A detailed history of Copperleaf Capital, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Copperleaf Capital, LLC holds 7,033 shares of LQD stock, worth $741,278. This represents 0.69% of its overall portfolio holdings.

Number of Shares
7,033
Previous 7,296 3.6%
Holding current value
$741,278
Previous $781,000 1.66%
% of portfolio
0.69%
Previous 0.71%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$106.11 - $113.72 $27,906 - $29,908
-263 Reduced 3.6%
7,033 $794,000
Q2 2024

Aug 13, 2024

BUY
$104.54 - $108.46 $40,456 - $41,974
387 Added 5.6%
7,296 $781,000
Q1 2024

May 14, 2024

SELL
$106.98 - $110.63 $18,828 - $19,470
-176 Reduced 2.48%
6,909 $752,000
Q3 2023

Nov 13, 2023

BUY
$102.02 - $108.51 $722,811 - $768,793
7,085 New
7,085 $722,000
Q3 2022

Nov 14, 2022

BUY
$101.44 - $114.61 $545,037 - $615,799
5,373 New
5,373 $550,000
Q1 2020

May 05, 2020

SELL
$105.05 - $134.27 $1.93 Million - $2.47 Million
-18,401 Closed
0 $0
Q4 2019

Feb 12, 2020

BUY
$125.71 - $128.49 $2.31 Million - $2.36 Million
18,401 New
18,401 $2.36 Million

Others Institutions Holding LQD

About ISHARES IBOXX $ INVESTMENT GRA


  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
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