Latest Institutional Transactions on Ishares Iboxx $ Investment Gra (LQD)
This table provides information on the latest institutional transactions involving Ishares Iboxx $ Investment Gra (LQD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2.31K+ 10.19% |
$245K - $262K
|
24.9K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
4.09K+ 1.95% |
$434K - $465K
|
214K
$23.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
378New |
$40.1K - $43K
|
378
$40.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
77.9K+ 108.91% |
$8.26M - $8.86M
|
149K
$16.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
245+ 1.01% |
$26K - $27.9K
|
24.4K
$2.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
40+ 1.07% |
$4.24K - $4.55K
|
3.79K
$410K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
100New |
$10.6K - $11.4K
|
100
$10.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-546- 16.39% |
$57.9K - $62.1K
|
2.79K
$302K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
172New |
$18.3K - $19.6K
|
172
$18.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.06K- 99.18% |
$219K - $235K
|
17
$1.84K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-185- 6.67% |
$19.6K - $21K
|
2.59K
$280K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-16.3K- 37.1% |
$1.73M - $1.85M
|
27.6K
$2.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
BUY
|
- |
6.1K+ 41.5% |
$647K - $694K
|
20.8K
$2.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-200- 89.69% |
$21.2K - $22.7K
|
23
$2.49K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
41New |
$4.35K - $4.66K
|
41
$4.44K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$106 - $114
|
2.87K
$311K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.93K- 99.95% |
$204K - $219K
|
1
$108
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
2.26K+ 74.48% |
$239K - $257K
|
5.29K
$572K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1- 0.04% |
$106 - $114
|
2.69K
$292K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
420New |
$44.6K - $47.8K
|
420
$45.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-132- 5.03% |
$14K - $15K
|
2.49K
$270K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.2K- 91.04% |
$1.93M - $2.07M
|
1.79K
$194K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-180- 7.94% |
$19.1K - $20.5K
|
2.09K
$226K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
21.9KNew |
$2.32M - $2.49M
|
21.9K
$2.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-51- 65.38% |
$5.41K - $5.8K
|
27
$2.92K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
156New |
$16.6K - $17.7K
|
156
$16.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
472New |
$50.1K - $53.7K
|
472
$51.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.4KNew |
$149K - $159K
|
1.4K
$152K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-312- 6.31% |
$33.1K - $35.5K
|
4.63K
$502K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-18- 0.39% |
$1.91K - $2.05K
|
4.57K
$494K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
10.9K+ 3.31% |
$1.15M - $1.24M
|
339K
$36.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-21.8K- 79.1% |
$2.32M - $2.48M
|
5.77K
$625K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-95- 1.92% |
$10.1K - $10.8K
|
4.85K
$526K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-14.1K- 99.91% |
$1.5M - $1.61M
|
13
$1.41K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
5.65KNew |
$600K - $643K
|
5.65K
$612K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
51+ 2.62% |
$5.41K - $5.8K
|
2K
$217K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
23.6KNew |
$2.51M - $2.69M
|
23.6K
$2.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.26KNew |
$240K - $257K
|
2.26K
$245K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.95K- 5.29% |
$207K - $222K
|
34.9K
$3.79M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.12KNew |
$225K - $241K
|
2.12K
$230K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
23New |
$2.44K - $2.62K
|
23
$2.49K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11.7KNew |
$1.24M - $1.33M
|
11.7K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-326- 13.09% |
$34.6K - $37.1K
|
2.16K
$234K
|
|
|
Oct 29, 2024
Q3 2024
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
PUT |
200KNew |
$21.2M - $22.7M
|
200K
$21.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.66KNew |
$494K - $530K
|
4.66K
$505K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-32.4K- 12.96% |
$3.44M - $3.68M
|
218K
$23.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.09K+ 6.34% |
$221K - $237K
|
35K
$3.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
25+ 1.08% |
$2.65K - $2.84K
|
2.35K
$254K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25+ 0.46% |
$2.65K - $2.84K
|
5.43K
$588K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
16.8KNew |
$1.78M - $1.91M
|
16.8K
$1.82M
|