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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.35M+ 35905.74% |
$133M - $150M
|
1.35M
$147M
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
100KNew |
$9.83M - $11.1M
|
100K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 43.54% |
$120K - $136K
|
4.03K
$436K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
294+ 11.76% |
$28.9K - $32.7K
|
2.79K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-35.3K- 99.79% |
$3.47M - $3.93M
|
75
$8.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
671+ 20.3% |
$65.9K - $74.7K
|
3.98K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.91K- 13.71% |
$188K - $213K
|
12K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-10.5KClosed |
$1.03M - $1.17M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.6K- 24.59% |
$845K - $957K
|
26.4K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
500KNew |
$49.1M - $55.7M
|
500K
$54.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
524K+ 1278.05% |
$51.5M - $58.4M
|
565K
$61.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
51.5K+ 194.11% |
$5.06M - $5.73M
|
78K
$8.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
76.6KNew |
$7.53M - $8.53M
|
76.6K
$8.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
190K+ 366.22% |
$18.6M - $21.1M
|
242K
$26.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pharo Management, Inc.
New York, NY |
BUY
|
PUT |
2.7MNew |
$265M - $301M
|
2.7M
$292M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.59KNew |
$451K - $511K
|
4.59K
$498K
|
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
4.46KNew |
$438K - $496K
|
4.46K
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
701New |
$68.9K - $78.1K
|
701
$75.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.48KNew |
$244K - $276K
|
2.48K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
69New |
$6.78K - $7.68K
|
69
$7.47K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
560New |
$55K - $62.4K
|
560
$60.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-16- 0.65% |
$1.57K - $1.78K
|
2.43K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
35.9KNew |
$3.53M - $4M
|
35.9K
$3.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-152- 60.32% |
$14.9K - $16.9K
|
100
$10.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
6.75M+ 13500.0% |
$663M - $752M
|
6.8M
$737M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.14MNew |
$112M - $127M
|
1.14M
$123M
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
PUT |
500KNew |
$49.1M - $55.7M
|
500K
$54.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15.1KNew |
$1.49M - $1.69M
|
15.1K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.47K+ 48.68% |
$439K - $497K
|
13.6K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
4.86KNew |
$477K - $541K
|
4.86K
$526K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
95KNew |
$9.34M - $10.6M
|
95K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
22.4KNew |
$2.2M - $2.5M
|
22.4K
$2.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-41K- 50.0% |
$4.03M - $4.57M
|
41K
$4.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.78K+ 35.78% |
$274K - $310K
|
10.6K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4.93KNew |
$484K - $549K
|
4.93K
$534K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
263New |
$25.8K - $29.3K
|
263
$28.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
41.2K+ 184.24% |
$4.05M - $4.59M
|
63.6K
$6.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
48.9K+ 24.89% |
$4.81M - $5.45M
|
245K
$26.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.85KNew |
$182K - $206K
|
1.85K
$201K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
356New |
$35K - $39.6K
|
356
$38.6K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
20New |
$1.97K - $2.23K
|
20
$2.17K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.3K+ 122.89% |
$423K - $479K
|
7.8K
$845K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-460- 17.49% |
$45.2K - $51.2K
|
2.17K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-136- 6.2% |
$13.4K - $15.1K
|
2.06K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.65K+ 472.38% |
$948K - $1.07M
|
11.7K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.94KNew |
$191K - $216K
|
1.94K
$210K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
368New |
$36.2K - $41K
|
368
$39.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
587+ 27.49% |
$57.7K - $65.4K
|
2.72K
$295K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.39K- 98.07% |
$235K - $266K
|
47
$5.09K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-266- 85.53% |
$26.1K - $29.6K
|
45
$4.87K
|