Joule Financial, LLC Ishares Iboxx $ Investment Gra Transaction History

Joule Financial, LLC

  • $280 Million
  • Q4 2024

A detailed history of Joule Financial, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Joule Financial, LLC holds 229,532 shares of LQD stock, worth $24.9 Million. This represents 8.75% of its overall portfolio holdings.

Number of Shares
229,532
Previous 213,158 7.68%
Holding current value
$24.9 Million
Previous $24.1 Million 1.83%
% of portfolio
8.75%
Previous 8.81%

Shares

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

Jan 15, 2025
BUY
$106.56 - $113.11 $1.74 Million - $1.85 Million
16,374 Added 7.68%
229,532 $24.5 Million
Q3 2024

Oct 17, 2024
BUY
$106.11 - $113.72 $948,941 - $1.02 Million
8,943 Added 4.38%
213,158 $24.1 Million
Q2 2024

Oct 17, 2024
BUY
$104.54 - $108.46 $122,102 - $126,681
1,168 Added 0.58%
204,215 $21.9 Million
Q1 2024

Oct 17, 2024
BUY
$106.98 - $110.63 $21.7 Million - $22.5 Million
203,047 New
203,047 $22.1 Million
Q4 2023

Jan 11, 2024
SELL
$98.28 - $111.36 $270,957 - $307,019
-2,757 Reduced 1.46%
186,386 $20.6 Million
Q3 2023

Oct 26, 2023
BUY
$102.02 - $108.51 $2.01 Million - $2.13 Million
19,659 Added 11.6%
189,143 $19.3 Million
Q2 2023

Jul 14, 2023
BUY
$106.02 - $110.43 $839,572 - $874,495
7,919 Added 4.9%
169,484 $18.3 Million
Q1 2023

Apr 13, 2023
BUY
$104.89 - $111.81 $10.1 Million - $10.7 Million
95,921 Added 146.12%
161,565 $17.7 Million
Q4 2022

Jan 13, 2023
BUY
$99.2 - $110.03 $3.37 Million - $3.73 Million
33,932 Added 107.0%
65,644 $0
Q3 2022

Oct 19, 2022
BUY
$101.44 - $114.61 $1.98 Million - $2.24 Million
19,516 Added 160.02%
31,712 $3.25 Million
Q2 2022

Jul 19, 2022
BUY
$107.41 - $121.51 $1.31 Million - $1.48 Million
12,196 New
12,196 $1.34 Million

Others Institutions Holding LQD

# of Institutions
1,232
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
Track This Portfolio

Track Joule Financial, LLC Portfolio

Follow Joule Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Joule Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email