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 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-20Closed |
$2.37K - $2.62K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-7.08KClosed |
$839K - $930K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.85KClosed |
$574K - $636K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-206- 9.05% |
$24.4K - $27K
|
2.07K
$226K
|
|
|
Apr 27, 2022
Q1 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-5.86KClosed |
$694K - $769K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.57KClosed |
$186K - $206K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.63KClosed |
$193K - $214K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-28Closed |
$3.32K - $3.67K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-99Closed |
$11.7K - $13K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-137Closed |
$16.2K - $18K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.29KClosed |
$627K - $694K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-1.27KClosed |
$150K - $166K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-3.35KClosed |
$397K - $439K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-171Closed |
$20.3K - $22.4K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.31KClosed |
$274K - $303K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-216K- 88.03% |
$25.5M - $28.3M
|
29.3K
$3.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
456+ 18.17% |
$54K - $59.8K
|
2.97K
$324K
|
|
|
Apr 18, 2022
Q1 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-3KClosed |
$355K - $394K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
SELL
|
- |
-1.8KClosed |
$214K - $237K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.83KClosed |
$572K - $633K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-4.54KClosed |
$537K - $595K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-1.56KClosed |
$184K - $204K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-72.9KClosed |
$8.63M - $9.56M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-12.5KClosed |
$1.48M - $1.64M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
SELL
|
- |
-47Closed |
$5.57K - $6.17K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-398Closed |
$47.1K - $52.2K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.98KClosed |
$234K - $259K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-311Closed |
$36.8K - $40.8K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-659Closed |
$78.1K - $86.5K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
7.9KNew |
$936K - $1.04M
|
7.9K
$862K
|
|
|
Apr 12, 2022
Q1 2022
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.56KClosed |
$184K - $204K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.17K- 28.36% |
$139K - $154K
|
2.96K
$322K
|
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-17.4KClosed |
$2.06M - $2.29M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-5.54KClosed |
$656K - $727K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.92KClosed |
$464K - $514K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
SELL
|
- |
-3.12KClosed |
$370K - $410K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
SELL
|
- |
-136- 6.8% |
$16.1K - $17.8K
|
1.86K
$203K
|
|
|
Apr 05, 2022
Q1 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-47.9KClosed |
$5.67M - $6.29M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.58KNew |
$338K - $348K
|
2.58K
$281K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6- 0.23% |
$786 - $809
|
2.62K
$286K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
89New |
$11.7K - $12K
|
89
$9.71K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
422New |
$55.3K - $56.9K
|
422
$46K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
118New |
$15.5K - $15.9K
|
118
$12.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-47Closed |
$6.16K - $6.34K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.52KClosed |
$199K - $205K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-87.3KClosed |
$11.4M - $11.8M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-107Closed |
$14K - $14.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Baymount Management LP
Miami, FL |
SELL
|
PUT |
-1MClosed |
$131M - $135M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ovata Capital Management LTD
|
SELL
|
- |
-1.65KClosed |
$216K - $223K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-5.32KClosed |
$697K - $718K
|
0
$0
|
|