Summit Financial, LLC Ishares Iboxx $ Investment Gra Transaction History

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024

A detailed history of Summit Financial, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Summit Financial, LLC holds 63,407 shares of LQD stock, worth $6.86 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
63,407
Previous 61,924 2.39%
Holding current value
$6.86 Million
Previous $7 Million 3.17%
% of portfolio
0.24%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$106.56 - $113.11 $158,028 - $167,742
1,483 Added 2.39%
63,407 $6.77 Million
Q3 2024

Nov 12, 2024
SELL
$106.11 - $113.72 $78,415 - $84,039
-739 Reduced 1.18%
61,924 $7 Million
Q2 2024

Jul 31, 2024
BUY
$104.54 - $108.46 $6.22 Million - $6.45 Million
59,479 Added 1868.06%
62,663 $6.71 Million
Q1 2024

Apr 24, 2024
BUY
$106.98 - $110.63 $340,624 - $352,245
3,184 New
3,184 $346,000

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

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
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