Signature Estate & Investment Advisors LLC Ishares Iboxx $ Investment Gra Transaction History

Signature Estate & Investment Advisors LLC

$4.32 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	SELL	$98.28 - $111.36 $98,574 - $111,694	-1,003 Reduced 9.26%	9,823 $1.09 Million
Q3 2023 Oct 25, 2023	SELL	$102.02 - $108.51 $385,839 - $410,384	-3,782 Reduced 25.89%	10,826 $1.1 Million
Q2 2023 Jul 19, 2023	SELL	$106.02 - $110.43 $106,974 - $111,423	-1,009 Reduced 6.46%	14,608 $1.58 Million
Q1 2023 May 03, 2023	BUY	$104.89 - $111.81 $268,623 - $286,345	2,561 Added 19.62%	15,617 $1.71 Million
Q4 2022 Jan 11, 2023	BUY	$99.2 - $110.03 $1.3 Million - $1.44 Million	13,056 New	13,056 $1.38 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

$2.42 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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