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 05, 2020
Q1 2020
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.78KClosed |
$186K - $238K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.86KClosed |
$300K - $383K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-233Closed |
$24.5K - $31.3K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-150Closed |
$15.8K - $20.1K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.89KClosed |
$304K - $388K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-3.65KClosed |
$384K - $491K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Hedeker Wealth, LLC
|
SELL
|
- |
-34.9KClosed |
$3.67M - $4.68M
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-6Closed |
$630 - $806
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Estate Counselors, LLC
|
SELL
|
- |
-75.7KClosed |
$7.95M - $10.2M
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-33.6KClosed |
$3.53M - $4.52M
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.78KClosed |
$187K - $239K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Palisade Asset Management, LLC
|
SELL
|
- |
-2.07KClosed |
$217K - $277K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-140Closed |
$14.7K - $18.8K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
12.5KNew |
$1.31M - $1.67M
|
12.5K
$1.35M
|
|
Apr 14, 2020
Q1 2020
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-105KClosed |
$11M - $14M
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Arlington Partners LLC
|
SELL
|
- |
-56Closed |
$5.88K - $7.52K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-2KClosed |
$210K - $268K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-350Closed |
$36.8K - $47K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Wildcat Capital Management, LLC
|
SELL
|
- |
-61.4KClosed |
$6.45M - $8.25M
|
0
$0
|
|
Apr 07, 2020
Q1 2020
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.65KClosed |
$173K - $221K
|
0
$0
|
|
Q4 2019 | |||||||
Mar 04, 2020
Q4 2019
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-2.6KClosed |
$327K - $335K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Silver Point Capital L.P.
Greenwich, CT |
BUY
|
PUT |
1.4MNew |
$176M - $180M
|
1.4M
$152M
|
|
Feb 14, 2020
Q4 2019
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-5.9KClosed |
$742K - $758K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-7.26KClosed |
$913K - $933K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-962Closed |
$121K - $124K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-3.81KClosed |
$479K - $490K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.76KClosed |
$347K - $354K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-295Closed |
$37.1K - $37.9K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-1.82KClosed |
$229K - $234K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
6New |
$754 - $771
|
6
$650
|
|
Feb 10, 2020
Q4 2019
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.89KClosed |
$237K - $242K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
624New |
$78.4K - $80.2K
|
624
$67.6K
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-51Closed |
$6.41K - $6.55K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.74KClosed |
$596K - $610K
|
0
$0
|
|
Feb 03, 2020
Q4 2019
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.15KClosed |
$145K - $148K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.62KClosed |
$204K - $208K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Shufro Rose & CO LLC
|
SELL
|
- |
-80Closed |
$10.1K - $10.3K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.31KClosed |
$164K - $168K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-62Closed |
$7.79K - $7.97K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-4Closed |
$503 - $514
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Q3 Asset Management
|
SELL
|
- |
-3.12KClosed |
$392K - $401K
|
0
$0
|
|
Jan 24, 2020
Q4 2019
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.95KClosed |
$371K - $379K
|
0
$0
|
|
Jan 23, 2020
Q4 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5.86KClosed |
$736K - $752K
|
0
$0
|
|
Jan 21, 2020
Q4 2019
|
G&S Capital LLC
|
SELL
|
- |
-23Closed |
$2.89K - $2.96K
|
0
$0
|
|
Jan 16, 2020
Q4 2019
|
Harbor Investment Advisory, LLC
|
BUY
|
PUT |
3.5KNew |
$440K - $450K
|
3.5K
$379K
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-66Closed |
$8.3K - $8.48K
|
0
$0
|
|
Jan 07, 2020
Q4 2019
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.9KClosed |
$239K - $244K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.09KClosed |
$257K - $270K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
PUT |
-75KClosed |
$9.22M - $9.68M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Anchorage Capital Group, L.L.C.
New York, NY |
SELL
|
- |
-1.15MClosed |
$141M - $148M
|
0
$0
|