A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 14,376 shares of LQD stock, worth $1.54 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
14,376
Previous 14,094 2.0%
Holding current value
$1.54 Million
Previous $1.51 Billion 7.58%
% of portfolio
0.95%
Previous 0.99%

Shares

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

Oct 24, 2024

BUY
$106.11 - $113.72 $29,923 - $32,069
282 Added 2.0%
14,376 $1.62 Billion
Q2 2024

Jul 26, 2024

BUY
$104.54 - $108.46 $85,095 - $88,286
814 Added 6.13%
14,094 $1.51 Billion
Q1 2024

Apr 30, 2024

BUY
$106.98 - $110.63 $65,043 - $67,263
608 Added 4.8%
13,280 $1.45 Billion
Q4 2023

Jan 19, 2024

BUY
$98.28 - $111.36 $22,211 - $25,167
226 Added 1.82%
12,672 $1.4 Billion
Q3 2023

Oct 13, 2023

BUY
$102.02 - $108.51 $81,003 - $86,156
794 Added 6.81%
12,446 $1.27 Billion
Q2 2023

Jul 28, 2023

BUY
$106.02 - $110.43 $4,664 - $4,858
44 Added 0.38%
11,652 $1.26 Billion
Q1 2023

Apr 19, 2023

BUY
$104.89 - $111.81 $157,859 - $168,274
1,505 Added 14.9%
11,608 $1.27 Billion
Q4 2022

Feb 13, 2023

BUY
$99.2 - $110.03 $1 Million - $1.11 Million
10,103 New
10,103 $1.07 Billion

Others Institutions Holding LQD

About ISHARES IBOXX $ INVESTMENT GRA


  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
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