Insight Wealth Partners, LLC Ishares Iboxx $ Investment Gra Transaction History

Insight Wealth Partners, LLC

$692 Million
Q3 2025

A detailed history of Insight Wealth Partners, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 121,766 shares of LQD stock, worth $13.4 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

121,766

Previous 106,939 13.86%

Holding current value

$13.4 Million

Previous $11.7 Million 15.8%

% of portfolio

1.96%

Previous 1.86%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$107.66 - $112.36 $1.6 Million - $1.67 Million	14,827 Added 13.86%	121,766 $13.6 Million
Q2 2025 Jul 31, 2025	SELL	$105.23 - $109.61 $1.54 Million - $1.6 Million	-14,642 Reduced 12.04%	106,939 $11.7 Million
Q1 2025 May 15, 2025	BUY	$105.1 - $109.61 $912,898 - $952,072	8,686 Added 7.69%	121,581 $13.2 Million
Q4 2024 Feb 14, 2025	BUY	$106.56 - $113.11 $674,311 - $715,760	6,328 Added 5.94%	112,895 $12.1 Million
Q3 2024 Nov 13, 2024	BUY	$106.11 - $113.72 $1.49 Million - $1.6 Million	14,075 Added 15.22%	106,567 $12 Million

Q2 2024 Jul 18, 2024	SELL	$104.54 - $108.46 $28,539 - $29,609	-273 Reduced 0.29%	92,492 $9.91 Million
Q1 2024 May 10, 2024	BUY	$106.98 - $110.63 $777,102 - $803,616	7,264 Added 8.5%	92,765 $10.1 Million
Q4 2023 Feb 13, 2024	SELL	$98.28 - $111.36 $74,987 - $84,967	-763 Reduced 0.88%	85,501 $9.46 Million
Q3 2023 Oct 30, 2023	SELL	$102.02 - $108.51 $88,859 - $94,512	-871 Reduced 1.0%	86,264 $8.8 Million
Q2 2023 Aug 11, 2023	SELL	$106.02 - $110.43 $325,799 - $339,351	-3,073 Reduced 3.41%	87,135 $9.42 Million
Q1 2023 May 12, 2023	BUY	$104.89 - $111.81 $2.3 Million - $2.45 Million	21,916 Added 32.09%	90,208 $9.89 Million
Q4 2022 Jan 31, 2023	BUY	$99.2 - $110.03 $2.43 Million - $2.7 Million	24,518 Added 56.01%	68,292 $7.2 Million
Q3 2022 Dec 01, 2022	SELL	$101.44 - $114.61 $17.9 Million - $20.2 Million	-176,374 Reduced 80.12%	43,774 $4.49 Million
Q2 2022 Jul 13, 2022	BUY	$107.41 - $121.51 $426,632 - $482,637	3,972 Added 1.84%	220,148 $24.2 Million
Q1 2022 May 02, 2022	BUY	$118.44 - $131.22 $13.9 Million - $15.4 Million	117,429 Added 118.92%	216,176 $26.1 Million
Q4 2021 Feb 04, 2022	BUY	$130.98 - $134.88 $1.01 Million - $1.04 Million	7,733 Added 8.5%	98,747 $13.1 Million
Q3 2021 Nov 05, 2021	SELL	$133.03 - $136.33 $179,324 - $183,772	-1,348 Reduced 1.46%	91,014 $12.1 Million
Q2 2021 Jul 14, 2021	BUY	$129.85 - $134.36 $433,699 - $448,762	3,340 Added 3.75%	92,362 $12.4 Million
Q1 2021 Apr 20, 2021	BUY	$128.44 - $137.43 $1.79 Million - $1.91 Million	13,900 Added 18.5%	89,022 $11.6 Million
Q4 2020 Jan 19, 2021	BUY	$133.73 - $138.48 $5.99 Million - $6.2 Million	44,767 Added 147.48%	75,122 $10.4 Million
Q3 2020 Oct 16, 2020	SELL	$134.22 - $139.15 $6.12 Million - $6.35 Million	-45,602 Reduced 60.04%	30,355 $4.09 Million
Q2 2020 Jul 20, 2020	BUY	$121.1 - $134.5 $479,677 - $532,754	3,961 Added 5.5%	75,957 $10.2 Million
Q1 2020 May 07, 2020	BUY	$105.05 - $134.27 $1.25 Million - $1.59 Million	11,871 Added 19.74%	71,996 $8.89 Million
Q4 2019 Mar 16, 2020	BUY	$125.71 - $128.49 $7.56 Million - $7.73 Million	60,125 New	60,125 $7.69 Million

Others Institutions Holding LQD

# of Institutions

1,274

Shares Held

280M

Call Options Held

32.1M

Put Options Held

61.9M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
Sector ETFs
Industry ETFs

More about LQD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Partners, LLC with notifications on news.

Account

Insight Wealth Partners, LLC Ishares Iboxx $ Investment Gra Transaction History