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 |
---|---|---|---|---|---|---|---|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-639- 13.11% |
$67.7K - $70.6K
|
4.23K
$459K
|
|
Q1 2023 | |||||||
Nov 27, 2024
Q1 2023
|
Carrhae Capital LLP
London, X0 |
SELL
|
- |
-118KClosed |
$12.4M - $13.2M
|
0
$0
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.97KClosed |
$416K - $444K
|
0
$0
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-100- 33.33% |
$10.5K - $11.2K
|
200
$21.7K
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-14.6KClosed |
$1.53M - $1.63M
|
0
$0
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.54KClosed |
$266K - $284K
|
0
$0
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.04% |
$105 - $112
|
2.44K
$264K
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
18+ 0.95% |
$1.89K - $2.01K
|
1.91K
$207K
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Fir Tree Capital Management LP
New York, NY |
BUY
|
- |
12.5KNew |
$1.31M - $1.4M
|
12.5K
$1.35M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-290- 12.62% |
$30.4K - $32.4K
|
2.01K
$218K
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.06K+ 7.72% |
$111K - $118K
|
14.7K
$1.6M
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.55KNew |
$268K - $285K
|
2.55K
$276K
|
|
May 15, 2023
Q1 2023
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
45K+ 28.52% |
$4.72M - $5.03M
|
203K
$22M
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-500- 4.0% |
$52.4K - $55.9K
|
12K
$1.3M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-28- 1.27% |
$2.94K - $3.13K
|
2.17K
$235K
|
|
May 15, 2023
Q1 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
12.5KNew |
$1.31M - $1.4M
|
12.5K
$1.35M
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-89- 23.36% |
$9.34K - $9.95K
|
292
$31.6K
|
|
May 15, 2023
Q1 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
120KNew |
$12.6M - $13.5M
|
120K
$13M
|
|
May 15, 2023
Q1 2023
|
Inherent Group, LP
New York, NY |
BUY
|
PUT |
300KNew |
$31.5M - $33.5M
|
300K
$32.5M
|
|
May 15, 2023
Q1 2023
|
Carronade Capital Management, LP
Darien, CT |
BUY
|
PUT |
5KNew |
$524K - $559K
|
5K
$542K
|
|
May 15, 2023
Q1 2023
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
PUT |
200KNew |
$21M - $22.4M
|
200K
$21.7M
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-200- 98.04% |
$21K - $22.4K
|
4
$433
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-12.1K- 85.22% |
$1.27M - $1.36M
|
2.11K
$228K
|
|
May 15, 2023
Q1 2023
|
Aozora Bank, Ltd.
|
SELL
|
- |
-2.77M- 97.88% |
$291M - $310M
|
60K
$6.5M
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
69New |
$7.24K - $7.71K
|
69
$7.47K
|
|
May 12, 2023
Q1 2023
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
PUT |
26.9KNew |
$2.82M - $3.01M
|
26.9K
$2.91M
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.96KNew |
$205K - $219K
|
1.96K
$212K
|
|
May 12, 2023
Q1 2023
|
Polus Capital Management LTD
London, X0 |
BUY
|
PUT |
295KNew |
$30.9M - $33M
|
295K
$32M
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.22KNew |
$652K - $695K
|
6.22K
$673K
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
38.6KNew |
$4.05M - $4.32M
|
38.6K
$4.18M
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.89KNew |
$198K - $211K
|
1.89K
$204K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
25KNew |
$2.62M - $2.8M
|
25K
$2.71M
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-79- 3.39% |
$8.29K - $8.83K
|
2.25K
$244K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
140New |
$14.7K - $15.7K
|
140
$15.2K
|
|
May 10, 2023
Q1 2023
|
Nationwide Asset Management LLC
|
SELL
|
- |
-538K- 97.64% |
$56.4M - $60.2M
|
13K
$1.41M
|
|
May 10, 2023
Q1 2023
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-47K- 15.41% |
$4.93M - $5.26M
|
258K
$27.9M
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.25KNew |
$236K - $251K
|
2.25K
$243K
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
2New |
$210 - $224
|
2
$217
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
64.1KNew |
$6.73M - $7.17M
|
64.1K
$6.95M
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-66- 50.0% |
$6.92K - $7.38K
|
66
$7.15K
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
372+ 18.21% |
$39K - $41.6K
|
2.42K
$262K
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-42.4K- 82.67% |
$4.45M - $4.74M
|
8.9K
$964K
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.28KNew |
$239K - $255K
|
2.28K
$247K
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
BUY
|
- |
151KNew |
$15.9M - $16.9M
|
151K
$16.4M
|
|
May 05, 2023
Q1 2023
|
Cvs Health Corp
Woonsocket, RI |
BUY
|
- |
930New |
$97.5K - $104K
|
930
$101K
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-11- 91.67% |
$1.15K - $1.23K
|
1
$108
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
6New |
$629 - $671
|
6
$650
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.4K- 11.91% |
$146K - $156K
|
10.3K
$1.12M
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-300- 8.52% |
$31.5K - $33.5K
|
3.22K
$349K
|