Concord Wealth Partners Ishares Iboxx $ Investment Gra Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Concord Wealth Partners holds 2,125 shares of LQD stock, worth $227,630. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,125
Previous 2,101 1.14%
Holding current value
$227,630
Previous $237,000 4.22%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 23, 2025
BUY
$106.56 - $113.11 $2,557 - $2,714
24 Added 1.14%
2,125 $227,000
Q3 2024

Oct 24, 2024
SELL
$106.11 - $113.72 $21,858 - $23,426
-206 Reduced 8.93%
2,101 $237,000
Q2 2024

Jul 31, 2024
BUY
$104.54 - $108.46 $2,299 - $2,386
22 Added 0.96%
2,307 $247,000
Q1 2024

Apr 30, 2024
BUY
$106.98 - $110.63 $1,390 - $1,438
13 Added 0.57%
2,285 $248,000
Q4 2023

Apr 30, 2024
SELL
$98.28 - $111.36 $17,788 - $20,156
-181 Reduced 7.38%
2,272 $251,000
Q4 2023

Feb 05, 2024
SELL
$98.28 - $111.36 $17,788 - $20,156
-181 Reduced 7.38%
2,272 $251,000
Q3 2023

Apr 30, 2024
BUY
$102.02 - $108.51 $18,465 - $19,640
181 Added 7.97%
2,453 $250,000
Q3 2023

Oct 25, 2023
SELL
$102.02 - $108.51 $4,692 - $4,991
-46 Reduced 1.84%
2,453 $250,000
Q2 2023

Aug 07, 2023
SELL
$106.02 - $110.43 $2,226 - $2,319
-21 Reduced 0.83%
2,499 $270,000
Q1 2023

Apr 26, 2023
SELL
$104.89 - $111.81 $13,006 - $13,864
-124 Reduced 4.69%
2,520 $276,000
Q4 2022

Jan 27, 2023
SELL
$99.2 - $110.03 $100,886 - $111,900
-1,017 Reduced 27.78%
2,644 $278,000
Q3 2022

Nov 10, 2022
BUY
$101.44 - $114.61 $3,550 - $4,011
35 Added 0.97%
3,661 $375,000
Q2 2022

Aug 04, 2022
SELL
$107.41 - $121.51 $10,955 - $12,394
-102 Reduced 2.74%
3,626 $399,000
Q1 2022

Apr 20, 2022
SELL
$118.44 - $131.22 $75,446 - $83,587
-637 Reduced 14.59%
3,728 $451,000
Q4 2021

Jan 21, 2022
BUY
$130.98 - $134.88 $479,517 - $493,795
3,661 Added 520.03%
4,365 $578,000
Q3 2021

Nov 09, 2021
SELL
$133.03 - $136.33 $122,786 - $125,832
-923 Reduced 56.73%
704 $94,000
Q2 2021

Jul 29, 2021
SELL
$129.85 - $134.36 $274,373 - $283,902
-2,113 Reduced 56.5%
1,627 $219,000
Q1 2021

May 13, 2021
SELL
$128.44 - $137.43 $1.7 Million - $1.82 Million
-13,259 Reduced 78.0%
3,740 $486,000
Q4 2020

Feb 16, 2021
BUY
$133.73 - $138.48 $2.27 Million - $2.35 Million
16,999 New
16,999 $2.35 Million

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

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