Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Iboxx $ Investment Gra Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.31 Billion
Q1 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 13, 2019	SELL	$111.35 - $114.52 $206,331 - $212,205	-1,853 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$114.24 - $116.27 $10,624 - $10,813	93 Added 5.28%	1,853 $213,000
Q1 2018 May 14, 2018	BUY	$115.72 - $120.97 $159,693 - $166,938	1,380 Added 363.16%	1,760 $207,000
Q1 2018 May 14, 2018	SELL	$115.72 - $120.97 $247,987 - $259,238	-2,143 Reduced 84.94%	380 $207,000
Q4 2017 Feb 12, 2018	BUY	$119.89 - $121.79 $50,713 - $51,517	423 Added 20.14%	2,523 $307,000

Q3 2017 Nov 13, 2017	BUY	$120.62 - $121.61 $41,010 - $41,347	340 Added 19.32%	2,100 $255,000
Q2 2017 Aug 10, 2017	BUY	N/A	1,760	1,760 $212,000

Others Institutions Holding LQD

# of Institutions

1,175

Shares Held

274M

Call Options Held

38.8M

Put Options Held

37.9M

Bank Of America Corp Charlotte, NC

21.1M
Shares

$2.28 Billion
0.22% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.07 Billion
44.21% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

15.8M
Shares

$1.71 Billion
0.81% of portfolio
Nyl Investors LLC New York, NY

14.4M
Shares

$1.56 Billion
57.5% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.49 Billion
18.68% of portfolio

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