Waldron Private Wealth LLC Ishares Iboxx $ Investment Gra Transaction History

Waldron Private Wealth LLC

$2.23 Billion
Q2 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

1,140

Shares Held

248M

Call Options Held

38.2M

Put Options Held

39.8M

Bank Of America Corp Charlotte, NC

23.5M
Shares

$2.66 Billion
0.23% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.17 Billion
41.23% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

16M
Shares

$1.82 Billion
0.75% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.56 Billion
20.54% of portfolio
Black Rock Inc. New York, NY

13.8M
Shares

$1.56 Billion
0.03% of portfolio

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