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 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.84KClosed |
$198K - $224K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-25Closed |
$2.69K - $3.04K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
71New |
$7.63K - $8.63K
|
71
$7.69K
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
PUT |
-30KClosed |
$3.22M - $3.65M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.69KClosed |
$289K - $327K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Sabal Trust CO
|
SELL
|
- |
-4.36KClosed |
$469K - $530K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
24+ 1.3% |
$2.58K - $2.92K
|
1.87K
$203K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
76+ 950.0% |
$8.16K - $9.23K
|
84
$9.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2.27KClosed |
$244K - $276K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-27- 0.6% |
$2.9K - $3.28K
|
4.45K
$482K
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-8Closed |
$859 - $972
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
SELL
|
- |
-2.49K- 56.19% |
$267K - $302K
|
1.94K
$210K
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-35.6KClosed |
$3.82M - $4.32M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
325New |
$34.9K - $39.5K
|
325
$35.2K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.16KNew |
$232K - $263K
|
2.16K
$234K
|
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-5.46K- 25.67% |
$587K - $664K
|
15.8K
$1.71M
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
16New |
$1.72K - $1.94K
|
16
$1.73K
|
|
|
Jul 13, 2022
Q2 2022
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-3.17KClosed |
$340K - $385K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
SELL
|
- |
-5.37K- 15.5% |
$577K - $652K
|
29.3K
$3.17M
|
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
1.9KNew |
$204K - $231K
|
1.9K
$206K
|
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-5.62KClosed |
$603K - $682K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
730+ 1.88% |
$78.4K - $88.7K
|
39.5K
$4.28M
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-803- 87.19% |
$86.3K - $97.6K
|
118
$12.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-2.02KClosed |
$216K - $245K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-16.5KClosed |
$1.77M - $2M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Strid Group, LLC
|
SELL
|
- |
-1.74KClosed |
$186K - $211K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-1.76KClosed |
$189K - $214K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
SELL
|
- |
-1.85KClosed |
$199K - $225K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.77KClosed |
$190K - $214K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
1.9KNew |
$204K - $231K
|
1.9K
$206K
|
|
| Q1 2022 | |||||||
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-109- 85.16% |
$12.9K - $14.3K
|
19
$2.06K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
55New |
$6.51K - $7.22K
|
55
$5.96K
|
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-13.5KClosed |
$1.59M - $1.77M
|
0
$0
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-195Closed |
$23.1K - $25.6K
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2+ 0.13% |
$237 - $262
|
1.54K
$167K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-200Closed |
$23.7K - $26.2K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-245- 95.7% |
$29K - $32.1K
|
11
$1.19K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-442Closed |
$52.4K - $58K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Css LLC
Chicago, IL |
SELL
|
PUT |
-13.7KClosed |
$1.62M - $1.8M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6.34KClosed |
$751K - $832K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
16KNew |
$1.9M - $2.1M
|
16K
$1.73M
|
|
|
May 16, 2022
Q1 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-269KClosed |
$31.8M - $35.2M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-5.75KClosed |
$681K - $755K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
PUT |
-413KClosed |
$49M - $54.2M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
7.5K+ 50.0% |
$888K - $984K
|
22.5K
$2.44M
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.73KClosed |
$204K - $226K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Edenbrook Capital, LLC
Mount Kisco, NY |
SELL
|
PUT |
-300Closed |
$35.5K - $39.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-599- 14.55% |
$70.9K - $78.6K
|
3.52K
$381K
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-37.5KClosed |
$4.44M - $4.92M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-2.15KClosed |
$255K - $282K
|
0
$0
|
|