Estate Counselors, LLC Ishares Iboxx $ Investment Gra Transaction History

Estate Counselors, LLC

$373 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 28, 2020	SELL	$105.05 - $134.27 $7.95 Million - $10.2 Million	-75,700 Closed	0 $0
Q4 2019 Jan 31, 2020	SELL	$125.71 - $128.49 $7.14 Million - $7.3 Million	-56,820 Reduced 42.88%	75,700 $9.69 Million
Q3 2019 Oct 28, 2019	BUY	$122.95 - $129.1 $2.98 Million - $3.13 Million	24,270 Added 22.42%	132,520 $16.9 Million
Q2 2019 Aug 07, 2019	BUY	$118.17 - $124.37 $9,453 - $9,949	80 Added 0.07%	108,250 $13.5 Million
Q1 2019 May 01, 2019	BUY	$113.15 - $119.15 $5.81 Million - $6.12 Million	51,370 Added 90.44%	108,170 $12.9 Million
Q4 2018 Feb 04, 2019	BUY	$111.35 - $114.52 $1.15 Million - $1.19 Million	10,370 Added 22.33%	56,800 $6.41 Million
Q2 2018 Aug 08, 2018	SELL	$113.81 - $117.24 $5.89 Million - $6.07 Million	-51,740 Reduced 52.7%	46,430 $5.32 Million
Q1 2018 Apr 13, 2018	BUY	$115.72 - $120.97 $1.79 Million - $1.87 Million	15,470 Added 18.71%	98,170 $11.5 Million
Q4 2017 Feb 06, 2018	BUY	$119.89 - $121.79 $245,774 - $249,669	2,050 Added 2.54%	82,700 $10.1 Million
Q3 2017 Nov 13, 2017	BUY	$120.62 - $121.61 $1.16 Million - $1.17 Million	9,600 Added 13.51%	80,650 $9.78 Million
Q2 2017 Nov 13, 2017	SELL	N/A	-34,320 Reduced 32.57%	71,050 $8.56 Million
Q1 2017 Nov 13, 2017	BUY	N/A	105,370	105,370 $12.4 Million

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
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Estate Counselors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Estate Counselors, LLC with notifications on news.