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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-115- 51.11% |
$12K - $12.5K
|
110
$11.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
65New |
$6.8K - $7.05K
|
65
$7.04K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.66K+ 4.39% |
$278K - $288K
|
63.2K
$6.85M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-5- 12.5% |
$523 - $542
|
35
$3.79K
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-77Closed |
$8.24K - $8.52K
|
0
$0
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3.59K- 90.05% |
$384K - $397K
|
397
$43K
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-3.2KClosed |
$342K - $354K
|
0
$0
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.67KNew |
$286K - $295K
|
2.67K
$289K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
235New |
$25.1K - $26K
|
235
$25.5K
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
PUT |
9.26KNew |
$990K - $1.02M
|
9.26K
$1M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
PUT |
9.26KNew |
$990K - $1.02M
|
9.26K
$1M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
12KNew |
$1.28M - $1.33M
|
12K
$1.3M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-26.3K- 84.59% |
$2.81M - $2.91M
|
4.79K
$519K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
66New |
$7.06K - $7.3K
|
66
$7.15K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-65- 1.71% |
$6.95K - $7.19K
|
3.74K
$405K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-7.8K- 65.41% |
$835K - $863K
|
4.13K
$447K
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-169K- 94.86% |
$18M - $18.7M
|
9.13K
$989K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
22New |
$2.35K - $2.43K
|
22
$2.38K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
113KNew |
$12M - $12.5M
|
113K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.73K- 75.11% |
$185K - $191K
|
573
$62.1K
|
|
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
1.17KNew |
$125K - $130K
|
1.17K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.61KNew |
$386K - $399K
|
3.61K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.65K- 62.39% |
$498K - $515K
|
2.8K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.63KNew |
$281K - $291K
|
2.63K
$285K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-128- 62.75% |
$13.7K - $14.2K
|
76
$8.23K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
34.2K+ 26.59% |
$3.66M - $3.78M
|
163K
$17.6M
|
|
|
May 15, 2024
Q1 2024
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
CALL |
1.5MNew |
$160M - $166M
|
1.5M
$162M
|
|
|
May 15, 2024
Q1 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
61+ 1.29% |
$6.53K - $6.75K
|
4.8K
$520K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
622K+ 3.36% |
$66.5M - $68.8M
|
19.1M
$2.07B
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-11.5K- 67.29% |
$1.23M - $1.28M
|
5.61K
$607K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
238New |
$25.5K - $26.3K
|
238
$25.8K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
8.74K+ 4.07% |
$935K - $967K
|
223K
$24.2M
|
|
|
May 14, 2024
Q1 2024
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
42.5KNew |
$4.55M - $4.7M
|
42.5K
$4.6M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.03% |
$214 - $221
|
6.26K
$678K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-19.2K- 53.45% |
$2.06M - $2.13M
|
16.7K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.1K- 30.82% |
$118K - $122K
|
2.48K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.05K- 33.33% |
$112K - $116K
|
2.1K
$227K
|
|
|
May 14, 2024
Q1 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
197KNew |
$21.1M - $21.8M
|
197K
$21.3M
|
|
|
May 14, 2024
Q1 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
506KNew |
$54.2M - $56M
|
506K
$54.8M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.02K- 57.68% |
$537K - $555K
|
3.68K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.21K- 39.69% |
$130K - $134K
|
1.84K
$199K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.32KNew |
$676K - $699K
|
6.32K
$685K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-71.7K- 25.72% |
$7.67M - $7.93M
|
207K
$22.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.38K- 3.53% |
$1M - $1.04M
|
256K
$27.8M
|
|
|
May 14, 2024
Q1 2024
|
Bain Capital Credit, LP
Boston, MA |
SELL
|
- |
-30.2K- 23.13% |
$3.23M - $3.34M
|
100K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-6.66K- 74.59% |
$713K - $737K
|
2.27K
$246K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7+ 3.5% |
$749 - $774
|
207
$22.4K
|
|
|
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-90K- 95.28% |
$9.63M - $9.96M
|
4.46K
$483K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
590New |
$63.1K - $65.3K
|
590
$63.9K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
170New |
$18.2K - $18.8K
|
170
$18.4K
|
|