Independent Solutions Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Independent Solutions Wealth Management, LLC

  • $457 Billion
  • Q4 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 33,367 shares of LQD stock, worth $3.61 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
33,367
Previous 42,523 21.53%
Holding current value
$3.61 Million
Previous $4.8 Billion 25.8%
% of portfolio
0.78%
Previous 1.09%

Shares

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

Feb 11, 2025
SELL
$106.56 - $113.11 $975,663 - $1.04 Million
-9,156 Reduced 21.53%
33,367 $3.56 Billion
Q3 2024

Dec 19, 2024
SELL
$106.11 - $113.72 $101,865 - $109,171
-960 Reduced 2.21%
42,523 $4.8 Billion
Q2 2024

Dec 19, 2024
BUY
$104.54 - $108.46 $22,162 - $22,993
212 Added 0.49%
43,483 $4.66 Billion
Q1 2024

Dec 19, 2024
SELL
$106.98 - $110.63 $1.61 Million - $1.67 Million
-15,070 Reduced 25.83%
43,271 $4.71 Billion
Q4 2023

Dec 19, 2024
SELL
$98.28 - $111.36 $95,528 - $108,241
-972 Reduced 1.64%
58,341 $6.46 Billion
Q3 2023

Dec 19, 2024
BUY
$102.02 - $108.51 $89,777 - $95,488
880 Added 1.51%
59,313 $6.05 Billion
Q2 2023

Dec 19, 2024
SELL
$106.02 - $110.43 $8,905 - $9,276
-84 Reduced 0.14%
58,433 $6.32 Billion
Q1 2023

Dec 19, 2024
BUY
$104.89 - $111.81 $148,524 - $158,322
1,416 Added 2.48%
58,517 $6.41 Billion
Q4 2022

Dec 19, 2024
BUY
$99.2 - $110.03 $1.35 Million - $1.5 Million
13,608 Added 31.29%
57,101 $6.02 Billion
Q3 2022

Dec 19, 2024
SELL
$101.44 - $114.61 $124,771 - $140,970
-1,230 Reduced 2.75%
43,493 $4.46 Billion
Q2 2022

Dec 19, 2024
SELL
$107.41 - $121.51 $211,382 - $239,131
-1,968 Reduced 4.21%
44,723 $4.92 Billion
Q1 2022

Dec 19, 2024
SELL
$118.44 - $131.22 $190,451 - $211,001
-1,608 Reduced 3.33%
46,691 $5.65 Billion
Q4 2021

Dec 19, 2024
SELL
$130.98 - $134.88 $424,113 - $436,741
-3,238 Reduced 6.28%
48,299 $6.4 Billion
Q3 2021

Dec 19, 2024
SELL
$133.03 - $136.33 $460,948 - $472,383
-3,465 Reduced 6.3%
51,537 $6.86 Billion
Q2 2021

Dec 19, 2024
SELL
$129.85 - $134.36 $469,797 - $486,114
-3,618 Reduced 6.17%
55,002 $7.39 Billion
Q1 2021

Dec 19, 2024
BUY
$128.44 - $137.43 $1.32 Million - $1.41 Million
10,282 Added 21.27%
58,620 $7.62 Billion
Q4 2020

Dec 19, 2024
BUY
$133.73 - $138.48 $719,467 - $745,022
5,380 Added 12.52%
48,338 $6.68 Billion
Q3 2020

Dec 19, 2024
BUY
$134.22 - $139.15 $705,057 - $730,954
5,253 Added 13.93%
42,958 $5.79 Billion
Q2 2020

Dec 19, 2024
BUY
$121.1 - $134.5 $252,856 - $280,836
2,088 Added 5.86%
37,705 $5.07 Billion
Q1 2020

Dec 19, 2024
SELL
$105.05 - $134.27 $174,488 - $223,022
-1,661 Reduced 4.46%
35,617 $4.4 Billion
Q4 2019

Dec 13, 2024
BUY
$125.71 - $128.49 $4.69 Million - $4.79 Million
37,278 New
37,278 $4.77 Billion

Others Institutions Holding LQD

# of Institutions
1,227
Shares Held
233M
Call Options Held
36.9M
Put Options Held
28.7M
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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