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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
71New |
$7.42K - $7.7K
|
71
$7.69K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12New |
$1.25K - $1.3K
|
12
$1.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
12.3KNew |
$1.28M - $1.33M
|
12.3K
$1.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
550KNew |
$57.5M - $59.7M
|
550K
$59.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
713+ 575.0% |
$74.5K - $77.3K
|
837
$90.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-677- 19.14% |
$70.8K - $73.4K
|
2.86K
$310K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-7- 1.87% |
$732 - $759
|
367
$39.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
5.69KNew |
$595K - $618K
|
5.69K
$617K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
148+ 164.44% |
$15.5K - $16.1K
|
238
$25.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
562New |
$58.8K - $61K
|
562
$60.9K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
979+ 46.01% |
$102K - $106K
|
3.11K
$337K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-93- 41.89% |
$9.72K - $10.1K
|
129
$14K
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
6.43KNew |
$672K - $697K
|
6.43K
$696K
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
12+ 0.23% |
$1.25K - $1.3K
|
5.17K
$559K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-626- 35.79% |
$65.4K - $67.9K
|
1.12K
$122K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-173- 17.78% |
$18.1K - $18.8K
|
800
$86.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
95.2KNew |
$9.95M - $10.3M
|
95.2K
$10.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
BUY
|
- |
480+ 9.66% |
$50.2K - $52.1K
|
5.45K
$590K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
9New |
$941 - $976
|
9
$975
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
736+ 20.4% |
$76.9K - $79.8K
|
4.34K
$471K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-38- 1.82% |
$3.97K - $4.12K
|
2.05K
$222K
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-164- 4.34% |
$17.1K - $17.8K
|
3.62K
$392K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
151New |
$15.8K - $16.4K
|
151
$16.4K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
718New |
$75.1K - $77.9K
|
718
$77.8K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
427New |
$44.6K - $46.3K
|
427
$46.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
955+ 9.74% |
$99.8K - $104K
|
10.8K
$1.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3New |
$314 - $325
|
3
$325
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
188New |
$19.7K - $20.4K
|
188
$20.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-300- 3.63% |
$31.4K - $32.5K
|
7.97K
$863K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.19KNew |
$229K - $237K
|
2.19K
$237K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-562- 20.53% |
$58.8K - $61K
|
2.18K
$236K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
9+ 0.19% |
$941 - $976
|
4.87K
$527K
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
SELL
|
- |
-157- 7.48% |
$16.4K - $17K
|
1.94K
$210K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
126New |
$13.2K - $13.7K
|
126
$13.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
19+ 24.36% |
$1.99K - $2.06K
|
97
$10.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-243- 10.63% |
$25.4K - $26.4K
|
2.04K
$221K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.69KNew |
$281K - $292K
|
2.69K
$291K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-333- 13.84% |
$34.8K - $36.1K
|
2.07K
$225K
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-40.3K- 85.7% |
$4.21M - $4.37M
|
6.72K
$728K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$286K - $297K
|
2.74K
$296K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-58- 58.0% |
$6.06K - $6.29K
|
42
$4.55K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
32+ 16.58% |
$3.35K - $3.47K
|
225
$24.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-8.02K- 80.21% |
$839K - $870K
|
1.98K
$214K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-325- 52.08% |
$34K - $35.2K
|
299
$32.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-36- 4.65% |
$3.76K - $3.9K
|
739
$80K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
2.28K+ 3.12% |
$238K - $247K
|
75.4K
$8.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
16.6KNew |
$1.74M - $1.8M
|
16.6K
$1.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-4- 3.51% |
$418 - $434
|
110
$11.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-247- 7.11% |
$25.8K - $26.8K
|
3.23K
$350K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.05KNew |
$110K - $114K
|
1.05K
$114K
|