Burney CO Ishares Iboxx $ Investment Gra Transaction History

Burney CO

$2.49 Billion
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$130.98 - $134.88 $197,124 - $202,994	-1,505 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	$129.85 - $134.36 $195,424 - $202,211	1,505 New	1,505 $202,000
Q1 2021 May 13, 2021	SELL	$128.44 - $137.43 $191,632 - $205,045	-1,492 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$121.1 - $134.5 $180,681 - $200,674	1,492 New	1,492 $201,000
Q3 2018 Nov 13, 2018	SELL	$114.24 - $116.27 $365,682 - $372,180	-3,201 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$113.81 - $117.24 $364,305 - $375,285	3,201 New	3,201 $367,000
Q1 2018 May 08, 2018	SELL	$115.72 - $120.97 $195,913 - $204,802	-1,693 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$119.89 - $121.79 $2,637 - $2,679	22 Added 1.32%	1,693 $206,000
Q3 2017 Nov 09, 2017	BUY	$120.62 - $121.61 $201,556 - $203,210	1,671	1,671 $202,000

Others Institutions Holding LQD

# of Institutions

1,192

Shares Held

235M

Call Options Held

38.8M

Put Options Held

37M

Bank Of America Corp Charlotte, NC

22.3M
Shares

$2.4 Billion
0.21% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.06 Billion
40.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.48 Billion
25.26% of portfolio
Black Rock Inc. New York, NY

13.8M
Shares

$1.48 Billion
0.03% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

10.7M
Shares

$1.15 Billion
2.42% of portfolio

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