Fonville Wealth Management LLC Ishares Iboxx $ Investment Gra Transaction History

Fonville Wealth Management LLC

  • $303 Billion
  • Q4 2024

A detailed history of Fonville Wealth Management LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Fonville Wealth Management LLC holds 5,569 shares of LQD stock, worth $599,057. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,569
Previous 5,559 0.18%
Holding current value
$599,057
Previous $628 Million 5.27%
% of portfolio
0.2%
Previous 0.22%

Shares

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

Jan 28, 2025
BUY
$106.56 - $113.11 $1,065 - $1,131
10 Added 0.18%
5,569 $595 Million
Q3 2024

Oct 28, 2024
BUY
$106.11 - $113.72 $742 - $796
7 Added 0.13%
5,559 $628 Million
Q2 2024

Jul 30, 2024
BUY
$104.54 - $108.46 $6,795 - $7,049
65 Added 1.18%
5,552 $595 Million
Q1 2024

Apr 26, 2024
BUY
$106.98 - $110.63 $21,823 - $22,568
204 Added 3.86%
5,487 $598 Million
Q4 2023

Jan 31, 2024
BUY
$98.28 - $111.36 $519,213 - $588,314
5,283 New
5,283 $585 Million

Others Institutions Holding LQD

# of Institutions
1,195
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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