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 |
---|---|---|---|---|---|---|---|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
528+ 25.69% |
$56.7K - $64.2K
|
2.58K
$282K
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-5.23KClosed |
$562K - $636K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-134Closed |
$14.4K - $16.3K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-120- 5.4% |
$12.9K - $14.6K
|
2.1K
$229K
|
|
Aug 04, 2022
Q2 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-4KClosed |
$430K - $486K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
167+ 6.54% |
$17.9K - $20.3K
|
2.72K
$297K
|
|
Aug 03, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.93KClosed |
$315K - $356K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.79KClosed |
$192K - $217K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-3.79KClosed |
$407K - $461K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-683- 17.54% |
$73.4K - $83K
|
3.21K
$350K
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
57+ 2.87% |
$6.12K - $6.93K
|
2.05K
$223K
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-32.1K- 59.5% |
$3.45M - $3.9M
|
21.9K
$2.38M
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-21KClosed |
$2.25M - $2.55M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.83KClosed |
$197K - $223K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-2.67KClosed |
$287K - $325K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-393KClosed |
$42.2M - $47.7M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.38KClosed |
$363K - $410K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-100- 4.24% |
$10.7K - $12.2K
|
2.26K
$247K
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2.69KClosed |
$289K - $326K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-4.07K- 82.36% |
$437K - $494K
|
871
$95K
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-11.5KClosed |
$1.24M - $1.4M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-315Closed |
$33.8K - $38.3K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-888Closed |
$95.4K - $108K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-187Closed |
$20.1K - $22.7K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.35KClosed |
$253K - $286K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-18.4KClosed |
$1.98M - $2.24M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-2.02KClosed |
$217K - $245K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-2.2KClosed |
$236K - $267K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-140K- 97.63% |
$15M - $17M
|
3.39K
$370K
|
|
Jul 26, 2022
Q2 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-5.55KClosed |
$596K - $675K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-155- 6.2% |
$16.6K - $18.8K
|
2.35K
$256K
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
SELL
|
- |
-101KClosed |
$10.8M - $12.2M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Symmetry Investments LP
|
SELL
|
- |
-165KClosed |
$17.7M - $20M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Bernzott Capital Advisors
|
SELL
|
- |
-2.72KClosed |
$292K - $331K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
50+ 166.67% |
$5.37K - $6.08K
|
80
$8.73K
|
|
Jul 25, 2022
Q2 2022
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-9.46KClosed |
$1.02M - $1.15M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-722Closed |
$77.6K - $87.7K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
36+ 21.95% |
$3.87K - $4.37K
|
200
$21.8K
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-47.8KClosed |
$5.13M - $5.8M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-37Closed |
$3.97K - $4.5K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-20- 26.32% |
$2.15K - $2.43K
|
56
$6.11K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-202Closed |
$21.7K - $24.5K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-1.94KClosed |
$208K - $235K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
2.17KNew |
$233K - $264K
|
2.17K
$237K
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-4.57KClosed |
$490K - $555K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.37KClosed |
$254K - $288K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
5.71KNew |
$614K - $694K
|
5.71K
$624K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-43.6KClosed |
$4.69M - $5.3M
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.73KClosed |
$185K - $210K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-1.98KClosed |
$213K - $241K
|
0
$0
|