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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
41New |
$4.18K - $4.45K
|
41
$4.44K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100New |
$10.2K - $10.9K
|
100
$10.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.44K- 34.72% |
$249K - $265K
|
4.58K
$497K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1+ 1.69% |
$102 - $109
|
60
$6.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
226KNew |
$23M - $24.5M
|
226K
$24.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-44- 1.04% |
$4.49K - $4.77K
|
4.2K
$455K
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-4.67K- 4.99% |
$476K - $506K
|
88.8K
$9.62M
|
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
SELL
|
- |
-3.6K- 94.16% |
$367K - $390K
|
223
$24.2K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
42+ 0.62% |
$4.28K - $4.56K
|
6.85K
$742K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
81New |
$8.26K - $8.79K
|
81
$8.77K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
34.4K+ 128.39% |
$3.51M - $3.73M
|
61.2K
$6.63M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
349New |
$35.6K - $37.9K
|
349
$37.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-811- 20.63% |
$82.7K - $88K
|
3.12K
$338K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-25- 17.48% |
$2.55K - $2.71K
|
118
$12.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.86K- 35.64% |
$190K - $202K
|
3.36K
$364K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-699- 2.2% |
$71.3K - $75.8K
|
31.1K
$3.37M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.15K- 55.26% |
$321K - $342K
|
2.55K
$276K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
11.8KNew |
$1.21M - $1.28M
|
11.8K
$1.28M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-450- 36.62% |
$45.9K - $48.8K
|
779
$84.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
3.95KNew |
$403K - $429K
|
3.95K
$428K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-6.12K- 31.26% |
$624K - $664K
|
13.5K
$1.46M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
10New |
$1.02K - $1.09K
|
10
$1.08K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.83K+ 0.6% |
$187K - $199K
|
305K
$33.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
67New |
$6.84K - $7.27K
|
67
$7.26K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
16New |
$1.63K - $1.74K
|
16
$1.73K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
527New |
$53.8K - $57.2K
|
527
$57.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.05% |
$204 - $217
|
192
$20.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-20- 1.01% |
$2.04K - $2.17K
|
1.96K
$212K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
2.42KNew |
$247K - $263K
|
2.42K
$263K
|
|
|
Oct 10, 2023
Q3 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
263+ 4.82% |
$26.8K - $28.5K
|
5.72K
$619K
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-12.3K- 86.13% |
$1.25M - $1.33M
|
1.98K
$214K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-45- 1.03% |
$4.59K - $4.88K
|
4.31K
$467K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-6.15KClosed |
$652K - $679K
|
0
$0
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-28Closed |
$2.97K - $3.09K
|
0
$0
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
7+ 0.02% |
$742 - $773
|
32.3K
$3.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.26KNew |
$452K - $471K
|
4.26K
$462K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
21.2KNew |
$2.25M - $2.34M
|
21.2K
$2.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
300KNew |
$31.8M - $33.1M
|
300K
$32.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.39MNew |
$147M - $153M
|
1.39M
$150M
|
|
|
Aug 14, 2023
Q2 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-470K- 25.94% |
$49.8M - $51.9M
|
1.34M
$145M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.7KNew |
$180K - $188K
|
1.7K
$184K
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
SELL
|
- |
-525K- 21.0% |
$55.7M - $58M
|
1.98M
$214M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-60- 6.82% |
$6.36K - $6.63K
|
820
$88.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
47+ 0.4% |
$4.98K - $5.19K
|
11.9K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
10KNew |
$1.06M - $1.1M
|
10K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
20+ 0.98% |
$2.12K - $2.21K
|
2.05K
$222K
|
|
|
Aug 11, 2023
Q2 2023
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
27.9KNew |
$2.96M - $3.08M
|
27.9K
$3.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.1KNew |
$223K - $232K
|
2.1K
$227K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15.5KNew |
$1.64M - $1.71M
|
15.5K
$1.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
9.24KNew |
$980K - $1.02M
|
9.24K
$1M
|
|