Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Iboxx $ Investment Gra Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2018 Aug 07, 2018	SELL	$113.81 - $117.24 $33,573 - $34,585	-295 Closed	0 $0
Q1 2018 Apr 20, 2018	BUY	$115.72 - $120.97 $34,137 - $35,686	295 New	295 $35,000
Q4 2017 Feb 08, 2018	SELL	$119.89 - $121.79 $35,967 - $36,537	-300 Closed	0 $0
Q3 2017 Oct 27, 2017	SELL	$120.62 - $121.61 $21,108 - $21,281	-175 Reduced 36.84%	300 $36,000
Q2 2017 Aug 07, 2017	BUY	N/A	475	475 $0

Others Institutions Holding LQD

# of Institutions

1,186

Shares Held

246M

Call Options Held

39.5M

Put Options Held

38.7M

Bank Of America Corp Charlotte, NC

22.3M
Shares

$2.39 Billion
0.21% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.05 Billion
40.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.48 Billion
20.62% of portfolio
Black Rock Inc. New York, NY

13.8M
Shares

$1.47 Billion
0.03% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

10.6M
Shares

$1.13 Billion
2.45% of portfolio

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