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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-318- 1.35% |
$31.5K - $35K
|
23.2K
$2.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-312- 9.89% |
$31K - $34.3K
|
2.84K
$318K
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-299- 3.83% |
$29.7K - $32.9K
|
7.5K
$840K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-260- 63.41% |
$25.8K - $28.6K
|
150
$16.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-138- 0.5% |
$13.7K - $15.2K
|
27.5K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-95- 10.17% |
$9.42K - $10.5K
|
839
$94K
|
|
|
Jan 30, 2023
Q4 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-59- 0.82% |
$5.85K - $6.49K
|
7.14K
$800K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-34- 1.31% |
$3.37K - $3.74K
|
2.57K
$288K
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-29- 0.51% |
$2.88K - $3.19K
|
5.65K
$633K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-25- 14.62% |
$2.48K - $2.75K
|
146
$16.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-19- 0.92% |
$1.88K - $2.09K
|
2.04K
$228K
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-11- 0.46% |
$1.09K - $1.21K
|
2.36K
$264K
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-3- 0.08% |
$298 - $330
|
3.92K
$439K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-323K- 99.13% |
$32.7M - $37M
|
2.82K
$315K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-271KClosed |
$27.5M - $31.1M
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-87K- 45.79% |
$8.83M - $9.97M
|
103K
$11.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-26K- 35.52% |
$2.63M - $2.97M
|
47.1K
$5.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-23.2K- 90.74% |
$2.35M - $2.65M
|
2.36K
$265K
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-16.5K- 62.75% |
$1.68M - $1.89M
|
9.81K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
SELL
|
PUT |
-11.5K- 62.16% |
$1.17M - $1.32M
|
7K
$784K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-6.62K- 46.96% |
$672K - $759K
|
7.48K
$838K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.14K- 17.29% |
$521K - $589K
|
24.6K
$2.75M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-4.33KClosed |
$439K - $496K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.94K- 39.55% |
$298K - $337K
|
4.5K
$504K
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.18K- 49.41% |
$222K - $250K
|
2.24K
$250K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.65K- 50.0% |
$167K - $189K
|
1.65K
$185K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.1K- 18.65% |
$111K - $125K
|
4.78K
$535K
|
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1K- 17.52% |
$101K - $115K
|
4.71K
$527K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-1K- 20.62% |
$101K - $115K
|
3.85K
$431K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-918Closed |
$93.1K - $105K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-914- 17.62% |
$92.7K - $105K
|
4.27K
$479K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-892- 7.69% |
$90.5K - $102K
|
10.7K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-719- 24.37% |
$72.9K - $82.4K
|
2.23K
$250K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-562- 17.38% |
$57K - $64.4K
|
2.67K
$299K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-339- 2.08% |
$34.4K - $38.9K
|
16K
$1.79M
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-282- 9.68% |
$28.6K - $32.3K
|
2.63K
$295K
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-197- 4.66% |
$20K - $22.6K
|
4.04K
$452K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100- 64.52% |
$10.1K - $11.5K
|
55
$6.16K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-75- 22.94% |
$7.61K - $8.6K
|
252
$28.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-44- 2.76% |
$4.46K - $5.04K
|
1.55K
$174K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-24- 41.38% |
$2.43K - $2.75K
|
34
$3.81K
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-15- 0.61% |
$1.52K - $1.72K
|
2.43K
$273K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-10- 0.15% |
$1.01K - $1.15K
|
6.51K
$729K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-4.85M- 72.99% |
$521M - $590M
|
1.8M
$201M
|
|
|
Aug 15, 2022
Q2 2022
|
Naya Capital Management Uk LTD
London, X0 |
SELL
|
PUT |
-2.4MClosed |
$258M - $292M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
CALL |
-1MClosed |
$107M - $122M
|
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 01, 2022
Q2 2022
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-393KClosed |
$42.2M - $47.7M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Corre Partners Management, LLC
New York, NY |
SELL
|
PUT |
-391KClosed |
$42M - $47.5M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-140K- 97.63% |
$15M - $17M
|
3.39K
$379K
|
|