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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2019
Q1 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-31Closed |
$3.51K - $3.69K
|
0
$0
|
|
|
Apr 10, 2019
Q1 2019
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-97.6KClosed |
$11M - $11.6M
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Divergent Wealth Advisors
|
SELL
|
- |
-1.79KClosed |
$203K - $213K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-236KClosed |
$26.3M - $27M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.85KClosed |
$206K - $212K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Vera Bank, N.A.
|
BUY
|
- |
4.63KNew |
$515K - $530K
|
4.63K
$501K
|
|
|
Feb 12, 2019
Q4 2018
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.69KClosed |
$299K - $308K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
44+ 15.83% |
$4.9K - $5.04K
|
322
$34.9K
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-806Closed |
$89.7K - $92.3K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Courier Capital LLC
|
SELL
|
- |
-2.02KClosed |
$224K - $231K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-32.3KClosed |
$3.6M - $3.7M
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-8.18KClosed |
$911K - $937K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-653Closed |
$72.7K - $74.8K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-212Closed |
$23.6K - $24.3K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
248New |
$27.6K - $28.4K
|
248
$26.9K
|
|
|
Feb 04, 2019
Q4 2018
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-12Closed |
$1.34K - $1.37K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.16KClosed |
$352K - $362K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-310Closed |
$34.5K - $35.5K
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.85KClosed |
$205K - $211K
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3.1KClosed |
$346K - $355K
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Fusion Family Wealth LLC
|
SELL
|
- |
-191Closed |
$21.3K - $21.9K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.85KClosed |
$206K - $212K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-1.03KClosed |
$114K - $117K
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.89KClosed |
$210K - $216K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 74.02% |
$1.35M - $1.37M
|
27.8K
$3.01M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
941KNew |
$107M - $109M
|
941K
$102M
|
|
|
Nov 14, 2018
Q3 2018
|
Diameter Capital Partners LP
New York, NY |
SELL
|
CALL |
-500KClosed |
$57.1M - $58.1M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-70Closed |
$8K - $8.14K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-60.2KClosed |
$6.87M - $7M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-3.12KClosed |
$357K - $363K
|
0
$0
|
|
|
Oct 31, 2018
Q3 2018
|
Wbi Investments, Inc.
|
SELL
|
- |
-48.8KClosed |
$5.57M - $5.67M
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-19Closed |
$2.17K - $2.21K
|
0
$0
|
|
|
Oct 23, 2018
Q3 2018
|
Telemus Capital, LLC
|
SELL
|
- |
-3.82KClosed |
$436K - $444K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
274New |
$31.2K - $32.1K
|
274
$29.7K
|
|
|
Aug 10, 2018
Q2 2018
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
400+ 57.14% |
$45.5K - $46.9K
|
1.1K
$119K
|
|
|
Aug 09, 2018
Q2 2018
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-8.25KClosed |
$938K - $967K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-295Closed |
$33.6K - $34.6K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-46KClosed |
$5.24M - $5.39M
|
0
$0
|
|
|
Aug 06, 2018
Q2 2018
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-57Closed |
$6.49K - $6.68K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Well Done, LLC
|
SELL
|
- |
-60Closed |
$6.83K - $7.03K
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-172- 16.67% |
$19.6K - $20.2K
|
860
$93.2K
|
|
|
Aug 01, 2018
Q2 2018
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-9.6KClosed |
$1.09M - $1.13M
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Bray Capital Advisors
|
SELL
|
- |
-35Closed |
$3.98K - $4.1K
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
9.5KNew |
$1.08M - $1.11M
|
9.5K
$1.03M
|
|
|
Jul 31, 2018
Q2 2018
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-49Closed |
$5.58K - $5.74K
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-455Closed |
$51.8K - $53.3K
|
0
$0
|
|
|
Jul 24, 2018
Q2 2018
|
First Command Financial Services, Inc.
|
SELL
|
- |
-5.34M- 100.0% |
$608M - $626M
|
4
$433
|
|
|
Jul 24, 2018
Q2 2018
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-50.7KClosed |
$5.77M - $5.94M
|
0
$0
|
|
|
Jul 17, 2018
Q2 2018
|
Central Bank & Trust CO
|
SELL
|
- |
-37Closed |
$4.21K - $4.34K
|
0
$0
|
|
|
Jul 13, 2018
Q2 2018
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.83KClosed |
$208K - $215K
|
0
$0
|
|