Westshore Wealth, LLC Ishares Iboxx $ Investment Gra Transaction History

Westshore Wealth, LLC

  • $241 Million
  • Q3 2024

A detailed history of Westshore Wealth, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Westshore Wealth, LLC holds 214,310 shares of LQD stock, worth $23 Million. This represents 10.06% of its overall portfolio holdings.

Number of Shares
214,310
Previous 210,221 1.95%
Holding current value
$23 Million
Previous $22.5 Million 7.52%
% of portfolio
10.06%
Previous 9.39%

Shares

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

Nov 12, 2024
BUY
$106.11 - $113.72 $433,883 - $465,001
4,089 Added 1.95%
214,310 $24.2 Million
Q2 2024

Oct 31, 2024
BUY
$104.54 - $108.46 $1.44 Million - $1.49 Million
13,759 Added 7.0%
210,221 $22.5 Million
Q1 2024

Oct 31, 2024
BUY
$106.98 - $110.63 $1.54 Million - $1.6 Million
14,431 Added 7.93%
196,462 $21.4 Million
Q4 2023

Feb 15, 2024
BUY
$98.28 - $111.36 $973,168 - $1.1 Million
9,902 Added 5.75%
182,031 $20.1 Million
Q3 2023

Feb 15, 2024
BUY
$102.02 - $108.51 $459,192 - $488,403
4,501 Added 2.69%
172,129 $17.6 Million
Q2 2023

Sep 05, 2023
BUY
$106.02 - $110.43 $615,552 - $641,156
5,806 Added 3.59%
167,628 $18.1 Million
Q1 2023

May 12, 2023
BUY
$104.89 - $111.81 $914,640 - $974,983
8,720 Added 5.7%
161,822 $17.7 Million
Q4 2022

Feb 14, 2023
BUY
$99.2 - $110.03 $1.19 Million - $1.32 Million
12,001 Added 8.51%
153,102 $16.1 Million
Q3 2022

Nov 02, 2022
BUY
$101.44 - $114.61 $245,992 - $277,929
2,425 Added 1.75%
141,101 $14.5 Million
Q2 2022

Jul 15, 2022
BUY
$107.41 - $121.51 $14.9 Million - $16.9 Million
138,676 New
138,676 $15.3 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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