Wealth Enhancement & Preservation Of Ga, LLC Ishares Iboxx $ Investment Gra Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 22, 2021	SELL	$129.85 - $134.36 $2.53 Million - $2.62 Million	-19,475 Closed	0 $0
Q1 2021 Apr 21, 2021	BUY	$128.44 - $137.43 $163,247 - $174,673	1,271 Added 6.98%	19,475 $2.56 Million
Q4 2020 Feb 02, 2021	SELL	$133.73 - $138.48 $1.84 Million - $1.91 Million	-13,796 Reduced 43.11%	18,204 $2.52 Million
Q3 2020 Oct 13, 2020	BUY	$134.22 - $139.15 $4.3 Million - $4.45 Million	32,000 New	32,000 $4.32 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

$2.45 Billion
0.21% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.09 Billion
40.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.51 Billion
20.62% of portfolio
Black Rock Inc. New York, NY

13.8M
Shares

$1.51 Billion
0.03% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

10.6M
Shares

$1.16 Billion
2.45% of portfolio

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