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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
151New |
$15.8K - $16.4K
|
151
$16.4K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
718New |
$75.1K - $77.9K
|
718
$77.9K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
427New |
$44.6K - $46.3K
|
427
$46.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-833- 9.7% |
$87.1K - $90.3K
|
7.75K
$840K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
955+ 9.74% |
$99.8K - $104K
|
10.8K
$1.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3New |
$314 - $325
|
3
$325
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
188New |
$19.7K - $20.4K
|
188
$20.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-300- 3.63% |
$31.4K - $32.5K
|
7.97K
$864K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.19KNew |
$229K - $237K
|
2.19K
$237K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-562- 20.53% |
$58.8K - $61K
|
2.18K
$236K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-15.1K- 26.38% |
$1.58M - $1.64M
|
42.2K
$4.58M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
9+ 0.19% |
$941 - $976
|
4.87K
$528K
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.85K+ 39.65% |
$821K - $851K
|
27.7K
$3M
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
SELL
|
- |
-157- 7.48% |
$16.4K - $17K
|
1.94K
$211K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
126New |
$13.2K - $13.7K
|
126
$13.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
19+ 24.36% |
$1.99K - $2.06K
|
97
$10.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-243- 10.63% |
$25.4K - $26.4K
|
2.04K
$222K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.69KNew |
$281K - $292K
|
2.69K
$292K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-333- 13.84% |
$34.8K - $36.1K
|
2.07K
$225K
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-40.3K- 85.7% |
$4.21M - $4.37M
|
6.72K
$729K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-103- 4.84% |
$10.8K - $11.2K
|
2.02K
$219K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
7+ 2.59% |
$732 - $759
|
277
$30K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$286K - $297K
|
2.74K
$297K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-58- 58.0% |
$6.06K - $6.29K
|
42
$4.55K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
32+ 16.58% |
$3.35K - $3.47K
|
225
$24.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-8.02K- 80.21% |
$839K - $870K
|
1.98K
$215K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-325- 52.08% |
$34K - $35.2K
|
299
$32.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-36- 4.65% |
$3.76K - $3.9K
|
739
$80.1K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
2.28K+ 3.12% |
$238K - $247K
|
75.4K
$8.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
16.6KNew |
$1.74M - $1.8M
|
16.6K
$1.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-4- 3.51% |
$418 - $434
|
110
$11.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-247- 7.11% |
$25.8K - $26.8K
|
3.23K
$350K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.05KNew |
$110K - $114K
|
1.05K
$114K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-115- 51.11% |
$12K - $12.5K
|
110
$11.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
65New |
$6.8K - $7.05K
|
65
$7.05K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.66K+ 4.39% |
$278K - $288K
|
63.2K
$6.85M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-5- 12.5% |
$523 - $542
|
35
$3.8K
|
|
| Q1 2024 | |||||||
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.67KNew |
$286K - $295K
|
2.67K
$290K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
235New |
$25.1K - $26K
|
235
$25.5K
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
PUT |
9.26KNew |
$990K - $1.02M
|
9.26K
$1M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
PUT |
9.26KNew |
$990K - $1.02M
|
9.26K
$1M
|
|
|
Aug 29, 2024
Q1 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
81.8KNew |
$8.75M - $9.05M
|
81.8K
$8.87M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
12KNew |
$1.28M - $1.33M
|
12K
$1.3M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-497- 95.21% |
$53.2K - $55K
|
25
$2.71K
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-26.3K- 84.59% |
$2.81M - $2.91M
|
4.79K
$520K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
66New |
$7.06K - $7.3K
|
66
$7.16K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-65- 1.71% |
$6.95K - $7.19K
|
3.74K
$405K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-7.8K- 65.41% |
$835K - $863K
|
4.13K
$447K
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-169K- 94.86% |
$18M - $18.7M
|
9.13K
$990K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
22New |
$2.35K - $2.43K
|
22
$2.39K
|
|