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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
71New |
$7.2K - $8.14K
|
71
$7.69K
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.12KNew |
$215K - $243K
|
2.12K
$229K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
341+ 11.63% |
$34.6K - $39.1K
|
3.27K
$354K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3+ 0.74% |
$304 - $344
|
411
$44.5K
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-15- 0.61% |
$1.52K - $1.72K
|
2.43K
$264K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-6.62K- 46.96% |
$672K - $759K
|
7.48K
$810K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-4.33KClosed |
$439K - $496K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
3.12KNew |
$316K - $358K
|
3.12K
$338K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-1K- 20.62% |
$101K - $115K
|
3.85K
$417K
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-282- 9.68% |
$28.6K - $32.3K
|
2.63K
$285K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
3.36KNew |
$341K - $385K
|
3.36K
$364K
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
21.3KNew |
$2.16M - $2.44M
|
21.3K
$2.31M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.04KNew |
$207K - $233K
|
2.04K
$221K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
380New |
$38.5K - $43.6K
|
380
$41.2K
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
BUY
|
- |
126+ 0.65% |
$12.8K - $14.4K
|
19.5K
$2.12M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7New |
$752 - $851
|
7
$758
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-683- 9.82% |
$73.4K - $83K
|
6.27K
$679K
|
|
|
Oct 17, 2023
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
PUT |
20KNew |
$2.15M - $2.43M
|
20K
$2.17M
|
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-8.84K- 75.7% |
$950K - $1.07M
|
2.84K
$307K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-1.56K- 17.03% |
$167K - $189K
|
7.59K
$822K
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.45KClosed |
$263K - $297K
|
0
$0
|
|
|
Sep 07, 2022
Q2 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-30Closed |
$3.22K - $3.65K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-650Closed |
$69.8K - $79K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
104KNew |
$11.2M - $12.6M
|
104K
$11.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.24KClosed |
$133K - $150K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-212Closed |
$22.8K - $25.8K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
- |
-75KClosed |
$8.06M - $9.11M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
PUT |
-500KClosed |
$53.7M - $60.8M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
49New |
$5.26K - $5.95K
|
49
$5.31K
|
|
|
Aug 15, 2022
Q2 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
660KNew |
$70.9M - $80.2M
|
660K
$71.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-1.16K- 5.9% |
$124K - $141K
|
18.5K
$2M
|
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-4.9KClosed |
$526K - $595K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3.02K- 42.37% |
$324K - $367K
|
4.11K
$445K
|
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
PUT |
-100K- 16.67% |
$10.7M - $12.2M
|
500K
$54.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-36.5K- 50.0% |
$3.92M - $4.44M
|
36.5K
$3.96M
|
|
|
Aug 15, 2022
Q2 2022
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-33.7KClosed |
$3.62M - $4.09M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-15.7K- 84.83% |
$1.68M - $1.9M
|
2.8K
$303K
|
|
|
Aug 15, 2022
Q2 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
6KNew |
$644K - $729K
|
6K
$650K
|
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-6.69KClosed |
$718K - $813K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Naya Capital Management Uk LTD
London, X0 |
SELL
|
PUT |
-2.4MClosed |
$258M - $292M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.78K- 41.09% |
$191K - $216K
|
2.55K
$276K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
972New |
$104K - $118K
|
972
$105K
|
|
|
Aug 15, 2022
Q2 2022
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-5.9KClosed |
$634K - $717K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-219- 9.04% |
$23.5K - $26.6K
|
2.2K
$239K
|
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.84KClosed |
$198K - $223K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
7.9KNew |
$849K - $960K
|
7.9K
$856K
|
|
|
Aug 12, 2022
Q2 2022
|
Napier Park Global Capital (Us) LP
New York, NY |
BUY
|
- |
97.2KNew |
$10.4M - $11.8M
|
97.2K
$10.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-4.85M- 72.99% |
$521M - $590M
|
1.8M
$195M
|
|
|
Aug 12, 2022
Q2 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-6.33KClosed |
$680K - $769K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-210- 50.85% |
$22.6K - $25.5K
|
203
$22K
|
|