Beam Wealth Advisors, Inc. Ishares Iboxx $ Investment Gra Transaction History

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 14, 2022	SELL	$130.98 - $134.88 $213,497 - $219,854	-1,630 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$133.03 - $136.33 $216,838 - $222,217	1,630 New	1,630 $217,000

Others Institutions Holding LQD

# of Institutions

1,185

Shares Held

247M

Call Options Held

39.5M

Put Options Held

38.7M

Bank Of America Corp Charlotte, NC

22.3M
Shares

$2.45 Billion
0.21% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.09 Billion
40.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.51 Billion
20.62% of portfolio
Black Rock Inc. New York, NY

13.8M
Shares

$1.51 Billion
0.03% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

10.6M
Shares

$1.16 Billion
2.45% of portfolio

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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