Wells Financial Advisors Inc Ishares Iboxx $ Investment Gra Transaction History

Wells Financial Advisors Inc

  • $73.1 Million
  • Q3 2024

A detailed history of Wells Financial Advisors Inc transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Wells Financial Advisors Inc holds 122 shares of LQD stock, worth $13,066. This represents 0.02% of its overall portfolio holdings.

Number of Shares
122
Holding current value
$13,066
% of portfolio
0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$106.11 - $113.72 $12,945 - $13,873
122 New
122 $13,000
Q4 2021

Feb 11, 2022
SELL
$130.98 - $134.88 $1.82 Million - $1.87 Million
-13,889 Closed
0 $0
Q3 2021

Nov 10, 2021
BUY
$133.03 - $136.33 $41,505 - $42,534
312 Added 2.3%
13,889 $1.85 Million
Q2 2021

Aug 02, 2021
SELL
$129.85 - $134.36 $114,008 - $117,968
-878 Reduced 6.07%
13,577 $1.82 Million
Q1 2021

May 12, 2021
BUY
$128.44 - $137.43 $459,815 - $491,999
3,580 Added 32.92%
14,455 $1.88 Million
Q4 2020

Feb 11, 2021
BUY
$133.73 - $138.48 $1.45 Million - $1.51 Million
10,875 New
10,875 $1.5 Million

Others Institutions Holding LQD

# of Institutions
1,186
Shares Held
246M
Call Options Held
39.5M
Put Options Held
38.7M
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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