Latest Institutional Sells of Ishares Iboxx $ Investment Gra (LQD)
This list provides information on the latest institutional transactions involving Ishares Iboxx $ Investment Gra (LQD) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-50- 25.0% |
$5.23K - $5.42K
|
150
$16.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-50- 1.61% |
$5.23K - $5.42K
|
3.06K
$334K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-36- 4.65% |
$3.76K - $3.9K
|
739
$80.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-9- 2.2% |
$941 - $976
|
400
$43.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-7- 1.87% |
$732 - $759
|
367
$40K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-5- 12.5% |
$523 - $542
|
35
$3.82K
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-4- 0.2% |
$418 - $434
|
1.96K
$214K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-4- 3.51% |
$418 - $434
|
110
$12K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-169K- 94.86% |
$18M - $18.7M
|
9.13K
$996K
|
|
|
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-90K- 95.28% |
$9.63M - $9.96M
|
4.46K
$486K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-71.7K- 25.72% |
$7.67M - $7.93M
|
207K
$22.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-56.6K- 96.26% |
$6.05M - $6.26M
|
2.2K
$240K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-55.7K- 87.0% |
$5.96M - $6.16M
|
8.33K
$908K
|
|
|
May 14, 2024
Q1 2024
|
Bain Capital Credit, LP
Boston, MA |
SELL
|
- |
-30.2K- 23.13% |
$3.23M - $3.34M
|
100K
$10.9M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-26.3K- 84.59% |
$2.81M - $2.91M
|
4.79K
$523K
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-24.1K- 90.62% |
$2.58M - $2.67M
|
2.5K
$272K
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-20.4K- 77.58% |
$2.19M - $2.26M
|
5.91K
$645K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-19.2K- 53.45% |
$2.06M - $2.13M
|
16.7K
$1.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-16.9K- 62.59% |
$1.8M - $1.86M
|
10.1K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.6K- 57.18% |
$1.57M - $1.62M
|
11K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-12.7K- 65.71% |
$1.36M - $1.4M
|
6.62K
$722K
|
|
|
Apr 10, 2025
Q1 2024
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-12.5K- 64.6% |
$1.33M - $1.38M
|
6.83K
$745K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-11.5K- 67.29% |
$1.23M - $1.28M
|
5.61K
$612K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11.3K- 62.83% |
$1.21M - $1.25M
|
6.66K
$727K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.38K- 3.53% |
$1M - $1.04M
|
256K
$28M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-7.8K- 65.41% |
$835K - $863K
|
4.13K
$450K
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-6.68K- 41.0% |
$715K - $739K
|
9.61K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-6.66K- 74.59% |
$713K - $737K
|
2.27K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.02K- 57.68% |
$537K - $555K
|
3.68K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.65K- 62.39% |
$498K - $515K
|
2.8K
$306K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-4.49KClosed |
$480K - $497K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-3.31K- 50.39% |
$354K - $366K
|
3.26K
$355K
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-3.2KClosed |
$342K - $354K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-2.8K- 0.61% |
$300K - $310K
|
455K
$49.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-2.5K- 24.51% |
$267K - $277K
|
7.7K
$840K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.44K- 91.51% |
$260K - $269K
|
226
$24.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.11K- 50.04% |
$226K - $233K
|
2.11K
$230K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.76K- 8.96% |
$188K - $195K
|
17.9K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.73K- 75.11% |
$185K - $191K
|
573
$62.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.64K- 41.21% |
$176K - $182K
|
2.34K
$255K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.52K- 10.97% |
$162K - $168K
|
12.3K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.21K- 39.69% |
$130K - $134K
|
1.84K
$201K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.1K- 30.82% |
$118K - $122K
|
2.48K
$270K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.06K- 32.57% |
$113K - $117K
|
2.19K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.06K- 94.13% |
$113K - $117K
|
66
$7.2K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.05K- 33.33% |
$112K - $116K
|
2.1K
$229K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-503- 97.1% |
$53.8K - $55.6K
|
15
$1.64K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-313- 38.5% |
$33.5K - $34.6K
|
500
$54.6K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-244- 3.95% |
$26.1K - $27K
|
5.93K
$647K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-200- 9.5% |
$21.4K - $22.1K
|
1.91K
$208K
|
|