.2 - $110.03 $461,776 - $512,189
-4,655 Reduced 31.21%
10,260 $1.08 Million
Q3 2022

Nov 07, 2022
SELL
$101.44 - $114.61 $5.05 Million - $5.71 Million
-49,815 Reduced 76.96%
14,915 $1.53 Million
Q2 2022

Aug 15, 2022
BUY
$107.41 - $121.51 $3.99 Million - $4.52 Million
37,175 Added 134.91%
64,730 $7.16 Million
Q1 2022

May 06, 2022
BUY
$118.44 - $131.22 $155,748 - $172,554
1,315 Added 5.01%
27,555 $3.33 Million
Q4 2021

Feb 07, 2022
BUY
$130.98 - $134.88 $457,513 - $471,135
3,493 Added 15.36%
26,240 $3.44 Million
Q3 2021

Nov 15, 2021
BUY
$133.03 - $136.33 $356,919 - $365,773
2,683 Added 13.37%
22,747 $3.03 Million
Q2 2021

Aug 09, 2021
SELL
$129.85 - $134.36 $40,253 - $41,651
-310 Reduced 1.52%
20,064 $2.58 Million
Q1 2021

May 10, 2021
BUY
$128.44 - $137.43 $935,300 - $1 Million
7,282 Added 55.62%
20,374 $2.65 Million
Q4 2020

Feb 08, 2021
BUY
$133.73 - $138.48 $287,118 - $297,316
2,147 Added 19.62%
13,092 $1.8 Million
Q3 2020

Nov 09, 2020
BUY
$134.22 - $139.15 $79,995 - $82,933
596 Added 5.76%
10,945 $1.47 Million
Q2 2020

Aug 11, 2020
BUY
$121.1 - $134.5 $57,643 - $64,022
476 Added 4.82%
10,349 $1.39 Million
Q1 2020

May 14, 2020
BUY
$105.05 - $134.27 $223,231 - $285,323
2,125 Added 27.43%
9,873 $1.21 Million
Q4 2019

Feb 14, 2020
SELL
$125.71 - $128.49 $278,824 - $284,990
-2,218 Reduced 22.26%
7,748 $993,000
Q3 2019

Nov 13, 2019
BUY
$122.95 - $129.1 $185,777 - $195,070
1,511 Added 17.87%
9,966 $1.27 Million
Q2 2019

Aug 14, 2019
BUY
$118.17 - $124.37 $79,055 - $83,203
669 Added 8.59%
8,455 $1.05 Million
Q1 2019

May 15, 2019
BUY
$113.15 - $119.15 $64,721 - $68,153
572 Added 7.93%
7,786 $922,000
Q4 2018

Feb 14, 2019
BUY
$111.35 - $114.52 $11,580 - $11,910
104 Added 1.46%
7,214 $814,000
Q3 2018

Nov 14, 2018
BUY
$114.24 - $116.27 $60,661 - $61,739
531 Added 8.07%
7,110 $817,000
Q2 2018

Aug 14, 2018
BUY
$113.81 - $117.24 $291,922 - $300,720
2,565 Added 63.9%
6,579 $754,000
Q1 2018

May 15, 2018
BUY
$115.72 - $120.97 $10,530 - $11,008
91 Added 2.32%
4,014 $471,000
Q4 2017

Feb 14, 2018
BUY
$119.89 - $121.79 $270,232 - $274,514
2,254 Added 135.05%
3,923 $477,000
Q3 2017

Nov 15, 2017
BUY
$120.62 - $121.61 $201,314 - $202,967
1,669
1,669 $202,000

Others Institutions Holding LQD

# of Institutions
1,262
Shares Held
280M
Call Options Held
32.1M
Put Options Held
61.9M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
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