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 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
119+ 3.21% |
$12.6K - $13.5K
|
3.82K
$414K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-809- 21.3% |
$85.8K - $92K
|
2.99K
$324K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-27- 0.28% |
$2.86K - $3.07K
|
9.73K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-205- 0.07% |
$21.8K - $23.3K
|
276K
$29.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
42New |
$4.46K - $4.78K
|
42
$4.55K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14New |
$1.49K - $1.59K
|
14
$1.52K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
162K+ 38.48% |
$17.1M - $18.4M
|
582K
$63.1M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
28.3KNew |
$3M - $3.22M
|
28.3K
$3.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
56+ 0.29% |
$5.94K - $6.37K
|
19.7K
$2.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.85K- 1.13% |
$515K - $552K
|
424K
$46M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-114- 5.45% |
$12.1K - $13K
|
1.98K
$214K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.1KNew |
$223K - $239K
|
2.1K
$228K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-562- 1.67% |
$59.6K - $63.9K
|
33.1K
$3.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-272K- 31.61% |
$28.9M - $31M
|
589K
$63.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-34- 0.42% |
$3.61K - $3.87K
|
7.99K
$866K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.56K- 15.97% |
$272K - $291K
|
13.5K
$1.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-99- 3.94% |
$10.5K - $11.3K
|
2.41K
$262K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
124+ 1.88% |
$13.2K - $14.1K
|
6.72K
$728K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-195- 1.96% |
$20.7K - $22.2K
|
9.77K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.04K+ 5.25% |
$111K - $119K
|
20.9K
$2.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.86KNew |
$410K - $439K
|
3.86K
$419K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
462+ 0.86% |
$49K - $52.5K
|
54.3K
$5.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-119- 69.59% |
$12.6K - $13.5K
|
52
$5.64K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
44.2KNew |
$4.69M - $5.03M
|
44.2K
$4.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4New |
$424 - $455
|
4
$434
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.49KNew |
$158K - $169K
|
1.49K
$161K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-9.69K- 6.68% |
$1.03M - $1.1M
|
135K
$14.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.66K+ 112.11% |
$494K - $530K
|
8.81K
$956K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
11.5K+ 544.44% |
$1.22M - $1.3M
|
13.6K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
907+ 1.81% |
$96.2K - $103K
|
51.1K
$5.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-26- 1.73% |
$2.76K - $2.96K
|
1.48K
$160K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14.6K- 93.18% |
$1.55M - $1.67M
|
1.07K
$116K
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
113KNew |
$12M - $12.8M
|
113K
$12.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-792- 20.17% |
$84K - $90.1K
|
3.14K
$340K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-117- 1.76% |
$12.4K - $13.3K
|
6.54K
$709K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
92.1KNew |
$9.77M - $10.5M
|
92.1K
$9.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
29.6K+ 30.41% |
$3.14M - $3.36M
|
127K
$13.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.13K+ 5.64% |
$544K - $583K
|
96K
$10.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
34.8K+ 18.52% |
$3.7M - $3.96M
|
223K
$24.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
720+ 12.0% |
$76.4K - $81.9K
|
6.72K
$729K
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
14.2K+ 7.36% |
$1.51M - $1.61M
|
207K
$22.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
8.94K+ 4.38% |
$949K - $1.02M
|
213K
$23.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.91K- 4.67% |
$202K - $217K
|
39K
$4.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-508- 3.03% |
$53.9K - $57.8K
|
16.3K
$1.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4.16K- 3.25% |
$441K - $473K
|
124K
$13.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 1.0% |
$10.6K - $11.4K
|
9.87K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
102New |
$10.8K - $11.6K
|
102
$11.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
55+ 1.09% |
$5.84K - $6.25K
|
5.12K
$555K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
133+ 0.85% |
$14.1K - $15.1K
|
15.8K
$1.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
145+ 0.31% |
$15.4K - $16.5K
|
47.3K
$5.13M
|