Latest Institutional Sells of Ishares Iboxx $ Investment Gra (LQD)
This list provides information on the latest institutional transactions involving Ishares Iboxx $ Investment Gra (LQD) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-39- 16.67% |
$4.14K - $4.44K
|
195
$21.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-20- 0.32% |
$2.12K - $2.27K
|
6.18K
$681K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-18- 0.39% |
$1.91K - $2.05K
|
4.57K
$503K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-11- 1.9% |
$1.17K - $1.25K
|
569
$62.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-10- 0.5% |
$1.06K - $1.14K
|
1.99K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4- 80.0% |
$424 - $455
|
1
$110
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Diameter Capital Partners LP
New York, NY |
SELL
|
- |
-2.5M- 83.33% |
$261M - $271M
|
500K
$55.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-1.01M- 93.71% |
$105M - $109M
|
67.4K
$7.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Iii Capital Management
Boca Raton, FL |
SELL
|
PUT |
-679K- 47.52% |
$71M - $73.7M
|
750K
$82.7M
|
|
|
Aug 23, 2024
Q2 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-460KClosed |
$48.1M - $49.9M
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-40.3K- 85.7% |
$4.21M - $4.37M
|
6.72K
$741K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-9.11K- 0.07% |
$953K - $988K
|
13.8M
$1.52B
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-8.02K- 80.21% |
$839K - $870K
|
1.98K
$218K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-7.49K- 44.8% |
$783K - $813K
|
9.23K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.94K- 0.94% |
$412K - $428K
|
417K
$46M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.25K- 28.99% |
$340K - $352K
|
7.96K
$877K
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.92K- 9.34% |
$305K - $316K
|
28.3K
$3.12M
|
|
|
Aug 15, 2025
Q2 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-881Closed |
$92.1K - $95.6K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-813- 65.88% |
$85K - $88.2K
|
421
$46.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-677- 19.14% |
$70.8K - $73.4K
|
2.86K
$315K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-626- 35.79% |
$65.4K - $67.9K
|
1.12K
$124K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-595- 4.2% |
$62.2K - $64.5K
|
13.6K
$1.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-333- 13.84% |
$34.8K - $36.1K
|
2.07K
$229K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-325- 52.08% |
$34K - $35.2K
|
299
$33K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-281- 44.67% |
$29.4K - $30.5K
|
348
$38.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-279- 5.7% |
$29.2K - $30.3K
|
4.62K
$509K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-243- 10.63% |
$25.4K - $26.4K
|
2.04K
$225K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-173- 17.78% |
$18.1K - $18.8K
|
800
$88.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-164- 4.34% |
$17.1K - $17.8K
|
3.62K
$399K
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
SELL
|
- |
-157- 7.48% |
$16.4K - $17K
|
1.94K
$214K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-154- 78.17% |
$16.1K - $16.7K
|
43
$4.74K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-93- 41.89% |
$9.72K - $10.1K
|
129
$14.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-50- 25.0% |
$5.23K - $5.42K
|
150
$16.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-50- 1.61% |
$5.23K - $5.42K
|
3.06K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-9- 2.2% |
$941 - $976
|
400
$44.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-7- 1.87% |
$732 - $759
|
367
$40.5K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-5- 12.5% |
$523 - $542
|
35
$3.86K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-4- 3.51% |
$418 - $434
|
110
$12.1K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-169K- 94.86% |
$18M - $18.7M
|
9.13K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-90K- 95.28% |
$9.63M - $9.96M
|
4.46K
$491K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-71.7K- 25.72% |
$7.67M - $7.93M
|
207K
$22.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-56.6K- 96.26% |
$6.05M - $6.26M
|
2.2K
$242K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-55.7K- 87.0% |
$5.96M - $6.16M
|
8.33K
$918K
|
|
|
May 14, 2024
Q1 2024
|
Bain Capital Credit, LP
Boston, MA |
SELL
|
- |
-30.2K- 23.13% |
$3.23M - $3.34M
|
100K
$11.1M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-26.3K- 84.59% |
$2.81M - $2.91M
|
4.79K
$528K
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-24.1K- 90.62% |
$2.58M - $2.67M
|
2.5K
$275K
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-20.4K- 77.58% |
$2.19M - $2.26M
|
5.91K
$651K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-16.9K- 62.59% |
$1.8M - $1.86M
|
10.1K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.6K- 57.18% |
$1.57M - $1.62M
|
11K
$1.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-12.7K- 65.71% |
$1.36M - $1.4M
|
6.62K
$730K
|
|