Waldron Private Wealth LLC Ishares Iboxx $ Investment Gra Transaction History

Waldron Private Wealth LLC

$2.4 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 31, 2019	SELL	$118.17 - $124.37 $306,887 - $322,988	-2,597 Closed	0 $0
Q1 2019 May 01, 2019	BUY	$113.15 - $119.15 $293,850 - $309,432	2,597 New	2,597 $309,000

Others Institutions Holding LQD

# of Institutions

1,182

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

$1.49 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

About ISHARES IBOXX $ INVESTMENT GRA

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