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 |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
15.3K+ 7.14% |
$1.63M - $1.69M
|
229K
$24.5M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
463K+ 176.41% |
$49.5M - $51.2M
|
726K
$77.6M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-56.4K- 48.02% |
$6.03M - $6.24M
|
61K
$6.52M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
14.5K+ 11.9% |
$1.55M - $1.6M
|
136K
$14.6M
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.61KNew |
$386K - $399K
|
3.61K
$385K
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-5.48K- 38.72% |
$587K - $607K
|
8.68K
$928K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
833+ 99.88% |
$89.1K - $92.2K
|
1.67K
$178K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-729- 1.81% |
$78K - $80.6K
|
39.5K
$4.23M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 1.89% |
$277K - $287K
|
135K
$14.4M
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-7.8K- 65.41% |
$835K - $863K
|
4.13K
$441K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.9K+ 21.25% |
$2.13M - $2.2M
|
113K
$12.1M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-21.5K- 6.18% |
$2.3M - $2.38M
|
327K
$35M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-21- 15.0% |
$2.25K - $2.32K
|
119
$12.7K
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
11+ 44.0% |
$1.18K - $1.22K
|
36
$3.85K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.2K+ 4.0% |
$3.24M - $3.35M
|
787K
$84.1M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.29K- 2.85% |
$137K - $142K
|
43.8K
$4.68M
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-157- 3.61% |
$16.8K - $17.4K
|
4.19K
$448K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-218- 10.42% |
$23.3K - $24.1K
|
1.88K
$200K
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-55.6K- 59.38% |
$5.95M - $6.15M
|
38.1K
$4.07M
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-33.7K- 88.46% |
$3.6M - $3.73M
|
4.39K
$469K
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-169K- 94.86% |
$18M - $18.7M
|
9.13K
$976K
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.41K- 18.32% |
$150K - $155K
|
6.27K
$670K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
22New |
$2.35K - $2.43K
|
22
$2.35K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-47.4K- 65.45% |
$5.07M - $5.25M
|
25K
$2.68M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
2.4K+ 3.16% |
$257K - $266K
|
78.3K
$8.37M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.5K+ 1.73% |
$1.23M - $1.27M
|
676K
$72.2M
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
113KNew |
$12M - $12.5M
|
113K
$12M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
47.6K+ 305.64% |
$5.1M - $5.27M
|
63.2K
$6.76M
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.83K- 23.16% |
$410K - $423K
|
12.7K
$1.36M
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
12.5K+ 44.64% |
$1.34M - $1.38M
|
40.5K
$4.33M
|
|
May 15, 2024
Q1 2024
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
PUT |
2.3MNew |
$246M - $254M
|
2.3M
$246M
|
|
May 15, 2024
Q1 2024
|
Fir Tree Capital Management LP
New York, NY |
SELL
|
CALL |
-11.8K- 2.67% |
$1.26M - $1.31M
|
431K
$46M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.9K+ 0.73% |
$3.2M - $3.31M
|
4.16M
$444M
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
20.1K+ 8.77% |
$2.15M - $2.22M
|
249K
$26.6M
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.18K+ 10.43% |
$127K - $131K
|
12.5K
$1.34M
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
468+ 2.71% |
$50.1K - $51.8K
|
17.8K
$1.9M
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-928K- 95.19% |
$99.3M - $103M
|
46.9K
$5.01M
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-44.8K- 63.96% |
$4.8M - $4.96M
|
25.3K
$2.7M
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-3.36K- 29.95% |
$360K - $372K
|
7.87K
$841K
|
|
May 15, 2024
Q1 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
900+ 4.02% |
$96.3K - $99.6K
|
23.3K
$2.49M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.94M- 24.18% |
$314M - $325M
|
9.21M
$985M
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-208- 1.95% |
$22.3K - $23K
|
10.5K
$1.12M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22.2K- 46.35% |
$2.37M - $2.45M
|
25.7K
$2.74M
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-863- 1.35% |
$92.3K - $95.5K
|
63.1K
$6.75M
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-70- 0.53% |
$7.49K - $7.74K
|
13.1K
$1.4M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-83.4K- 81.99% |
$8.92M - $9.22M
|
18.3K
$1.96M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.4K- 24.83% |
$1.11M - $1.15M
|
31.4K
$3.36M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.2K+ 1.7% |
$342K - $353K
|
191K
$20.4M
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
452K+ 74.02% |
$48.3M - $50M
|
1.06M
$114M
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
101KNew |
$10.8M - $11.1M
|
101K
$10.7M
|