Leicht Financial Planning & Wealth Management, Inc. Ishares Iboxx $ Investment Gra Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 10, 2020	SELL	$121.1 - $134.5 $440,198 - $488,907	-3,635 Closed	0 $0
Q1 2020 Apr 13, 2020	SELL	$105.05 - $134.27 $1.35 Million - $1.73 Million	-12,853 Reduced 77.95%	3,635 $449,000
Q4 2019 Jan 17, 2020	SELL	$125.71 - $128.49 $500,954 - $512,032	-3,985 Reduced 19.46%	16,488 $2.11 Million
Q3 2019 Oct 17, 2019	BUY	$122.95 - $129.1 $1.69 Million - $1.77 Million	13,737 Added 203.93%	20,473 $2.61 Million
Q2 2019 Aug 02, 2019	BUY	$118.17 - $124.37 $795,993 - $837,756	6,736 New	6,736 $838,000

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

$2.45 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

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