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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-244- 3.95% |
$26.1K - $27K
|
5.93K
$643K
|
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
PUT |
6MNew |
$642M - $664M
|
6M
$651M
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-182- 6.37% |
$19.5K - $20.1K
|
2.67K
$290K
|
|
|
May 09, 2024
Q1 2024
|
Ppm America Inc
Chicago, IL |
BUY
|
- |
5.48KNew |
$586K - $606K
|
5.48K
$594K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.43K+ 45.21% |
$153K - $158K
|
4.58K
$497K
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
13.2KNew |
$1.41M - $1.46M
|
13.2K
$1.43M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
102+ 2.8% |
$10.9K - $11.3K
|
3.75K
$406K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-313- 38.5% |
$33.5K - $34.6K
|
500
$54.2K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5KNew |
$535K - $553K
|
5K
$542K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
22.6KNew |
$2.41M - $2.5M
|
22.6K
$2.45M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.99KNew |
$319K - $330K
|
2.99K
$324K
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
18.8KNew |
$2.01M - $2.08M
|
18.8K
$2.04M
|
|
|
May 07, 2024
Q1 2024
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
86KNew |
$9.2M - $9.51M
|
86K
$9.32M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
24.2K+ 21.27% |
$2.58M - $2.67M
|
138K
$14.9M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.44K- 91.51% |
$260K - $269K
|
226
$24.5K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
3.88K+ 10.26% |
$415K - $429K
|
41.7K
$4.52M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.1KNew |
$653K - $675K
|
6.1K
$662K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
17New |
$1.82K - $1.88K
|
17
$1.84K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-16- 42.11% |
$1.71K - $1.77K
|
22
$2.39K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-268- 85.62% |
$28.7K - $29.6K
|
45
$4.88K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-86- 30.07% |
$9.2K - $9.51K
|
200
$21.7K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-34- 85.0% |
$3.64K - $3.76K
|
6
$651
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
5K+ 6.78% |
$535K - $553K
|
78.7K
$8.53M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
93.2KNew |
$9.97M - $10.3M
|
93.2K
$10.1M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
82.2KNew |
$8.8M - $9.1M
|
82.2K
$8.92M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
13.1KNew |
$1.4M - $1.45M
|
13.1K
$1.42M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
21.9K+ 52.08% |
$2.34M - $2.42M
|
64K
$6.94M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-6.68K- 41.0% |
$715K - $739K
|
9.61K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-56.6K- 96.26% |
$6.05M - $6.26M
|
2.2K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-150- 4.9% |
$16K - $16.6K
|
2.91K
$316K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
200New |
$21.4K - $22.1K
|
200
$21.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-200- 9.5% |
$21.4K - $22.1K
|
1.91K
$207K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
12New |
$1.28K - $1.33K
|
12
$1.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
430+ 4.03% |
$46K - $47.6K
|
11.1K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-12.7K- 65.71% |
$1.36M - $1.4M
|
6.62K
$718K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.39KNew |
$469K - $485K
|
4.39K
$475K
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-4- 0.14% |
$428 - $443
|
2.83K
$307K
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2.17KNew |
$232K - $240K
|
2.17K
$235K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
80+ 4.15% |
$8.56K - $8.85K
|
2.01K
$218K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
8.84K+ 359.29% |
$945K - $977K
|
11.3K
$1.22M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-503- 97.1% |
$53.8K - $55.6K
|
15
$1.63K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-16- 11.27% |
$1.71K - $1.77K
|
126
$13.7K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-6- 40.0% |
$642 - $664
|
9
$976
|
|
|
Apr 24, 2024
Q1 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
618K+ 18.06% |
$66.1M - $68.4M
|
4.04M
$438M
|
|
|
Apr 22, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
64.5KNew |
$6.9M - $7.14M
|
64.5K
$7M
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
19+ 0.61% |
$2.03K - $2.1K
|
3.15K
$341K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-16.9K- 62.59% |
$1.8M - $1.86M
|
10.1K
$1.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7.04KNew |
$753K - $779K
|
7.04K
$763K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-4.49KClosed |
$480K - $497K
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-2.5K- 24.51% |
$267K - $277K
|
7.7K
$835K
|