Walled Lake Planning & Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	$130.98 - $134.88 $15,848 - $16,320	-121 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$133.03 - $136.33 $133 - $136	1 Added 0.83%	121 $16,000
Q1 2021 May 17, 2021	BUY	$128.44 - $137.43 $128 - $137	1 Added 0.84%	120 $16,000
Q4 2020 Feb 19, 2021	BUY	$133.73 - $138.48 $133 - $138	1 Added 0.85%	119 $16,000
Q3 2020 Nov 13, 2020	BUY	$134.22 - $139.15 $134 - $139	1 Added 0.85%	118 $16,000
Q2 2020 Aug 18, 2020	BUY	$121.1 - $134.5 $121 - $134	1 Added 0.86%	117 $16,000
Q4 2019 May 15, 2020	BUY	$125.71 - $128.49 $14,582 - $14,904	116 New	116 $15,000

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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