Latest Institutional Transactions on Ishares Iboxx $ Investment Gra (LQD)
This table provides information on the latest institutional transactions involving Ishares Iboxx $ Investment Gra (LQD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.2K- 91.04% |
$1.93M - $2.07M
|
1.79K
$196K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
21.9KNew |
$2.32M - $2.49M
|
21.9K
$2.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-51- 65.38% |
$5.41K - $5.8K
|
27
$2.95K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
156New |
$16.6K - $17.7K
|
156
$17K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
472New |
$50.1K - $53.7K
|
472
$51.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.4KNew |
$149K - $159K
|
1.4K
$153K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-18- 0.39% |
$1.91K - $2.05K
|
4.57K
$498K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
10.9K+ 3.31% |
$1.15M - $1.24M
|
339K
$37M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-95- 1.92% |
$10.1K - $10.8K
|
4.85K
$529K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-14.1K- 99.91% |
$1.5M - $1.61M
|
13
$1.42K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
5.65KNew |
$600K - $643K
|
5.65K
$617K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
51+ 2.62% |
$5.41K - $5.8K
|
2K
$218K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
23.6KNew |
$2.51M - $2.69M
|
23.6K
$2.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.26KNew |
$240K - $257K
|
2.26K
$247K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.95K- 5.29% |
$207K - $222K
|
34.9K
$3.81M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.12KNew |
$225K - $241K
|
2.12K
$231K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
23New |
$2.44K - $2.62K
|
23
$2.51K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11.7KNew |
$1.24M - $1.33M
|
11.7K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-326- 13.09% |
$34.6K - $37.1K
|
2.16K
$236K
|
|
|
Oct 29, 2024
Q3 2024
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
PUT |
200KNew |
$21.2M - $22.7M
|
200K
$21.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.66KNew |
$494K - $530K
|
4.66K
$508K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-32.4K- 12.96% |
$3.44M - $3.68M
|
218K
$23.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.09K+ 6.34% |
$221K - $237K
|
35K
$3.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
25+ 1.08% |
$2.65K - $2.84K
|
2.35K
$256K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25+ 0.46% |
$2.65K - $2.84K
|
5.43K
$593K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
16.8KNew |
$1.78M - $1.91M
|
16.8K
$1.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-110- 3.75% |
$11.7K - $12.5K
|
2.83K
$308K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-180K- 97.95% |
$19.1M - $20.5M
|
3.77K
$412K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-537- 88.61% |
$57K - $61.1K
|
69
$7.53K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-10- 0.5% |
$1.06K - $1.14K
|
1.99K
$217K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-449- 6.2% |
$47.6K - $51.1K
|
6.8K
$742K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.53KNew |
$799K - $856K
|
7.53K
$822K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.69K- 0.43% |
$179K - $192K
|
391K
$42.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
123+ 18.78% |
$13.1K - $14K
|
778
$84.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.31K- 50.02% |
$245K - $263K
|
2.31K
$252K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-61- 50.41% |
$6.47K - $6.94K
|
60
$6.55K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
18.5KNew |
$1.97M - $2.11M
|
18.5K
$2.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-10.9K- 27.82% |
$1.15M - $1.24M
|
28.2K
$3.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
42New |
$4.46K - $4.78K
|
42
$4.58K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14New |
$1.49K - $1.59K
|
14
$1.53K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
162K+ 38.48% |
$17.1M - $18.4M
|
582K
$63.5M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
28.3KNew |
$3M - $3.22M
|
28.3K
$3.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.85K- 1.13% |
$515K - $552K
|
424K
$46.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.1KNew |
$223K - $239K
|
2.1K
$229K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4New |
$424 - $455
|
4
$436
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.49KNew |
$158K - $169K
|
1.49K
$162K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
102New |
$10.8K - $11.6K
|
102
$11.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.69K+ 130.74% |
$392K - $420K
|
6.52K
$711K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.41KNew |
$256K - $275K
|
2.41K
$263K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-3.28K- 43.3% |
$348K - $373K
|
4.29K
$469K
|