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 17, 2021
Q1 2021
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-840Closed |
$108K - $115K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-230Closed |
$29.5K - $31.6K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-320- 5.69% |
$41.1K - $44K
|
5.3K
$574K
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-61Closed |
$7.83K - $8.38K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3.54KClosed |
$455K - $487K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Newfleet Asset Management, LLC
Hartford, CT |
SELL
|
- |
-276KClosed |
$35.4M - $37.9M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-63.4KClosed |
$8.14M - $8.71M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-14.5KClosed |
$1.86M - $1.99M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
PUT |
-135KClosed |
$17.3M - $18.5M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-98Closed |
$12.6K - $13.5K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
PUT |
-20KClosed |
$2.57M - $2.75M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-98.7KClosed |
$12.7M - $13.6M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Cambiar Investors LLC
|
SELL
|
- |
-10.7KClosed |
$1.37M - $1.47M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.73KClosed |
$351K - $376K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-4.77KClosed |
$613K - $656K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Titan Capital Management, LLC
|
SELL
|
- |
-43.7KClosed |
$5.61M - $6.01M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3.05KClosed |
$392K - $419K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-77Closed |
$9.89K - $10.6K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
40New |
$5.14K - $5.5K
|
40
$4.33K
|
|
May 12, 2021
Q1 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-150- 41.67% |
$19.3K - $20.6K
|
210
$22.7K
|
|
May 12, 2021
Q1 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5.67KClosed |
$728K - $779K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.69KClosed |
$217K - $232K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-49.6KClosed |
$6.37M - $6.82M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-31.1KClosed |
$4M - $4.28M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-392Closed |
$50.3K - $53.9K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-15Closed |
$1.93K - $2.06K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-75Closed |
$9.63K - $10.3K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.51KClosed |
$194K - $208K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-121KClosed |
$15.5M - $16.6M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Iron Financial, LLC
|
SELL
|
- |
-1.8KClosed |
$231K - $248K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Investment Management Associates Inc
|
SELL
|
PUT |
-138KClosed |
$17.7M - $18.9M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-53Closed |
$6.81K - $7.28K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-4.09KClosed |
$525K - $561K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-12.2KClosed |
$1.57M - $1.68M
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Nkcfo LLC
|
SELL
|
- |
-2.1KClosed |
$270K - $289K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-36KClosed |
$4.63M - $4.95M
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Manchester Financial Inc
|
SELL
|
- |
-470Closed |
$60.4K - $64.6K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-75Closed |
$9.63K - $10.3K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.83KClosed |
$491K - $526K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-240Closed |
$30.8K - $33K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Avondale Wealth Management
|
SELL
|
- |
-470Closed |
$60.4K - $64.6K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-122Closed |
$15.7K - $16.8K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-24.7KClosed |
$3.17M - $3.4M
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-145Closed |
$18.6K - $19.9K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-22- 3.31% |
$2.83K - $3.02K
|
642
$69.5K
|
|
Apr 20, 2021
Q1 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-125KClosed |
$16.1M - $17.2M
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.7KClosed |
$346K - $371K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-20.6KClosed |
$2.64M - $2.82M
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-78KClosed |
$10M - $10.7M
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-165Closed |
$21.2K - $22.7K
|
0
$0
|