Clear Investment Research, LLC Ishares Iboxx $ Investment Gra Transaction History

Clear Investment Research, LLC

$76.6 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$107.41 - $121.51 $14,607 - $16,525	-136 Reduced 66.67%	68 $7,000
Q2 2021 Jul 29, 2021	BUY	$129.85 - $134.36 $129 - $134	1 Added 0.49%	204 $27,000
Q1 2021 May 05, 2021	SELL	$128.44 - $137.43 $27,871 - $29,822	-217 Reduced 51.67%	203 $27,000
Q4 2020 Feb 10, 2021	SELL	$133.73 - $138.48 $534 - $553	-4 Reduced 0.94%	420 $58,000
Q3 2020 Nov 04, 2020	SELL	$134.22 - $139.15 $17,448 - $18,089	-130 Reduced 23.47%	424 $57,000
Q2 2020 Jul 27, 2020	SELL	$121.1 - $134.5 $4,965 - $5,514	-41 Reduced 6.89%	554 $75,000
Q1 2020 May 05, 2020	BUY	$105.05 - $134.27 $210 - $268	2 Added 0.34%	595 $74,000
Q4 2019 Feb 04, 2020	BUY	$125.71 - $128.49 $1,382 - $1,413	11 Added 1.89%	593 $76,000
Q3 2019 Oct 15, 2019	SELL	$122.95 - $129.1 $245 - $258	-2 Reduced 0.34%	582 $74,000
Q2 2019 Aug 05, 2019	SELL	$118.17 - $124.37 $472 - $497	-4 Reduced 0.68%	584 $73,000
Q1 2019 May 06, 2019	BUY	$113.15 - $119.15 $1,470 - $1,548	13 Added 2.26%	588 $70,000
Q4 2018 Feb 07, 2019	SELL	$111.35 - $114.52 $49,662 - $51,075	-446 Reduced 43.68%	575 $65,000
Q3 2018 Nov 14, 2018	BUY	$114.24 - $116.27 $26,275 - $26,742	230 Added 29.08%	1,021 $117,000
Q1 2018 Apr 18, 2018	BUY	$115.72 - $120.97 $91,534 - $95,687	791 New	791 $93,000

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

$2.42 Billion
0.21% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.07 Billion
40.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.5 Billion
20.62% 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

10.6M
Shares

$1.15 Billion
2.45% of portfolio

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