Smallwood Wealth Investment Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Smallwood Wealth Investment Management, LLC

$142 Million
Q4 2024

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 4,753 shares of LQD stock, worth $509,141. This represents 0.36% of its overall portfolio holdings.

Number of Shares

4,753

Previous 4,911 3.22%

Holding current value

$509,141

Previous $554,000 8.48%

% of portfolio

0.36%

Previous 0.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$106.56 - $113.11 $16,836 - $17,871	-158 Reduced 3.22%	4,753 $507,000
Q3 2024 Oct 16, 2024	SELL	$106.11 - $113.72 $848 - $909	-8 Reduced 0.16%	4,911 $554,000
Q2 2024 Jul 26, 2024	SELL	$104.54 - $108.46 $345,400 - $358,351	-3,304 Reduced 40.18%	4,919 $526,000
Q4 2023 Jan 23, 2024	SELL	$98.28 - $111.36 $52,284 - $59,243	-532 Reduced 6.08%	8,223 $909,000
Q4 2022 Feb 14, 2023	SELL	$99.2 - $110.03 $23,907 - $26,517	-241 Reduced 2.68%	8,755 $923,000
Q3 2022 Nov 14, 2022	BUY	$101.44 - $114.61 $912,554 - $1.03 Million	8,996 New	8,996 $922,000

Others Institutions Holding LQD

# of Institutions

1,189

Shares Held

246M

Call Options Held

39.2M

Put Options Held

38.5M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Smallwood Wealth Investment Management, LLC Ishares Iboxx $ Investment Gra Transaction History