Creative Planning Ishares Iboxx $ Investment Gra Call Options Transaction History

Creative Planning

$101 Billion
Q3 2024

Call Options

2 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q3 2022 Nov 03, 2022	BUY	$101.44 - $114.61 $50,720 - $57,305	500 New	500 $0
Q4 2020 Jan 29, 2021	BUY	$133.73 - $138.48 $534,920 - $553,920	4,000 New	4,000 $0

Others Institutions Holding LQD

# of Institutions

1,191

Shares Held

239M

Call Options Held

39.2M

Put Options Held

38.5M

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

$1.49 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

10.6M
Shares

$1.14 Billion
2.45% of portfolio

About ISHARES IBOXX $ INVESTMENT GRA

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