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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-3- 0.08% |
$298 - $330
|
3.92K
$428K
|
|
|
Feb 08, 2023
Q4 2022
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
13.8MNew |
$1.37B - $1.52B
|
13.8M
$1.51B
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-424- 6.5% |
$42.1K - $46.7K
|
6.1K
$665K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-312- 9.89% |
$31K - $34.3K
|
2.84K
$310K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.03K- 18.01% |
$102K - $113K
|
4.68K
$511K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
14New |
$1.39K - $1.54K
|
14
$1.53K
|
|
|
Feb 06, 2023
Q4 2022
|
Amia Capital LLP
|
BUY
|
PUT |
200KNew |
$19.8M - $22M
|
200K
$21.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-138- 0.5% |
$13.7K - $15.2K
|
27.5K
$3.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-775- 26.35% |
$76.9K - $85.3K
|
2.17K
$236K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
88.6KNew |
$8.79M - $9.75M
|
88.6K
$9.67M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
2.89KNew |
$287K - $318K
|
2.89K
$316K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-260- 63.41% |
$25.8K - $28.6K
|
150
$16.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
29.4KNew |
$2.92M - $3.24M
|
29.4K
$3.21M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
65.6KNew |
$6.51M - $7.22M
|
65.6K
$7.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
26.3KNew |
$2.61M - $2.89M
|
26.3K
$2.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
435New |
$43.2K - $47.9K
|
435
$47.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1.57K- 4.71% |
$156K - $173K
|
31.8K
$3.47M
|
|
|
Jan 30, 2023
Q4 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-59- 0.82% |
$5.85K - $6.49K
|
7.14K
$779K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-778- 19.19% |
$77.2K - $85.6K
|
3.28K
$357K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
2+ 0.71% |
$198 - $220
|
283
$30.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
300New |
$29.8K - $33K
|
300
$32.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-559- 7.0% |
$55.5K - $61.5K
|
7.42K
$810K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.03% |
$298 - $330
|
8.8K
$960K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
25New |
$2.48K - $2.75K
|
25
$2.73K
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
BUY
|
- |
2.12KNew |
$211K - $234K
|
2.12K
$232K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
2+ 8.0% |
$198 - $220
|
27
$2.95K
|
|
|
Jan 26, 2023
Q4 2022
|
Nationwide Fund Advisors
|
SELL
|
- |
-4.35K- 3.38% |
$432K - $479K
|
124K
$13.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
238+ 9.13% |
$23.6K - $26.2K
|
2.85K
$310K
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
45.5K+ 207.62% |
$4.52M - $5.01M
|
67.5K
$7.36M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
294+ 4.42% |
$29.2K - $32.3K
|
6.95K
$758K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
4.57KNew |
$453K - $503K
|
4.57K
$498K
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-11- 0.46% |
$1.09K - $1.21K
|
2.36K
$257K
|
|
|
Jan 23, 2023
Q4 2022
|
Members Capital Advisors Inc
|
BUY
|
- |
2.16KNew |
$214K - $237K
|
2.16K
$235K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
287+ 2.68% |
$28.5K - $31.6K
|
11K
$1.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-4.45K- 58.2% |
$442K - $490K
|
3.2K
$349K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
7+ 0.54% |
$694 - $770
|
1.29K
$141K
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
2.8KNew |
$278K - $308K
|
2.8K
$306K
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-1.05K- 66.41% |
$104K - $116K
|
531
$57.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
750New |
$74.4K - $82.5K
|
750
$81.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.4KNew |
$1.03M - $1.14M
|
10.4K
$1.13M
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-19- 0.92% |
$1.88K - $2.09K
|
2.04K
$222K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
40New |
$3.97K - $4.4K
|
40
$4.36K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
192New |
$19K - $21.1K
|
192
$21K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-318- 1.35% |
$31.5K - $35K
|
23.2K
$2.53M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
37New |
$3.67K - $4.07K
|
37
$4.04K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
6New |
$595 - $660
|
6
$655
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$99.2 - $110
|
1
$109
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
151New |
$15K - $16.6K
|
151
$16.5K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
27.6KNew |
$2.8M - $3.16M
|
27.6K
$3.01M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-918Closed |
$93.1K - $105K
|
0
$0
|
|