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

Perfromance Wealth Partners, LLC

  • $2.89 Billion
  • Q3 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 4,567 shares of LQD stock, worth $489,125. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,567
Previous 4,503 1.42%
Holding current value
$489,125
Previous $482,000 6.85%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$106.11 - $113.72 $6,791 - $7,278
64 Added 1.42%
4,567 $515,000
Q2 2024

Jul 19, 2024
SELL
$104.54 - $108.46 $754,151 - $782,430
-7,214 Reduced 61.57%
4,503 $482,000
Q1 2024

Apr 30, 2024
BUY
$106.98 - $110.63 $644,126 - $666,103
6,021 Added 105.71%
11,717 $1.28 Million
Q4 2023

Jan 22, 2024
SELL
$98.28 - $111.36 $67,125 - $76,058
-683 Reduced 10.71%
5,696 $630,000
Q3 2023

Oct 30, 2023
SELL
$102.02 - $108.51 $136,604 - $145,294
-1,339 Reduced 17.35%
6,379 $650,000
Q2 2023

Jul 13, 2023
SELL
$106.02 - $110.43 $64,778 - $67,472
-611 Reduced 7.34%
7,718 $834,000
Q1 2023

Apr 20, 2023
SELL
$104.89 - $111.81 $56,640 - $60,377
-540 Reduced 6.09%
8,329 $912,000
Q4 2022

Jan 19, 2023
SELL
$99.2 - $110.03 $58,825 - $65,247
-593 Reduced 6.27%
8,869 $0
Q3 2022

Oct 17, 2022
SELL
$101.44 - $114.61 $3,347 - $3,782
-33 Reduced 0.35%
9,462 $969,000
Q2 2022

Jul 15, 2022
SELL
$107.41 - $121.51 $7,518 - $8,505
-70 Reduced 0.73%
9,495 $1.05 Million
Q1 2022

Apr 21, 2022
BUY
$118.44 - $131.22 $14,331 - $15,877
121 Added 1.28%
9,565 $1.16 Million
Q4 2021

Feb 03, 2022
BUY
$130.98 - $134.88 $1.24 Million - $1.27 Million
9,444 New
9,444 $1.25 Million

Others Institutions Holding LQD

# of Institutions
1,186
Shares Held
246M
Call Options Held
39.5M
Put Options Held
38.7M
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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