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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
16.5KNew |
$1.75M - $1.88M
|
16.5K
$1.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.17K- 55.28% |
$336K - $360K
|
2.56K
$278K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.26KNew |
$240K - $257K
|
2.26K
$245K
|
|
|
Oct 30, 2024
Q3 2024
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-3.33K- 26.79% |
$353K - $378K
|
9.09K
$986K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.95K- 5.29% |
$207K - $222K
|
34.9K
$3.79M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.12KNew |
$225K - $241K
|
2.12K
$230K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.21K+ 50.64% |
$552K - $592K
|
15.5K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
13+ 0.3% |
$1.38K - $1.48K
|
4.36K
$473K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-46- 0.05% |
$4.88K - $5.23K
|
85.5K
$9.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
16.6K+ 81.16% |
$1.76M - $1.89M
|
37.1K
$4.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
141+ 4.29% |
$15K - $16K
|
3.43K
$371K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
23New |
$2.44K - $2.62K
|
23
$2.49K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.53% |
$531 - $569
|
947
$103K
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
6.16K+ 6.53% |
$653K - $700K
|
100K
$10.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11.7KNew |
$1.24M - $1.33M
|
11.7K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-326- 13.09% |
$34.6K - $37.1K
|
2.16K
$235K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
560+ 8.41% |
$59.4K - $63.7K
|
7.22K
$782K
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
BUY
|
- |
3.59K+ 15.65% |
$381K - $408K
|
26.5K
$2.87M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-189- 62.17% |
$20.1K - $21.5K
|
115
$12.5K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
4.29K+ 25.34% |
$455K - $488K
|
21.2K
$2.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
46+ 66.67% |
$4.88K - $5.23K
|
115
$12.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
PUT |
200KNew |
$21.2M - $22.7M
|
200K
$21.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-351- 11.52% |
$37.2K - $39.9K
|
2.7K
$292K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.66KNew |
$494K - $530K
|
4.66K
$505K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8.09K+ 11.47% |
$858K - $919K
|
78.6K
$8.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
55.8K+ 83314.93% |
$5.92M - $6.35M
|
55.9K
$6.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-32.4K- 12.96% |
$3.44M - $3.68M
|
218K
$23.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.05K+ 15.86% |
$112K - $120K
|
7.68K
$833K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.37K- 5.33% |
$251K - $269K
|
42K
$4.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.09K+ 6.34% |
$221K - $237K
|
35K
$3.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
169+ 0.73% |
$17.9K - $19.2K
|
23.5K
$2.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
25+ 1.08% |
$2.65K - $2.84K
|
2.35K
$254K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
236+ 2.86% |
$25K - $26.8K
|
8.5K
$921K
|
|
|
Oct 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-25.7K- 30.77% |
$2.73M - $2.92M
|
57.8K
$6.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-2.19K- 3.61% |
$232K - $249K
|
58.3K
$6.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.4K+ 32.77% |
$1.85M - $1.98M
|
70.6K
$7.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25+ 0.46% |
$2.65K - $2.84K
|
5.43K
$589K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
16.8KNew |
$1.78M - $1.91M
|
16.8K
$1.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.92% |
$212 - $227
|
219
$23.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-32.2K- 29.79% |
$3.42M - $3.66M
|
75.8K
$8.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33K- 17.94% |
$3.5M - $3.75M
|
151K
$16.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
263+ 32.67% |
$27.9K - $29.9K
|
1.07K
$116K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
25.7K+ 31.79% |
$2.73M - $2.92M
|
107K
$11.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-47- 0.82% |
$4.99K - $5.34K
|
5.68K
$616K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
CALL |
100KNew |
$10.6M - $11.4M
|
100K
$10.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-110- 3.75% |
$11.7K - $12.5K
|
2.83K
$307K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7+ 0.13% |
$743 - $796
|
5.56K
$603K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
118+ 2.81% |
$12.5K - $13.4K
|
4.32K
$468K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
98+ 1.81% |
$10.4K - $11.1K
|
5.5K
$597K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-2.38K- 3.03% |
$252K - $270K
|
76.1K
$8.26M
|