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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-110- 3.75% |
$11.7K - $12.5K
|
2.83K
$306K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-180K- 97.95% |
$19.1M - $20.5M
|
3.77K
$409K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-537- 88.61% |
$57K - $61.1K
|
69
$7.47K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-10- 0.5% |
$1.06K - $1.14K
|
1.99K
$216K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-449- 6.2% |
$47.6K - $51.1K
|
6.8K
$736K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.53KNew |
$799K - $856K
|
7.53K
$816K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.69K- 0.43% |
$179K - $192K
|
391K
$42.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
123+ 18.78% |
$13.1K - $14K
|
778
$84.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-293- 2.84% |
$31.1K - $33.3K
|
10K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3+ 14.29% |
$318 - $341
|
24
$2.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.31K- 50.02% |
$245K - $263K
|
2.31K
$250K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-25- 0.76% |
$2.65K - $2.84K
|
3.28K
$355K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-61- 50.41% |
$6.47K - $6.94K
|
60
$6.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
45+ 22.17% |
$4.77K - $5.12K
|
248
$26.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
275+ 6.15% |
$29.2K - $31.3K
|
4.75K
$514K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
18.5KNew |
$1.97M - $2.11M
|
18.5K
$2.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-10.9K- 27.82% |
$1.15M - $1.24M
|
28.2K
$3.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-76.1K- 79.2% |
$8.08M - $8.65M
|
20K
$2.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
42New |
$4.46K - $4.78K
|
42
$4.55K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14New |
$1.49K - $1.59K
|
14
$1.52K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
162K+ 38.48% |
$17.1M - $18.4M
|
582K
$63M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
28.3KNew |
$3M - $3.22M
|
28.3K
$3.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.85K- 1.13% |
$515K - $552K
|
424K
$45.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.1KNew |
$223K - $239K
|
2.1K
$228K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.86KNew |
$410K - $439K
|
3.86K
$418K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4New |
$424 - $455
|
4
$433
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.49KNew |
$158K - $169K
|
1.49K
$161K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
102New |
$10.8K - $11.6K
|
102
$11K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-309- 9.95% |
$32.8K - $35.1K
|
2.8K
$303K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.69K+ 130.74% |
$392K - $420K
|
6.52K
$706K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.41KNew |
$256K - $275K
|
2.41K
$261K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-3.28K- 43.3% |
$348K - $373K
|
4.29K
$465K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
230New |
$24.4K - $26.2K
|
230
$24.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
500+ 7.14% |
$53.1K - $56.9K
|
7.5K
$812K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.82K- 45.87% |
$193K - $207K
|
2.15K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
315+ 398.73% |
$33.4K - $35.8K
|
394
$42.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-11- 1.9% |
$1.17K - $1.25K
|
569
$61.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-376- 5.29% |
$39.9K - $42.8K
|
6.74K
$730K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-15- 1.53% |
$1.59K - $1.71K
|
967
$105K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.62KNew |
$490K - $525K
|
4.62K
$500K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
2.06KNew |
$218K - $234K
|
2.06K
$223K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
6.73K+ 166.52% |
$715K - $766K
|
10.8K
$1.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
872New |
$92.5K - $99.2K
|
872
$94.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-462- 32.72% |
$49K - $52.5K
|
950
$103K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
22.6KNew |
$2.4M - $2.57M
|
22.6K
$2.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
66+ 0.75% |
$7K - $7.51K
|
8.87K
$960K
|
|
|
Oct 09, 2024
Q3 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-5.18K- 24.03% |
$550K - $589K
|
16.4K
$1.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-95- 0.01% |
$10.1K - $10.8K
|
683K
$74M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
486New |
$51.6K - $55.3K
|
486
$52.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.03KNew |
$216K - $231K
|
2.03K
$220K
|