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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-18- 0.39% |
$1.91K - $2.05K
|
4.57K
$495K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
867+ 6.28% |
$92K - $98.6K
|
14.7K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-23.3K- 55.1% |
$2.47M - $2.65M
|
19K
$2.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-276- 23.63% |
$29.3K - $31.4K
|
892
$96.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-659- 1.79% |
$69.9K - $74.9K
|
36.2K
$3.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
386+ 2.46% |
$41K - $43.9K
|
16.1K
$1.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
419K+ 1491.35% |
$44.4M - $47.6M
|
447K
$48.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
4.13K+ 29.03% |
$439K - $470K
|
18.4K
$1.99M
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-15.9K- 10.07% |
$1.69M - $1.81M
|
142K
$15.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.33M+ 87.28% |
$141M - $151M
|
2.85M
$309M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.76KNew |
$293K - $314K
|
2.76K
$299K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
10.9K+ 3.31% |
$1.15M - $1.24M
|
339K
$36.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.35K+ 6.17% |
$143K - $153K
|
23.2K
$2.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-34.2K- 9.73% |
$3.63M - $3.89M
|
317K
$34.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-21.8K- 79.1% |
$2.32M - $2.48M
|
5.77K
$625K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-38.9K- 24.64% |
$4.13M - $4.42M
|
119K
$12.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-95- 1.92% |
$10.1K - $10.8K
|
4.85K
$526K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.11K+ 1.75% |
$542K - $581K
|
297K
$32.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
1.81K+ 5.59% |
$192K - $206K
|
34.2K
$3.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-12.3K- 4.54% |
$1.31M - $1.4M
|
259K
$28.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.11K- 1.76% |
$118K - $126K
|
62.2K
$6.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-860- 13.92% |
$91.3K - $97.8K
|
5.32K
$577K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
96+ 8.89% |
$10.2K - $10.9K
|
1.18K
$128K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-13.7K- 29.58% |
$1.45M - $1.56M
|
32.6K
$3.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.5K- 2.51% |
$1.11M - $1.19M
|
407K
$44.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-14.1K- 99.91% |
$1.5M - $1.61M
|
13
$1.41K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.65K+ 20.8% |
$175K - $187K
|
9.56K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
33+ 0.41% |
$3.5K - $3.75K
|
8.06K
$874K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.36K+ 138.02% |
$887K - $951K
|
14.4K
$1.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-885- 9.06% |
$93.9K - $101K
|
8.89K
$963K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.83KNew |
$619K - $663K
|
5.83K
$633K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
6.44K+ 12.36% |
$683K - $732K
|
58.5K
$6.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
10.1KNew |
$1.07M - $1.15M
|
10.1K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
45K+ 5.81% |
$4.77M - $5.12M
|
820K
$88.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
11.3K+ 365.11% |
$1.2M - $1.29M
|
14.4K
$1.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.25K- 9.41% |
$133K - $142K
|
12.1K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
5.65KNew |
$600K - $643K
|
5.65K
$613K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
16.8KNew |
$1.79M - $1.92M
|
16.8K
$1.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
618+ 30.07% |
$65.6K - $70.3K
|
2.67K
$290K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
31+ 0.63% |
$3.29K - $3.53K
|
4.96K
$538K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-21- 2.29% |
$2.23K - $2.39K
|
898
$97.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
51+ 2.62% |
$5.41K - $5.8K
|
2K
$217K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-798- 3.81% |
$84.7K - $90.7K
|
20.2K
$2.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.1K+ 4.86% |
$116K - $125K
|
23.6K
$2.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
14.9K+ 18.07% |
$1.58M - $1.69M
|
97.1K
$10.5M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-26.3K- 98.96% |
$2.8M - $3M
|
277
$30K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
23.6KNew |
$2.51M - $2.69M
|
23.6K
$2.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4- 0.12% |
$424 - $455
|
3.24K
$352K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-141- 0.55% |
$15K - $16K
|
25.7K
$2.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-145- 0.45% |
$15.4K - $16.5K
|
31.8K
$3.45M
|