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 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-25.6K- 92.35% |
$2.62M - $2.78M
|
2.13K
$228K
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-12.3K- 86.13% |
$1.25M - $1.33M
|
1.98K
$212K
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-8.4K- 80.77% |
$857K - $911K
|
2K
$214K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-7.03KClosed |
$717K - $762K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-6.12K- 31.26% |
$624K - $664K
|
13.5K
$1.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.47K- 65.44% |
$558K - $594K
|
2.89K
$310K
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-4.67K- 4.99% |
$476K - $506K
|
88.8K
$9.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-4.1K- 27.33% |
$418K - $445K
|
10.9K
$1.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
SELL
|
- |
-3.6K- 94.16% |
$367K - $390K
|
223
$23.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.15K- 55.26% |
$321K - $342K
|
2.55K
$273K
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.44K- 34.72% |
$249K - $265K
|
4.58K
$491K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.86K- 35.64% |
$190K - $202K
|
3.36K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
Pactiv General Employee Benefit Trust
Lake Forest, IL |
SELL
|
- |
-1.44K- 1.66% |
$147K - $156K
|
85.1K
$9.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.23K- 14.76% |
$125K - $133K
|
7.08K
$758K
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-811- 20.63% |
$82.7K - $88K
|
3.12K
$334K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-699- 2.2% |
$71.3K - $75.8K
|
31.1K
$3.33M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-450- 36.62% |
$45.9K - $48.8K
|
779
$83.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-412- 16.05% |
$42K - $44.7K
|
2.16K
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-249- 68.98% |
$25.4K - $27K
|
112
$12K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-175- 16.71% |
$17.9K - $19K
|
872
$93.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-163- 5.92% |
$16.6K - $17.7K
|
2.59K
$277K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-148- 60.41% |
$15.1K - $16.1K
|
97
$10.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-145- 37.18% |
$14.8K - $15.7K
|
245
$26.2K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-45- 1.03% |
$4.59K - $4.88K
|
4.31K
$462K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-44- 1.04% |
$4.49K - $4.77K
|
4.2K
$449K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-25- 17.48% |
$2.55K - $2.71K
|
118
$12.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-20- 1.01% |
$2.04K - $2.17K
|
1.96K
$209K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-11- 3.85% |
$1.12K - $1.19K
|
275
$29.5K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.6M- 96.16% |
$1.23B - $1.28B
|
462K
$49.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
SELL
|
- |
-525K- 21.0% |
$55.7M - $58M
|
1.98M
$212M
|
|
|
Aug 14, 2023
Q2 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-470K- 25.94% |
$49.8M - $51.9M
|
1.34M
$144M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-11.3K- 5.49% |
$1.2M - $1.25M
|
194K
$20.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-6.2K- 74.97% |
$657K - $685K
|
2.07K
$222K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.93K- 48.13% |
$205K - $213K
|
2.08K
$223K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.74K- 7.35% |
$184K - $192K
|
21.9K
$2.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.69K- 97.74% |
$179K - $187K
|
39
$4.18K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-844- 1.62% |
$89.5K - $93.2K
|
51.3K
$5.49M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-677- 1.65% |
$71.8K - $74.8K
|
40.4K
$4.33M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-639- 13.11% |
$67.7K - $70.6K
|
4.23K
$454K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-550- 67.07% |
$58.3K - $60.7K
|
270
$28.9K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-500- 33.33% |
$53K - $55.2K
|
1K
$107K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-484- 8.97% |
$51.3K - $53.4K
|
4.91K
$526K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-379- 11.78% |
$40.2K - $41.9K
|
2.84K
$304K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-374- 51.66% |
$39.7K - $41.3K
|
350
$37.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-315- 13.07% |
$33.4K - $34.8K
|
2.1K
$224K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-300- 11.98% |
$31.8K - $33.1K
|
2.21K
$236K
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-300- 10.28% |
$31.8K - $33.1K
|
2.62K
$281K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-239- 9.35% |
$25.3K - $26.4K
|
2.32K
$248K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-218- 9.83% |
$23.1K - $24.1K
|
2K
$214K
|
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-205- 70.69% |
$21.7K - $22.6K
|
85
$9.11K
|
|