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

1,186

Shares Held

246M

Call Options Held

39.5M

Put Options Held

38.7M

Bank Of America Corp Charlotte, NC

22.3M
Shares

$2.39 Billion
0.21% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.05 Billion
40.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.48 Billion
20.62% of portfolio
Black Rock Inc. New York, NY

13.8M
Shares

$1.47 Billion
0.03% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

10.6M
Shares

$1.13 Billion
2.45% of portfolio

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Waldron Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waldron Private Wealth LLC with notifications on news.