White Lighthouse Investment Management Inc. Ishares Iboxx $ Investment Gra Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 23, 2020	SELL	$121.1 - $134.5 $332,177 - $368,933	-2,743 Closed	0 $0
Q1 2020 Apr 07, 2020	SELL	$105.05 - $134.27 $198,544 - $253,770	-1,890 Reduced 40.79%	2,743 $339,000
Q4 2019 Jan 24, 2020	SELL	$125.71 - $128.49 $633,704 - $647,718	-5,041 Reduced 52.11%	4,633 $593,000
Q3 2019 Nov 13, 2019	SELL	$122.95 - $129.1 $216,637 - $227,474	-1,762 Reduced 15.41%	9,674 $1.23 Million
Q2 2019 Jul 31, 2019	SELL	$118.17 - $124.37 $48,804 - $51,364	-413 Reduced 3.49%	11,436 $1.42 Million
Q1 2019 May 08, 2019	SELL	$113.15 - $119.15 $113,489 - $119,507	-1,003 Reduced 7.8%	11,849 $1.41 Million
Q4 2018 Jan 23, 2019	SELL	$111.35 - $114.52 $119,701 - $123,109	-1,075 Reduced 7.72%	12,852 $1.45 Million
Q3 2018 Oct 24, 2018	SELL	$114.24 - $116.27 $40,555 - $41,275	-355 Reduced 2.49%	13,927 $1.6 Million
Q2 2018 Aug 09, 2018	SELL	$113.81 - $117.24 $214,987 - $221,466	-1,889 Reduced 11.68%	14,282 $1.64 Million
Q1 2018 Apr 12, 2018	SELL	$115.72 - $120.97 $52,421 - $54,799	-453 Reduced 2.72%	16,171 $1.9 Million
Q4 2017 Jan 10, 2018	BUY	$119.89 - $121.79 $1.99 Million - $2.02 Million	16,624	16,624 $2.02 Million

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

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