Shared Vision Wealth Group LLC Ishares Iboxx $ Investment Gra Transaction History

Shared Vision Wealth Group LLC

$190 Billion
Q4 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 5,268 shares of LQD stock, worth $577,320. This represents 0.3% of its overall portfolio holdings.

Number of Shares

5,268

Previous 5,751 8.4%

Holding current value

$577,320

Previous $650 Million 13.38%

% of portfolio

0.3%

Previous 0.35%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$106.56 - $113.11 $51,468 - $54,632	-483 Reduced 8.4%	5,268 $563 Million
Q3 2024 Nov 12, 2024	SELL	$106.11 - $113.72 $8,064 - $8,642	-76 Reduced 1.3%	5,751 $650 Million
Q2 2024 Jul 23, 2024	SELL	$104.54 - $108.46 $866,845 - $899,350	-8,292 Reduced 58.73%	5,827 $624 Million
Q1 2024 May 06, 2024	BUY	$106.98 - $110.63 $28,456 - $29,427	266 Added 1.92%	14,119 $1.54 Billion
Q4 2023 Feb 07, 2024	BUY	$98.28 - $111.36 $1.36 Million - $1.54 Million	13,853 New	13,853 $1.53 Billion

Others Institutions Holding LQD

# of Institutions

1,227

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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Shared Vision Wealth Group LLC Ishares Iboxx $ Investment Gra Transaction History