Pinnacle Wealth Management Advisory Group, LLC Ishares Iboxx $ Investment Gra Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.04 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2018 May 15, 2018	SELL	$115.72 - $120.97 $280,042 - $292,747	-2,420 Closed	0 $0
Q4 2017 Feb 12, 2018	SELL	$119.89 - $121.79 $17,983 - $18,268	-150 Reduced 5.84%	2,420 $294,000
Q3 2017 Nov 08, 2017	SELL	$120.62 - $121.61 $301,550 - $304,025	-2,500 Reduced 49.31%	2,570 $312,000
Q2 2017 Aug 07, 2017	BUY	N/A	5,070	5,070 $611,000

Others Institutions Holding LQD

# of Institutions

1,183

Shares Held

247M

Call Options Held

39.5M

Put Options Held

38.7M

Bank Of America Corp Charlotte, NC

22.3M
Shares

$2.42 Billion
0.21% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.07 Billion
40.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.5 Billion
20.62% of portfolio
Black Rock Inc. New York, NY

13.8M
Shares

$1.49 Billion
0.03% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

10.6M
Shares

$1.15 Billion
2.45% of portfolio

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