Lakeridge Wealth Management LLC Ishares Iboxx $ Investment Gra Transaction History

Lakeridge Wealth Management LLC

$194 Billion
Q4 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 106,612 shares of LQD stock, worth $11.6 Million. This represents 5.89% of its overall portfolio holdings.

Number of Shares

106,612

Previous 99,539 7.11%

Holding current value

$11.6 Million

Previous $11.2 Billion 1.28%

% of portfolio

5.89%

Previous 6.18%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$106.56 - $113.11 $753,698 - $800,027	7,073 Added 7.11%	106,612 $11.4 Billion
Q3 2024 Oct 07, 2024	BUY	$106.11 - $113.72 $736,615 - $789,444	6,942 Added 7.5%	99,539 $11.2 Billion
Q2 2024 Aug 01, 2024	BUY	$104.54 - $108.46 $560,752 - $581,779	5,364 Added 6.15%	92,597 $9.92 Billion
Q1 2024 Apr 29, 2024	BUY	$106.98 - $110.63 $559,933 - $579,037	5,234 Added 6.38%	87,233 $9.5 Billion
Q4 2023 Feb 14, 2024	BUY	$98.28 - $111.36 $8.06 Million - $9.13 Million	81,999 New	81,999 $9.07 Billion

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

Ticker LQD
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Industry ETFs

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Lakeridge Wealth Management LLC Ishares Iboxx $ Investment Gra Transaction History