Piershale Financial Group, Inc. Ishares Iboxx $ Investment Gra Transaction History

Piershale Financial Group, Inc.

$157 Million
Q2 2023

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 11, 2022	SELL	$118.44 - $131.22 $656,039 - $726,827	-5,539 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$130.98 - $134.88 $92,471 - $95,225	706 Added 14.61%	5,539 $734,000
Q3 2021 Oct 20, 2021	SELL	$133.03 - $136.33 $26.4 Million - $27 Million	-198,182 Reduced 97.62%	4,833 $643,000
Q2 2021 Jul 15, 2021	BUY	$129.85 - $134.36 $2.99 Million - $3.1 Million	23,056 Added 12.81%	203,015 $27.3 Million
Q1 2021 Apr 20, 2021	BUY	$128.44 - $137.43 $22.3 Million - $23.9 Million	173,873 Added 2856.93%	179,959 $23.4 Million

Q4 2020 Jan 14, 2021	SELL	$133.73 - $138.48 $5,081 - $5,262	-38 Reduced 0.62%	6,086 $841,000
Q3 2020 Oct 19, 2020	BUY	$134.22 - $139.15 $821,963 - $852,154	6,124 New	6,124 $825,000
Q1 2020 Apr 17, 2020	SELL	$105.05 - $134.27 $691,123 - $883,362	-6,579 Closed	0 $0
Q4 2019 Jan 16, 2020	SELL	$125.71 - $128.49 $90,636 - $92,641	-721 Reduced 9.88%	6,579 $842,000
Q3 2019 Oct 25, 2019	SELL	$122.95 - $129.1 $128,236 - $134,651	-1,043 Reduced 12.5%	7,300 $931,000
Q2 2019 Jul 26, 2019	BUY	$118.17 - $124.37 $985,892 - $1.04 Million	8,343 New	8,343 $1.04 Million

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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