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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-4- 0.12% |
$393 - $445
|
3.37K
$365K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.83KNew |
$179K - $203K
|
1.83K
$198K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.94KNew |
$190K - $216K
|
1.94K
$210K
|
|
| Q3 2023 | |||||||
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
157K+ 4677.55% |
$16M - $17M
|
160K
$17.3M
|
|
|
Oct 08, 2024
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
85.3KNew |
$8.7M - $9.26M
|
85.3K
$9.24M
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
398+ 10.1% |
$40.6K - $43.2K
|
4.34K
$470K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-7.03KClosed |
$717K - $762K
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.51KNew |
$154K - $164K
|
1.51K
$164K
|
|
|
Nov 15, 2023
Q3 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
247+ 5.25% |
$25.2K - $26.8K
|
4.95K
$537K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-145- 37.18% |
$14.8K - $15.7K
|
245
$26.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.02KNew |
$308K - $327K
|
3.02K
$327K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
46.1K+ 569.95% |
$4.7M - $5M
|
54.2K
$5.87M
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
700KNew |
$71.4M - $76M
|
700K
$75.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
37.2K+ 212.18% |
$3.79M - $4.04M
|
54.7K
$5.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-249- 68.98% |
$25.4K - $27K
|
112
$12.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
289New |
$29.5K - $31.4K
|
289
$31.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
6.9KNew |
$704K - $749K
|
6.9K
$747K
|
|
|
Nov 14, 2023
Q3 2023
|
Soros Capital Management LLC
New York, NY |
BUY
|
PUT |
21K+ 38.89% |
$2.14M - $2.28M
|
75K
$8.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
7.44KNew |
$759K - $808K
|
7.44K
$806K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
12.7KNew |
$1.3M - $1.38M
|
12.7K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-4.1K- 27.33% |
$418K - $445K
|
10.9K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Pharo Management, Inc.
New York, NY |
SELL
|
- |
-328K- 99.34% |
$33.5M - $35.6M
|
2.17K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
21KNew |
$2.14M - $2.28M
|
21K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-412- 16.05% |
$42K - $44.7K
|
2.16K
$233K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-25.6K- 92.35% |
$2.62M - $2.78M
|
2.13K
$230K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
CALL |
594KNew |
$60.5M - $64.4M
|
594K
$64.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
171New |
$17.4K - $18.6K
|
171
$18.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Pactiv General Employee Benefit Trust
Lake Forest, IL |
SELL
|
- |
-1.44K- 1.66% |
$147K - $156K
|
85.1K
$9.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-163- 5.92% |
$16.6K - $17.7K
|
2.59K
$280K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
28.1KNew |
$2.87M - $3.05M
|
28.1K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
BUY
|
- |
435New |
$44.4K - $47.2K
|
435
$47.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
948+ 73.32% |
$96.7K - $103K
|
2.24K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
901New |
$91.9K - $97.8K
|
901
$97.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
1.76MNew |
$179M - $190M
|
1.76M
$190M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.2KNew |
$428K - $455K
|
4.2K
$455K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
416New |
$42.4K - $45.1K
|
416
$45.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-11- 3.85% |
$1.12K - $1.19K
|
275
$29.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.23K- 14.76% |
$125K - $133K
|
7.08K
$767K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
14New |
$1.43K - $1.52K
|
14
$1.52K
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
4.57K+ 74.04% |
$466K - $496K
|
10.7K
$1.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
275+ 10.07% |
$28.1K - $29.8K
|
3.01K
$326K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
15New |
$1.53K - $1.63K
|
15
$1.62K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
22.4KNew |
$2.29M - $2.43M
|
22.4K
$2.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
3.04KNew |
$310K - $330K
|
3.04K
$329K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-148- 60.41% |
$15.1K - $16.1K
|
97
$10.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
23New |
$2.35K - $2.5K
|
23
$2.49K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
206New |
$21K - $22.4K
|
206
$22.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-8.4K- 80.77% |
$857K - $911K
|
2K
$217K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.47K- 65.44% |
$558K - $594K
|
2.89K
$313K
|
|
|
Nov 03, 2023
Q3 2023
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
66.8KNew |
$6.82M - $7.25M
|
66.8K
$7.24M
|
|