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 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
195+ 2.57% |
$20.7K - $22.2K
|
7.77K
$843K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-137- 0.73% |
$14.5K - $15.6K
|
18.6K
$2.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
3+ 0.08% |
$318 - $341
|
3.67K
$398K
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
595+ 2.39% |
$63.1K - $67.7K
|
25.5K
$2.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
318+ 3.26% |
$33.7K - $36.2K
|
10.1K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
86+ 0.62% |
$9.13K - $9.78K
|
13.8K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.41K- 2.27% |
$150K - $161K
|
60.9K
$6.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-4.94K- 55.27% |
$524K - $561K
|
4K
$433K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-218- 2.68% |
$23.1K - $24.8K
|
7.91K
$858K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
85+ 11.64% |
$9.02K - $9.67K
|
815
$88.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-376- 5.29% |
$39.9K - $42.8K
|
6.74K
$730K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-833- 2.63% |
$88.4K - $94.7K
|
30.8K
$3.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-28K- 23.04% |
$2.97M - $3.18M
|
93.5K
$10.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.87K+ 1.59% |
$729K - $781K
|
438K
$47.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.1K+ 114.57% |
$117K - $125K
|
2.06K
$224K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
81+ 3.18% |
$8.59K - $9.21K
|
2.63K
$285K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
64+ 25.3% |
$6.79K - $7.28K
|
317
$34.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.87KNew |
$198K - $212K
|
1.87K
$202K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-15- 1.53% |
$1.59K - $1.71K
|
967
$105K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-987- 23.86% |
$105K - $112K
|
3.15K
$341K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
12K+ 5.07% |
$1.28M - $1.37M
|
250K
$27.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
75+ 8.36% |
$7.96K - $8.53K
|
972
$105K
|
|
|
Oct 10, 2024
Q3 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-70- 2.42% |
$7.43K - $7.96K
|
2.83K
$307K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
64+ 1.42% |
$6.79K - $7.28K
|
4.57K
$495K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.11K+ 10.11% |
$117K - $126K
|
12.1K
$1.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.99K+ 49.59% |
$317K - $340K
|
9.01K
$977K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.62KNew |
$490K - $525K
|
4.62K
$501K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.5K+ 13.01% |
$1.43M - $1.53M
|
117K
$12.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
196+ 3.93% |
$20.8K - $22.3K
|
5.19K
$562K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-7.27K- 4.5% |
$772K - $827K
|
154K
$16.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
211+ 398.11% |
$22.4K - $24K
|
264
$28.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
83.2K+ 6.27% |
$8.82M - $9.46M
|
1.41M
$153M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.19K+ 4.01% |
$232K - $249K
|
56.7K
$6.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
2.06KNew |
$218K - $234K
|
2.06K
$223K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-285- 5.22% |
$30.2K - $32.4K
|
5.18K
$562K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
14.8K+ 76.36% |
$1.57M - $1.69M
|
34.3K
$3.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
6.73K+ 166.52% |
$715K - $766K
|
10.8K
$1.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
872New |
$92.5K - $99.2K
|
872
$94.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-462- 32.72% |
$49K - $52.5K
|
950
$103K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
22.6KNew |
$2.4M - $2.57M
|
22.6K
$2.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
66+ 0.75% |
$7K - $7.51K
|
8.87K
$961K
|
|
|
Oct 09, 2024
Q3 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-5.18K- 24.03% |
$550K - $589K
|
16.4K
$1.78M
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-1.15K- 1.42% |
$122K - $131K
|
79.9K
$8.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-51- 0.5% |
$5.41K - $5.8K
|
10K
$1.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.02K+ 9.7% |
$533K - $571K
|
56.8K
$6.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-95- 0.01% |
$10.1K - $10.8K
|
683K
$74M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.85K+ 3.21% |
$196K - $210K
|
59.5K
$6.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-32- 0.33% |
$3.4K - $3.64K
|
9.68K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-227- 1.32% |
$24.1K - $25.8K
|
17K
$1.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
53.9K+ 15.58% |
$5.72M - $6.13M
|
400K
$43.3M
|