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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-519- 11.34% |
$54.3K - $56.3K
|
4.06K
$428K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-511- 1.33% |
$53.4K - $55.4K
|
37.8K
$3.99M
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-418- 16.66% |
$43.7K - $45.3K
|
2.09K
$220K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-333- 13.84% |
$34.8K - $36.1K
|
2.07K
$218K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-325- 52.08% |
$34K - $35.2K
|
299
$31.5K
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-300- 3.63% |
$31.4K - $32.5K
|
7.97K
$840K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-281- 44.67% |
$29.4K - $30.5K
|
348
$36.7K
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-279- 5.7% |
$29.2K - $30.3K
|
4.62K
$487K
|
|
Jul 10, 2024
Q2 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-247- 7.11% |
$25.8K - $26.8K
|
3.23K
$340K
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-243- 10.63% |
$25.4K - $26.4K
|
2.04K
$215K
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-190- 0.67% |
$19.9K - $20.6K
|
28.2K
$2.97M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-173- 17.78% |
$18.1K - $18.8K
|
800
$84.3K
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-164- 4.34% |
$17.1K - $17.8K
|
3.62K
$381K
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
SELL
|
- |
-157- 7.48% |
$16.4K - $17K
|
1.94K
$205K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-154- 78.17% |
$16.1K - $16.7K
|
43
$4.53K
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-135- 1.92% |
$14.1K - $14.6K
|
6.89K
$726K
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-115- 51.11% |
$12K - $12.5K
|
110
$11.6K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-103- 4.84% |
$10.8K - $11.2K
|
2.02K
$213K
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-93- 41.89% |
$9.72K - $10.1K
|
129
$13.6K
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-75- 1.51% |
$7.84K - $8.13K
|
4.89K
$515K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-69- 50.36% |
$7.21K - $7.48K
|
68
$7.17K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-58- 58.0% |
$6.06K - $6.29K
|
42
$4.43K
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-52- 2.19% |
$5.44K - $5.64K
|
2.33K
$245K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-50- 2.78% |
$5.23K - $5.42K
|
1.75K
$184K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-50- 25.0% |
$5.23K - $5.42K
|
150
$15.8K
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-50- 1.61% |
$5.23K - $5.42K
|
3.06K
$323K
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-43- 12.39% |
$4.5K - $4.66K
|
304
$32K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-43- 2.17% |
$4.5K - $4.66K
|
1.94K
$204K
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-38- 1.82% |
$3.97K - $4.12K
|
2.05K
$216K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-36- 4.65% |
$3.76K - $3.9K
|
739
$77.9K
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-27- 0.51% |
$2.82K - $2.93K
|
5.25K
$553K
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-13- 0.46% |
$1.36K - $1.41K
|
2.83K
$298K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-9- 2.2% |
$941 - $976
|
400
$42.2K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-7- 1.87% |
$732 - $759
|
367
$38.7K
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-5- 12.5% |
$523 - $542
|
35
$3.69K
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-4- 0.2% |
$418 - $434
|
1.96K
$207K
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-4- 3.51% |
$418 - $434
|
110
$11.6K
|
|
Q1 2024 | |||||||
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-503K- 91.47% |
$53.8M - $55.6M
|
46.9K
$4.94M
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-169K- 94.86% |
$18M - $18.7M
|
9.13K
$962K
|
|
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-90K- 95.28% |
$9.63M - $9.96M
|
4.46K
$470K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-71.7K- 25.72% |
$7.67M - $7.93M
|
207K
$21.8M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-66.1K- 51.63% |
$7.07M - $7.31M
|
61.9K
$6.52M
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-56.6K- 96.26% |
$6.05M - $6.26M
|
2.2K
$231K
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-55.7K- 87.0% |
$5.96M - $6.16M
|
8.33K
$877K
|
|
May 14, 2024
Q1 2024
|
Bain Capital Credit, LP
Boston, MA |
SELL
|
- |
-30.2K- 23.13% |
$3.23M - $3.34M
|
100K
$10.6M
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-26.3K- 84.59% |
$2.81M - $2.91M
|
4.79K
$505K
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-24.1K- 90.62% |
$2.58M - $2.67M
|
2.5K
$263K
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-20.4K- 77.58% |
$2.19M - $2.26M
|
5.91K
$623K
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-19.2K- 53.45% |
$2.06M - $2.13M
|
16.7K
$1.76M
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-16.9K- 62.59% |
$1.8M - $1.86M
|
10.1K
$1.06M
|