A detailed history of Powell Investment Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 2,001 shares of LQD stock, worth $216,128. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,001
Previous 1,980 1.06%
Holding current value
$216,128
Previous $212,000 6.6%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Nov 01, 2024

BUY
$106.11 - $113.72 $2,228 - $2,388
21 Added 1.06%
2,001 $226,000
Q2 2024

Jul 30, 2024

SELL
$104.54 - $108.46 $7,526 - $7,809
-72 Reduced 3.51%
1,980 $212,000
Q1 2024

Apr 15, 2024

BUY
$106.98 - $110.63 $1,497 - $1,548
14 Added 0.69%
2,052 $223,000
Q4 2023

Jan 31, 2024

SELL
$98.28 - $111.36 $55,528 - $62,918
-565 Reduced 21.71%
2,038 $225,000
Q3 2023

Oct 16, 2023

BUY
$102.02 - $108.51 $2,652 - $2,821
26 Added 1.01%
2,603 $265,000
Q2 2023

Aug 02, 2023

BUY
$106.02 - $110.43 $49,299 - $51,349
465 Added 22.02%
2,577 $278,000
Q4 2022

Feb 14, 2023

BUY
$99.2 - $110.03 $99 - $110
1 Added 0.05%
2,112 $222,000
Q3 2022

Nov 14, 2022

BUY
$101.44 - $114.61 $101 - $114
1 Added 0.05%
2,111 $216,000
Q2 2022

Aug 02, 2022

BUY
$107.41 - $121.51 $107 - $121
1 Added 0.05%
2,110 $232,000
Q4 2021

Jan 14, 2022

BUY
$130.98 - $134.88 $130 - $134
1 Added 0.05%
2,109 $279,000
Q3 2021

Oct 13, 2021

BUY
$133.03 - $136.33 $256,082 - $262,435
1,925 Added 1051.91%
2,108 $280,000
Q2 2021

Jul 14, 2021

BUY
$129.85 - $134.36 $129 - $134
1 Added 0.55%
183 $25,000
Q4 2020

Jan 14, 2021

BUY
$133.73 - $138.48 $133 - $138
1 Added 0.55%
182 $25,000
Q2 2020

Jul 31, 2020

BUY
$121.1 - $134.5 $121 - $134
1 Added 0.56%
181 $24,000
Q1 2020

May 12, 2020

BUY
$105.05 - $134.27 $1,575 - $2,014
15 Added 9.09%
180 $22,000
Q4 2019

Feb 10, 2020

BUY
$125.71 - $128.49 $20,742 - $21,200
165 New
165 $21,000

Others Institutions Holding LQD

About ISHARES IBOXX $ INVESTMENT GRA


  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
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