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 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-24- 41.38% |
$2.43K - $2.75K
|
34
$3.71K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.16K+ 17.87% |
$118K - $133K
|
7.67K
$837K
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-16.5K- 62.75% |
$1.68M - $1.89M
|
9.81K
$1.07M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
500New |
$50.7K - $57.3K
|
500
$54.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-87K- 45.79% |
$8.83M - $9.97M
|
103K
$11.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
PUT |
5MNew |
$507M - $573M
|
5M
$546M
|
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.82KNew |
$286K - $323K
|
2.82K
$308K
|
|
|
Nov 01, 2022
Q3 2022
|
Boundary Creek Advisors LP
|
BUY
|
CALL |
500KNew |
$50.7M - $57.3M
|
500K
$54.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100- 64.52% |
$10.1K - $11.5K
|
55
$6K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-357- 50.21% |
$36.2K - $40.9K
|
354
$38.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.14K- 17.29% |
$521K - $589K
|
24.6K
$2.68M
|
|
|
Oct 28, 2022
Q3 2022
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
4.6K+ 35.94% |
$467K - $527K
|
17.4K
$1.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
495+ 11.83% |
$50.2K - $56.7K
|
4.68K
$511K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-562- 17.38% |
$57K - $64.4K
|
2.67K
$291K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
71New |
$7.2K - $8.14K
|
71
$7.75K
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.12KNew |
$215K - $243K
|
2.12K
$231K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
341+ 11.63% |
$34.6K - $39.1K
|
3.27K
$357K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3+ 0.74% |
$304 - $344
|
411
$44.8K
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-15- 0.61% |
$1.52K - $1.72K
|
2.43K
$265K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-6.62K- 46.96% |
$672K - $759K
|
7.48K
$816K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-4.33KClosed |
$439K - $496K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
3.12KNew |
$316K - $358K
|
3.12K
$340K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-1K- 20.62% |
$101K - $115K
|
3.85K
$420K
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-282- 9.68% |
$28.6K - $32.3K
|
2.63K
$287K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
3.36KNew |
$341K - $385K
|
3.36K
$366K
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
21.3KNew |
$2.16M - $2.44M
|
21.3K
$2.32M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.04KNew |
$207K - $233K
|
2.04K
$222K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
380New |
$38.5K - $43.6K
|
380
$41.5K
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
BUY
|
- |
126+ 0.65% |
$12.8K - $14.4K
|
19.5K
$2.13M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7New |
$752 - $851
|
7
$764
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-683- 9.82% |
$73.4K - $83K
|
6.27K
$685K
|
|
|
Oct 17, 2023
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
PUT |
20KNew |
$2.15M - $2.43M
|
20K
$2.18M
|
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-8.84K- 75.7% |
$950K - $1.07M
|
2.84K
$310K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-1.56K- 17.03% |
$167K - $189K
|
7.59K
$828K
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.45KClosed |
$263K - $297K
|
0
$0
|
|
|
Sep 07, 2022
Q2 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-30Closed |
$3.22K - $3.65K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-650Closed |
$69.8K - $79K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
104KNew |
$11.2M - $12.6M
|
104K
$11.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.24KClosed |
$133K - $150K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-212Closed |
$22.8K - $25.8K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
- |
-75KClosed |
$8.06M - $9.11M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
PUT |
-500KClosed |
$53.7M - $60.8M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
49New |
$5.26K - $5.95K
|
49
$5.35K
|
|
|
Aug 15, 2022
Q2 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
660KNew |
$70.9M - $80.2M
|
660K
$72M
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-1.16K- 5.9% |
$124K - $141K
|
18.5K
$2.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-4.9KClosed |
$526K - $595K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3.02K- 42.37% |
$324K - $367K
|
4.11K
$448K
|
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
PUT |
-100K- 16.67% |
$10.7M - $12.2M
|
500K
$54.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-36.5K- 50.0% |
$3.92M - $4.44M
|
36.5K
$3.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-33.7KClosed |
$3.62M - $4.09M
|
0
$0
|
|