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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-11.5K- 67.29% |
$1.23M - $1.28M
|
5.61K
$618K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11.3K- 62.83% |
$1.21M - $1.25M
|
6.66K
$735K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.38K- 3.53% |
$1M - $1.04M
|
256K
$28.2M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-7.8K- 65.41% |
$835K - $863K
|
4.13K
$455K
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-6.68K- 41.0% |
$715K - $739K
|
9.61K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-6.66K- 74.59% |
$713K - $737K
|
2.27K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.02K- 57.68% |
$537K - $555K
|
3.68K
$406K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-4.49KClosed |
$480K - $497K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-3.31K- 50.39% |
$354K - $366K
|
3.26K
$359K
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-3.2KClosed |
$342K - $354K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-2.8K- 0.61% |
$300K - $310K
|
455K
$50.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-2.5K- 24.51% |
$267K - $277K
|
7.7K
$849K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.44K- 91.51% |
$260K - $269K
|
226
$24.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.11K- 50.04% |
$226K - $233K
|
2.11K
$232K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.76K- 8.96% |
$188K - $195K
|
17.9K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.73K- 75.11% |
$185K - $191K
|
573
$63.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.64K- 41.21% |
$176K - $182K
|
2.34K
$258K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.52K- 10.97% |
$162K - $168K
|
12.3K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.21K- 39.69% |
$130K - $134K
|
1.84K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.1K- 30.82% |
$118K - $122K
|
2.48K
$273K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.06K- 32.57% |
$113K - $117K
|
2.19K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.06K- 94.13% |
$113K - $117K
|
66
$7.28K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.05K- 33.33% |
$112K - $116K
|
2.1K
$232K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-503- 97.1% |
$53.8K - $55.6K
|
15
$1.65K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-313- 38.5% |
$33.5K - $34.6K
|
500
$55.1K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-244- 3.95% |
$26.1K - $27K
|
5.93K
$653K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-200- 9.5% |
$21.4K - $22.1K
|
1.91K
$210K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-182- 6.37% |
$19.5K - $20.1K
|
2.67K
$295K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-150- 4.9% |
$16K - $16.6K
|
2.91K
$321K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-128- 62.75% |
$13.7K - $14.2K
|
76
$8.38K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-86- 30.07% |
$9.2K - $9.51K
|
200
$22.1K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-77Closed |
$8.24K - $8.52K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-63- 48.09% |
$6.74K - $6.97K
|
68
$7.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-40- 0.48% |
$4.28K - $4.43K
|
8.27K
$912K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-34- 85.0% |
$3.64K - $3.76K
|
6
$662
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-31- 1.39% |
$3.32K - $3.43K
|
2.2K
$242K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-16- 42.11% |
$1.71K - $1.77K
|
22
$2.43K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-6- 40.0% |
$642 - $664
|
9
$992
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-925K- 29.86% |
$90.9M - $103M
|
2.17M
$240M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-425K- 81.73% |
$41.8M - $47.3M
|
95K
$10.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Rye Brook Capital LLC
|
SELL
|
- |
-183K- 49.25% |
$18M - $20.3M
|
188K
$20.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-41K- 50.0% |
$4.03M - $4.57M
|
41K
$4.52M
|
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-15.9K- 44.63% |
$1.56M - $1.77M
|
19.7K
$2.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-12.8K- 14.86% |
$1.26M - $1.43M
|
73.5K
$8.1M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-10.5KClosed |
$1.03M - $1.17M
|
0
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-2K- 17.86% |
$196K - $222K
|
9.17K
$1.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.89K- 50.9% |
$186K - $211K
|
1.83K
$201K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.48K- 36.11% |
$145K - $165K
|
2.62K
$288K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-1.06K- 22.08% |
$104K - $117K
|
3.72K
$410K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1K- 9.26% |
$98.6K - $112K
|
9.82K
$1.08M
|
|