Avondale Wealth Management Ishares Iboxx $ Investment Gra Transaction History

Avondale Wealth Management

$150 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 27, 2021	SELL	$128.44 - $137.43 $60,366 - $64,592	-470 Closed	0 $0
Q3 2020 Oct 15, 2020	BUY	$134.22 - $139.15 $63,083 - $65,400	470 New	470 $63,000

Others Institutions Holding LQD

# of Institutions

1,224

Shares Held

235M

Call Options Held

40.2M

Put Options Held

37.7M

Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.06 Billion
38.64% of portfolio
Bank Of America Corp Charlotte, NC

17M
Shares

$1.83 Billion
0.16% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.49 Billion
25.26% of portfolio
Black Rock Inc. New York, NY

13.8M
Shares

$1.49 Billion
0.03% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

10.7M
Shares

$1.16 Billion
2.42% of portfolio

About ISHARES IBOXX $ INVESTMENT GRA

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