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 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-310- 59.96% |
$32.5K - $34.7K
|
207
$22.8K
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-300- 8.52% |
$31.5K - $33.5K
|
3.22K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-290- 12.62% |
$30.4K - $32.4K
|
2.01K
$221K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-246- 27.99% |
$25.8K - $27.5K
|
633
$69.8K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-200- 98.04% |
$21K - $22.4K
|
4
$441
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-185- 27.01% |
$19.4K - $20.7K
|
500
$55.1K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-100- 33.33% |
$10.5K - $11.2K
|
200
$22.1K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-89- 23.36% |
$9.34K - $9.95K
|
292
$32.2K
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-79- 3.39% |
$8.29K - $8.83K
|
2.25K
$249K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-66- 50.0% |
$6.92K - $7.38K
|
66
$7.28K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-48- 34.78% |
$5.03K - $5.37K
|
90
$9.92K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-35Closed |
$3.67K - $3.91K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-11- 91.67% |
$1.15K - $1.23K
|
1
$110
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-4.33M- 97.52% |
$430M - $477M
|
110K
$12.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-266K- 21.4% |
$26.4M - $29.3M
|
977K
$108M
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-203K- 81.57% |
$20.2M - $22.4M
|
46K
$5.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-91.1KClosed |
$9.04M - $10M
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-72.1K- 56.68% |
$7.16M - $7.94M
|
55.1K
$6.08M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-4.45K- 58.2% |
$442K - $490K
|
3.2K
$352K
|
|
|
Jan 26, 2023
Q4 2022
|
Nationwide Fund Advisors
|
SELL
|
- |
-4.35K- 3.38% |
$432K - $479K
|
124K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-3.97KClosed |
$393K - $436K
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2K- 89.29% |
$198K - $220K
|
240
$26.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1.57K- 4.71% |
$156K - $173K
|
31.8K
$3.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.47K- 41.05% |
$146K - $162K
|
2.11K
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.28K- 35.72% |
$127K - $141K
|
2.3K
$254K
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-1.05K- 66.41% |
$104K - $116K
|
531
$58.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.03K- 18.01% |
$102K - $113K
|
4.68K
$516K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-778- 19.19% |
$77.2K - $85.6K
|
3.28K
$361K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-775- 26.35% |
$76.9K - $85.3K
|
2.17K
$239K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-559- 7.0% |
$55.5K - $61.5K
|
7.42K
$818K
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-424- 6.5% |
$42.1K - $46.7K
|
6.1K
$672K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-318- 1.35% |
$31.5K - $35K
|
23.2K
$2.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-312- 9.89% |
$31K - $34.3K
|
2.84K
$313K
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-299- 3.83% |
$29.7K - $32.9K
|
7.5K
$827K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-260- 63.41% |
$25.8K - $28.6K
|
150
$16.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-138- 0.5% |
$13.7K - $15.2K
|
27.5K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-95- 10.17% |
$9.42K - $10.5K
|
839
$92.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-59- 0.82% |
$5.85K - $6.49K
|
7.14K
$787K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-34- 1.31% |
$3.37K - $3.74K
|
2.57K
$283K
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-29- 0.51% |
$2.88K - $3.19K
|
5.65K
$623K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-25- 14.62% |
$2.48K - $2.75K
|
146
$16.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-19- 0.92% |
$1.88K - $2.09K
|
2.04K
$224K
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-11- 0.46% |
$1.09K - $1.21K
|
2.36K
$260K
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-3- 0.08% |
$298 - $330
|
3.92K
$432K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-323K- 99.13% |
$32.7M - $37M
|
2.82K
$310K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-271KClosed |
$27.5M - $31.1M
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-87K- 45.79% |
$8.83M - $9.97M
|
103K
$11.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-26K- 35.52% |
$2.63M - $2.97M
|
47.1K
$5.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-23.2K- 90.74% |
$2.35M - $2.65M
|
2.36K
$261K
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-16.5K- 62.75% |
$1.68M - $1.89M
|
9.81K
$1.08M
|
|