Kaizen Financial Strategies Ishares Iboxx $ Investment Gra Transaction History

Kaizen Financial Strategies

  • $165 Million
  • Q4 2024

A detailed history of Kaizen Financial Strategies transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Kaizen Financial Strategies holds 7,619 shares of LQD stock, worth $821,861. This represents 0.49% of its overall portfolio holdings.

Number of Shares
7,619
Previous 7,927 3.89%
Holding current value
$821,861
Previous $895,000 9.05%
% of portfolio
0.49%
Previous 0.54%

Shares

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

Feb 14, 2025
SELL
$106.56 - $113.11 $32,820 - $34,837
-308 Reduced 3.89%
7,619 $814,000
Q3 2024

Nov 04, 2024
SELL
$106.11 - $113.72 $17,932 - $19,218
-169 Reduced 2.09%
7,927 $895,000
Q2 2024

Aug 02, 2024
SELL
$104.54 - $108.46 $57,601 - $59,761
-551 Reduced 6.37%
8,096 $867,000
Q1 2024

May 02, 2024
SELL
$106.98 - $110.63 $2,246 - $2,323
-21 Reduced 0.24%
8,647 $941,000
Q4 2023

Jan 18, 2024
SELL
$98.28 - $111.36 $109,877 - $124,500
-1,118 Reduced 11.42%
8,668 $959,000
Q3 2023

Oct 31, 2023
BUY
$102.02 - $108.51 $291,675 - $310,230
2,859 Added 41.27%
9,786 $998,000
Q2 2023

Aug 07, 2023
BUY
$106.02 - $110.43 $2,332 - $2,429
22 Added 0.32%
6,927 $749,000
Q1 2023

May 10, 2023
SELL
$104.89 - $111.81 $269,881 - $287,687
-2,573 Reduced 27.15%
6,905 $756,000
Q4 2022

Jan 18, 2023
SELL
$99.2 - $110.03 $14,284 - $15,844
-144 Reduced 1.5%
9,478 $0
Q3 2022

Oct 18, 2022
BUY
$101.44 - $114.61 $30,330 - $34,268
299 Added 3.21%
9,622 $986,000
Q2 2022

Jul 18, 2022
SELL
$107.41 - $121.51 $39,097 - $44,229
-364 Reduced 3.76%
9,323 $1.03 Million
Q1 2022

May 06, 2022
SELL
$118.44 - $131.22 $335,303 - $371,483
-2,831 Reduced 22.62%
9,687 $1.17 Million
Q4 2021

Jan 26, 2022
SELL
$130.98 - $134.88 $31,959 - $32,910
-244 Reduced 1.91%
12,518 $1.66 Million
Q3 2021

Nov 12, 2021
SELL
$133.03 - $136.33 $253,954 - $260,253
-1,909 Reduced 13.01%
12,762 $1.7 Million
Q1 2021

May 28, 2021
SELL
$128.44 - $137.43 $1.83 Million - $1.96 Million
-14,268 Reduced 49.3%
14,671 $1.91 Million
Q4 2020

Feb 03, 2021
BUY
$133.73 - $138.48 $3.87 Million - $4.01 Million
28,939 New
28,939 $4 Million

Others Institutions Holding LQD

# of Institutions
1,226
Shares Held
233M
Call Options Held
36.9M
Put Options Held
28.7M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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  • Ticker LQD
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