Wr Wealth Planners, LLC Ishares Iboxx $ Investment Gra Transaction History

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,834 shares of LQD stock, worth $196,238. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,834
Previous 2,408 23.84%
Holding current value
$196,238
Previous $257,000 19.46%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Oct 17, 2024
SELL
$106.11 - $113.72 $60,907 - $65,275
-574 Reduced 23.84%
1,834 $207,000
Q2 2024

Jul 31, 2024
SELL
$104.54 - $108.46 $4,704 - $4,880
-45 Reduced 1.83%
2,408 $257,000
Q1 2024

Jul 31, 2024
SELL
$106.98 - $110.63 $154,372 - $159,639
-1,443 Reduced 37.04%
2,453 $267,000
Q4 2023

Jul 30, 2024
BUY
$98.28 - $111.36 $382,898 - $433,858
3,896 New
3,896 $431,000
Q3 2023

Aug 01, 2024
BUY
$102.02 - $108.51 $200,163 - $212,896
1,962 Added 51.0%
5,809 $593 Million
Q2 2023

Aug 01, 2024
BUY
$106.02 - $110.43 $152,562 - $158,908
1,439 Added 59.76%
3,847 $416 Million
Q1 2023

Aug 01, 2024
BUY
$104.89 - $111.81 $203,067 - $216,464
1,936 Added 80.4%
4,344 $476 Million
Q4 2022

Oct 10, 2024
SELL
$99.2 - $110.03 $19,344 - $21,455
-195 Reduced 4.2%
4,446 $469 Million
Q3 2022

Oct 10, 2024
BUY
$101.44 - $114.61 $226,515 - $255,924
2,233 Added 92.73%
4,641 $475 Million
Q2 2022

Oct 17, 2024
SELL
$107.41 - $121.51 $135,551 - $153,345
-1,262 Reduced 20.5%
4,895 $539 Million
Q1 2022

Oct 17, 2024
BUY
$118.44 - $131.22 $512,016 - $567,264
4,323 Added 235.71%
6,157 $745 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
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email