Soa Wealth Advisors, Llc. Ishares Iboxx $ Investment Gra Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 2,013 shares of LQD stock, worth $214,887. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,013

Previous 2,051 1.85%

Holding current value

$214,887

Previous $219,000 0.46%

% of portfolio

0.03%

Previous 0.04%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$105.1 - $109.61 $3,993 - $4,165	-38 Reduced 1.85%	2,013 $218,000
Q4 2024 Jan 28, 2025	BUY	$106.56 - $113.11 $2,877 - $3,053	27 Added 1.33%	2,051 $219,000
Q2 2024 Jul 17, 2024	SELL	$104.54 - $108.46 $10,767 - $11,171	-103 Reduced 4.84%	2,024 $216,000
Q1 2024 Apr 10, 2024	BUY	$106.98 - $110.63 $1,390 - $1,438	13 Added 0.61%	2,127 $231,000
Q4 2023 Jan 10, 2024	BUY	$98.28 - $111.36 $687 - $779	7 Added 0.33%	2,114 $233,000
Q3 2023 Oct 10, 2023	BUY	$102.02 - $108.51 $1,938 - $2,061	19 Added 0.91%	2,107 $214,000
Q2 2023 Jul 07, 2023	BUY	$106.02 - $110.43 $1,908 - $1,987	18 Added 0.87%	2,088 $225,000
Q1 2023 Apr 28, 2023	BUY	$104.89 - $111.81 $1,258 - $1,341	12 Added 0.58%	2,070 $226,000
Q4 2022 Jan 10, 2023	SELL	$99.2 - $110.03 $82,633 - $91,654	-833 Reduced 28.81%	2,058 $0
Q3 2022 Oct 07, 2022	BUY	$101.44 - $114.61 $1,420 - $1,604	14 Added 0.49%	2,891 $296,000
Q2 2022 Jul 13, 2022	BUY	$107.41 - $121.51 $1,288 - $1,458	12 Added 0.42%	2,877 $316,000
Q1 2022 Apr 07, 2022	BUY	$118.44 - $131.22 $829 - $918	7 Added 0.24%	2,865 $346,000
Q4 2021 Jan 13, 2022	BUY	$130.98 - $134.88 $3,143 - $3,237	24 Added 0.85%	2,858 $379,000
Q3 2021 Oct 12, 2021	SELL	$133.03 - $136.33 $5,055 - $5,180	-38 Reduced 1.32%	2,834 $377,000
Q2 2021 Jul 14, 2021	SELL	$129.85 - $134.36 $7,141 - $7,389	-55 Reduced 1.88%	2,872 $385,000
Q1 2021 Apr 26, 2021	SELL	$128.44 - $137.43 $1,669 - $1,786	-13 Reduced 0.44%	2,927 $380,000
Q4 2020 Mar 10, 2021	BUY	$133.73 - $138.48 $393,166 - $407,131	2,940 New	2,940 $398,000

Others Institutions Holding LQD

# of Institutions

1,225

Shares Held

241M

Call Options Held

36.9M

Put Options Held

28.7M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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Soa Wealth Advisors, Llc. Ishares Iboxx $ Investment Gra Transaction History