Wealth Effects LLC Ishares Iboxx $ Investment Gra Transaction History

Wealth Effects LLC

  • $255 Million
  • Q4 2024

A detailed history of Wealth Effects LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Wealth Effects LLC holds 2,405 shares of LQD stock, worth $256,180. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,405
Previous 2,348 2.43%
Holding current value
$256,180
Previous $265,000 3.4%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jan 22, 2025
BUY
$106.56 - $113.11 $6,073 - $6,447
57 Added 2.43%
2,405 $256,000
Q3 2024

Oct 21, 2024
BUY
$106.11 - $113.72 $1,061 - $1,137
10 Added 0.43%
2,348 $265,000
Q2 2024

Aug 02, 2024
SELL
$104.54 - $108.46 $8,572 - $8,893
-82 Reduced 3.39%
2,338 $250,000
Q1 2024

Apr 22, 2024
SELL
$106.98 - $110.63 $27,065 - $27,989
-253 Reduced 9.47%
2,420 $263,000
Q4 2023

Jan 29, 2024
BUY
$98.28 - $111.36 $51,891 - $58,798
528 Added 24.62%
2,673 $295,000
Q4 2022

Feb 02, 2023
BUY
$99.2 - $110.03 $212,784 - $236,014
2,145 New
2,145 $226,000

Others Institutions Holding LQD

# of Institutions
1,199
Shares Held
234M
Call Options Held
39.8M
Put Options Held
36.8M
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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