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 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
265+ 9.0% |
$28.1K - $29.3K
|
3.21K
$348K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
23.6K+ 9.32% |
$2.5M - $2.61M
|
277K
$30M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-45- 0.47% |
$4.77K - $4.97K
|
9.55K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-11.3K- 5.49% |
$1.2M - $1.25M
|
194K
$21.1M
|
|
|
Aug 10, 2023
Q2 2023
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
565K+ 212.4% |
$59.9M - $62.4M
|
831K
$90M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
45New |
$4.77K - $4.97K
|
45
$4.87K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-500- 33.33% |
$53K - $55.2K
|
1K
$108K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-137- 5.49% |
$14.5K - $15.1K
|
2.36K
$255K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-141- 29.81% |
$14.9K - $15.6K
|
332
$36K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.74K- 7.35% |
$184K - $192K
|
21.9K
$2.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.04KNew |
$216K - $225K
|
2.04K
$221K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
63New |
$6.68K - $6.96K
|
63
$6.82K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.52% |
$106 - $110
|
67
$7.26K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.93K- 48.13% |
$205K - $213K
|
2.08K
$225K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-90- 0.47% |
$9.54K - $9.94K
|
19.1K
$2.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.11KNew |
$224K - $233K
|
2.11K
$229K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-239- 9.35% |
$25.3K - $26.4K
|
2.32K
$251K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-218- 9.83% |
$23.1K - $24.1K
|
2K
$217K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-300- 11.98% |
$31.8K - $33.1K
|
2.21K
$239K
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-315- 13.07% |
$33.4K - $34.8K
|
2.1K
$227K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
46.6KNew |
$4.94M - $5.15M
|
46.6K
$5.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-300- 10.28% |
$31.8K - $33.1K
|
2.62K
$284K
|
|
|
Aug 01, 2023
Q2 2023
|
Amia Capital LLP
|
BUY
|
- |
138KNew |
$14.6M - $15.2M
|
138K
$14.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
89+ 17.8% |
$9.44K - $9.83K
|
589
$63.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-150- 3.99% |
$15.9K - $16.6K
|
3.61K
$391K
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
95.2KNew |
$10.1M - $10.5M
|
95.2K
$10.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
8.71K+ 3485.6% |
$924K - $962K
|
8.96K
$971K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-844- 1.62% |
$89.5K - $93.2K
|
51.3K
$5.55M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.48K+ 7.4% |
$157K - $163K
|
21.5K
$2.33M
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4New |
$424 - $442
|
4
$433
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-374- 51.66% |
$39.7K - $41.3K
|
350
$37.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-484- 8.97% |
$51.3K - $53.4K
|
4.91K
$532K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
BUY
|
- |
1.89KNew |
$200K - $208K
|
1.89K
$205K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-550- 67.07% |
$58.3K - $60.7K
|
270
$29.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.88KNew |
$199K - $207K
|
1.88K
$203K
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
1.93KNew |
$205K - $213K
|
1.93K
$209K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
166+ 158.1% |
$17.6K - $18.3K
|
271
$29.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.69K- 97.74% |
$179K - $187K
|
39
$4.22K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
11.5K+ 7.54% |
$1.22M - $1.27M
|
165K
$17.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.98KNew |
$422K - $440K
|
3.98K
$432K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-379- 11.78% |
$40.2K - $41.9K
|
2.84K
$307K
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
1.29K+ 52.86% |
$136K - $142K
|
3.72K
$403K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$212 - $221
|
10.2K
$1.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-205- 70.69% |
$21.7K - $22.6K
|
85
$9.21K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
14+ 0.53% |
$1.48K - $1.55K
|
2.67K
$289K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
56+ 2.93% |
$5.94K - $6.18K
|
1.97K
$213K
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-6.2K- 74.97% |
$657K - $685K
|
2.07K
$224K
|
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-4- 80.0% |
$424 - $442
|
1
$108
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-677- 1.65% |
$71.8K - $74.8K
|
40.4K
$4.37M
|