Atticus Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Atticus Wealth Management, LLC

$294 Million
Q4 2024

A detailed history of Atticus Wealth Management, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 425 shares of LQD stock, worth $45,526. This represents 0.02% of its overall portfolio holdings.

Number of Shares

425

Previous 419 1.43%

Holding current value

$45,526

Previous $47,000 4.26%

% of portfolio

0.02%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$106.56 - $113.11 $639 - $678	6 Added 1.43%	425 $45,000
Q3 2024 Oct 15, 2024	BUY	$106.11 - $113.72 $530 - $568	5 Added 1.21%	419 $47,000
Q2 2024 Jul 17, 2024	BUY	$104.54 - $108.46 $418 - $433	4 Added 0.98%	414 $44,000
Q1 2024 Apr 17, 2024	SELL	$106.98 - $110.63 $6,097 - $6,305	-57 Reduced 12.21%	410 $44,000
Q4 2023 Jan 17, 2024	SELL	$98.28 - $111.36 $53,169 - $60,245	-541 Reduced 53.67%	467 $51,000
Q3 2023 Nov 15, 2023	SELL	$102.02 - $108.51 $10,814 - $11,502	-106 Reduced 9.52%	1,008 $102,000
Q2 2023 Jul 20, 2023	BUY	$106.02 - $110.43 $530 - $552	5 Added 0.45%	1,114 $120,000
Q1 2023 Apr 17, 2023	SELL	$104.89 - $111.81 $16,153 - $17,218	-154 Reduced 12.19%	1,109 $121,000
Q4 2022 Jan 31, 2023	BUY	$99.2 - $110.03 $125,289 - $138,967	1,263 New	1,263 $133,000
Q2 2022 Jul 13, 2022	SELL	$107.41 - $121.51 $1,288 - $1,458	-12 Reduced 0.42%	2,812 $309,000
Q1 2022 Apr 15, 2022	BUY	$118.44 - $131.22 $29,728 - $32,936	251 Added 9.76%	2,824 $342,000
Q4 2021 Jan 26, 2022	SELL	$130.98 - $134.88 $30,125 - $31,022	-230 Reduced 8.21%	2,573 $341,000
Q3 2021 Oct 18, 2021	SELL	$133.03 - $136.33 $7.27 Million - $7.45 Million	-54,672 Reduced 95.12%	2,803 $373,000
Q2 2021 Jul 21, 2021	BUY	$129.85 - $134.36 $673,012 - $696,387	5,183 Added 9.91%	57,475 $7.72 Million
Q1 2021 Apr 15, 2021	BUY	$128.44 - $137.43 $6.33 Million - $6.77 Million	49,264 Added 1626.95%	52,292 $6.8 Million
Q4 2020 Jan 20, 2021	BUY	$133.73 - $138.48 $74,755 - $77,410	559 Added 22.64%	3,028 $418,000
Q3 2020 Oct 21, 2020	SELL	$134.22 - $139.15 $8,321 - $8,627	-62 Reduced 2.45%	2,469 $333,000
Q2 2020 Jul 15, 2020	SELL	$121.1 - $134.5 $596,054 - $662,009	-4,922 Reduced 66.04%	2,531 $340,000
Q1 2020 Apr 23, 2020	BUY	$105.05 - $134.27 $390,050 - $498,544	3,713 Added 99.28%	7,453 $921,000
Q4 2019 Feb 03, 2020	BUY	$125.71 - $128.49 $470,155 - $480,552	3,740 New	3,740 $479,000

Others Institutions Holding LQD

# of Institutions

1,189

Shares Held

246M

Call Options Held

39.2M

Put Options Held

38.5M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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Atticus Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History