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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.65K+ 19.51% |
$488K - $520K
|
28.5K
$3.09M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.07K- 21.24% |
$112K - $120K
|
3.97K
$429K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-10.8K- 52.05% |
$1.13M - $1.2M
|
9.91K
$1.07M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-2.23K- 32.59% |
$233K - $249K
|
4.6K
$498K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-5.36K- 99.59% |
$563K - $600K
|
22
$2.38K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
22New |
$2.31K - $2.46K
|
22
$2.38K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-310- 59.96% |
$32.5K - $34.7K
|
207
$22.4K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-35Closed |
$3.67K - $3.91K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
17.3K+ 3.88% |
$1.82M - $1.94M
|
464K
$50.3M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-64K- 44.98% |
$6.72M - $7.16M
|
78.3K
$8.48M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
320New |
$33.6K - $35.8K
|
320
$34.7K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
293New |
$30.7K - $32.8K
|
293
$31.7K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-11K- 49.56% |
$1.15M - $1.23M
|
11.2K
$1.21M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-740- 13.19% |
$77.6K - $82.7K
|
4.87K
$528K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
5New |
$524 - $559
|
5
$542
|
|
|
Apr 27, 2023
Q1 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-330K- 94.29% |
$34.6M - $36.9M
|
20K
$2.17M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.5% |
$210 - $224
|
405
$43.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Mackay Shields LLC
|
BUY
|
- |
9K+ 170.45% |
$944K - $1.01M
|
14.3K
$1.55M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-185- 27.01% |
$19.4K - $20.7K
|
500
$54.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.43K- 37.97% |
$150K - $160K
|
2.34K
$254K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
418+ 20900.0% |
$43.8K - $46.7K
|
420
$45.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
505+ 25.83% |
$53K - $56.5K
|
2.46K
$266K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.85K- 30.09% |
$403K - $430K
|
8.93K
$968K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
266New |
$27.9K - $29.7K
|
266
$28.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-246- 27.99% |
$25.8K - $27.5K
|
633
$68.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-691- 11.31% |
$72.5K - $77.3K
|
5.42K
$587K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-48- 34.78% |
$5.03K - $5.37K
|
90
$9.75K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
32New |
$3.36K - $3.58K
|
32
$3.47K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-8.63K- 24.73% |
$906K - $965K
|
26.3K
$2.85M
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
SELL
|
- |
-991- 32.65% |
$104K - $111K
|
2.04K
$221K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
53+ 1.77% |
$5.56K - $5.93K
|
3.05K
$330K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
2.54KNew |
$266K - $284K
|
2.54K
$275K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
171+ 5.57% |
$17.9K - $19.1K
|
3.24K
$351K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
17+ 0.39% |
$1.78K - $1.9K
|
4.38K
$474K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.36K- 42.22% |
$142K - $152K
|
1.86K
$201K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-810- 2.86% |
$80.4K - $89.1K
|
27.5K
$2.98M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
102New |
$10.1K - $11.2K
|
102
$11K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.86KNew |
$978K - $1.09M
|
9.86K
$1.07M
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
300New |
$29.8K - $33K
|
300
$32.5K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.93KNew |
$489K - $543K
|
4.93K
$534K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
127New |
$12.6K - $14K
|
127
$13.8K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6New |
$595 - $660
|
6
$650
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.11KNew |
$209K - $232K
|
2.11K
$228K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2K- 89.29% |
$198K - $220K
|
240
$26K
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.22KNew |
$320K - $354K
|
3.22K
$349K
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
21.1KNew |
$2.1M - $2.33M
|
21.1K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-95- 10.17% |
$9.42K - $10.5K
|
839
$90.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-418- 55.44% |
$41.5K - $46K
|
336
$36.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-203K- 81.57% |
$20.2M - $22.4M
|
46K
$4.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
963+ 19.34% |
$95.5K - $106K
|
5.94K
$644K
|
|