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
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.48KNew |
$244K - $276K
|
2.48K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
69New |
$6.78K - $7.68K
|
69
$7.61K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
560New |
$55K - $62.4K
|
560
$61.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-16- 0.65% |
$1.57K - $1.78K
|
2.43K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
35.9KNew |
$3.53M - $4M
|
35.9K
$3.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
6.75M+ 13500.0% |
$663M - $752M
|
6.8M
$750M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.14MNew |
$112M - $127M
|
1.14M
$125M
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
PUT |
500KNew |
$49.1M - $55.7M
|
500K
$55.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15.1KNew |
$1.49M - $1.69M
|
15.1K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.47K+ 48.68% |
$439K - $497K
|
13.6K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
4.86KNew |
$477K - $541K
|
4.86K
$535K
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
22.4KNew |
$2.2M - $2.5M
|
22.4K
$2.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-41K- 50.0% |
$4.03M - $4.57M
|
41K
$4.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.78K+ 35.78% |
$274K - $310K
|
10.6K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4.93KNew |
$484K - $549K
|
4.93K
$543K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
263New |
$25.8K - $29.3K
|
263
$29K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
41.2K+ 184.24% |
$4.05M - $4.59M
|
63.6K
$7.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
48.9K+ 24.89% |
$4.81M - $5.45M
|
245K
$27.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.85KNew |
$182K - $206K
|
1.85K
$204K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
356New |
$35K - $39.6K
|
356
$39.2K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
20New |
$1.97K - $2.23K
|
20
$2.21K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.3K+ 122.89% |
$423K - $479K
|
7.8K
$860K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-460- 17.49% |
$45.2K - $51.2K
|
2.17K
$239K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-136- 6.2% |
$13.4K - $15.1K
|
2.06K
$227K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.65K+ 472.38% |
$948K - $1.07M
|
11.7K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.94KNew |
$191K - $216K
|
1.94K
$214K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
368New |
$36.2K - $41K
|
368
$40.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
587+ 27.49% |
$57.7K - $65.4K
|
2.72K
$300K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-266- 85.53% |
$26.1K - $29.6K
|
45
$4.96K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-705- 35.52% |
$69.3K - $78.5K
|
1.28K
$141K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.63KNew |
$258K - $293K
|
2.63K
$290K
|
|
|
Feb 01, 2024
Q4 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
908+ 24.42% |
$89.2K - $101K
|
4.63K
$510K
|
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-819- 22.88% |
$80.5K - $91.2K
|
2.76K
$304K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-605- 23.66% |
$59.5K - $67.4K
|
1.95K
$215K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
135New |
$13.3K - $15K
|
135
$14.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
65+ 3.29% |
$6.39K - $7.24K
|
2.04K
$225K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-854- 30.9% |
$83.9K - $95.1K
|
1.91K
$211K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-731- 59.38% |
$71.8K - $81.4K
|
500
$55.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Rye Brook Capital LLC
|
SELL
|
- |
-183K- 49.25% |
$18M - $20.3M
|
188K
$20.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Rye Brook Capital LLC
|
BUY
|
PUT |
197KNew |
$19.4M - $21.9M
|
197K
$21.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
48.5KNew |
$4.77M - $5.4M
|
48.5K
$5.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.21K+ 6.01% |
$119K - $135K
|
21.3K
$2.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-12.8K- 14.86% |
$1.26M - $1.43M
|
73.5K
$8.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.21KNew |
$316K - $358K
|
3.21K
$354K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
580+ 83.21% |
$57K - $64.6K
|
1.28K
$141K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1K- 9.26% |
$98.6K - $112K
|
9.82K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
10.8KNew |
$1.06M - $1.2M
|
10.8K
$1.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.19K+ 59.55% |
$117K - $132K
|
3.18K
$351K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
PUT |
300+ 100.0% |
$29.5K - $33.4K
|
600
$66.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
21New |
$2.06K - $2.34K
|
21
$2.32K
|
|