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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11.3K- 62.83% |
$1.21M - $1.25M
|
6.66K
$727K
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-31- 1.39% |
$3.32K - $3.43K
|
2.2K
$240K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.11K- 50.04% |
$226K - $233K
|
2.11K
$230K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-55.7K- 87.0% |
$5.96M - $6.16M
|
8.33K
$908K
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-24.1K- 90.62% |
$2.58M - $2.67M
|
2.5K
$272K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1K+ 16.92% |
$107K - $111K
|
6.91K
$754K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.67KNew |
$286K - $295K
|
2.67K
$291K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
2+ 0.08% |
$214 - $221
|
2.45K
$267K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.06K- 32.57% |
$113K - $117K
|
2.19K
$239K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
58New |
$6.2K - $6.42K
|
58
$6.33K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.41M+ 1143.43% |
$138M - $157M
|
1.53M
$167M
|
|
|
May 07, 2025
Q4 2023
|
Symmetry Investments LP
|
BUY
|
PUT |
425KNew |
$41.8M - $47.3M
|
425K
$46.4M
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-660- 18.36% |
$64.9K - $73.5K
|
2.94K
$320K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.22KNew |
$219K - $248K
|
2.22K
$243K
|
|
|
May 15, 2024
Q4 2023
|
Empower Annuity Insurance CO
Greenwood Village, CO |
BUY
|
- |
2.46MNew |
$241M - $274M
|
2.46M
$268M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
14New |
$1.38K - $1.56K
|
14
$1.53K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
17New |
$1.67K - $1.89K
|
17
$1.86K
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.48KNew |
$440K - $499K
|
4.48K
$489K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
155New |
$15.2K - $17.3K
|
155
$16.9K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3.03K+ 3.6% |
$298K - $337K
|
87.2K
$9.52M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
39New |
$3.83K - $4.34K
|
39
$4.26K
|
|
|
Feb 15, 2024
Q4 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
23.5KNew |
$2.31M - $2.62M
|
23.5K
$2.56M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-649- 6.12% |
$63.8K - $72.3K
|
9.95K
$1.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
4+ 8.33% |
$393 - $445
|
52
$5.67K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.61K+ 63.76% |
$354K - $402K
|
9.26K
$1.01M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
95New |
$9.34K - $10.6K
|
95
$10.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-425K- 81.73% |
$41.8M - $47.3M
|
95K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
25New |
$2.46K - $2.78K
|
25
$2.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-698- 21.74% |
$68.6K - $77.7K
|
2.51K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.35M+ 35905.74% |
$133M - $150M
|
1.35M
$148M
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
100KNew |
$9.83M - $11.1M
|
100K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 43.54% |
$120K - $136K
|
4.03K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
294+ 11.76% |
$28.9K - $32.7K
|
2.79K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
671+ 20.3% |
$65.9K - $74.7K
|
3.98K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-10.5KClosed |
$1.03M - $1.17M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.6K- 24.59% |
$845K - $957K
|
26.4K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
524K+ 1278.05% |
$51.5M - $58.4M
|
565K
$61.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
51.5K+ 194.11% |
$5.06M - $5.73M
|
78K
$8.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
76.6KNew |
$7.53M - $8.53M
|
76.6K
$8.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
190K+ 366.22% |
$18.6M - $21.1M
|
242K
$26.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Pharo Management, Inc.
New York, NY |
BUY
|
PUT |
2.7MNew |
$265M - $301M
|
2.7M
$295M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.59KNew |
$451K - $511K
|
4.59K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
4.46KNew |
$438K - $496K
|
4.46K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
701New |
$68.9K - $78.1K
|
701
$76.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.48KNew |
$244K - $276K
|
2.48K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
69New |
$6.78K - $7.68K
|
69
$7.53K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
560New |
$55K - $62.4K
|
560
$61.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-16- 0.65% |
$1.57K - $1.78K
|
2.43K
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
35.9KNew |
$3.53M - $4M
|
35.9K
$3.92M
|
|