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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
50+ 2.52% |
$5.35K - $5.53K
|
2.04K
$221K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
37+ 1.13% |
$3.96K - $4.09K
|
3.31K
$359K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-3.81K- 0.96% |
$408K - $422K
|
394K
$42.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-20.4K- 77.58% |
$2.19M - $2.26M
|
5.91K
$641K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
35New |
$3.74K - $3.87K
|
35
$3.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.64K- 41.21% |
$176K - $182K
|
2.34K
$254K
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
357New |
$38.2K - $39.5K
|
357
$38.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-14- 1.65% |
$1.5K - $1.55K
|
836
$90.6K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.76K- 8.96% |
$188K - $195K
|
17.9K
$1.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
8.16K+ 70.42% |
$873K - $903K
|
19.7K
$2.14M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-100- 0.93% |
$10.7K - $11.1K
|
10.7K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
32.7KNew |
$3.49M - $3.61M
|
32.7K
$3.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
705+ 18.49% |
$75.4K - $78K
|
4.52K
$490K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-3.31K- 50.39% |
$354K - $366K
|
3.26K
$353K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-40- 0.48% |
$4.28K - $4.43K
|
8.27K
$896K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11.3K- 62.83% |
$1.21M - $1.25M
|
6.66K
$723K
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-31- 1.39% |
$3.32K - $3.43K
|
2.2K
$238K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.11K- 50.04% |
$226K - $233K
|
2.11K
$228K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-55.7K- 87.0% |
$5.96M - $6.16M
|
8.33K
$903K
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-24.1K- 90.62% |
$2.58M - $2.67M
|
2.5K
$271K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1K+ 16.92% |
$107K - $111K
|
6.91K
$749K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.67KNew |
$286K - $295K
|
2.67K
$290K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
3+ 0.11% |
$321 - $332
|
2.72K
$295K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
2+ 0.08% |
$214 - $221
|
2.45K
$266K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.06K- 32.57% |
$113K - $117K
|
2.19K
$238K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
58New |
$6.2K - $6.42K
|
58
$6.29K
|
|
| Q4 2023 | |||||||
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-660- 18.36% |
$64.9K - $73.5K
|
2.94K
$318K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.22KNew |
$219K - $248K
|
2.22K
$241K
|
|
|
May 15, 2024
Q4 2023
|
Empower Annuity Insurance CO
Greenwood Village, CO |
BUY
|
- |
2.46MNew |
$241M - $274M
|
2.46M
$266M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
14New |
$1.38K - $1.56K
|
14
$1.52K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$1.12M - $1.27M
|
11.4K
$1.24M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
17New |
$1.67K - $1.89K
|
17
$1.84K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.07KNew |
$301K - $341K
|
3.07K
$332K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
450New |
$44.2K - $50.1K
|
450
$48.8K
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.48KNew |
$440K - $499K
|
4.48K
$485K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
155New |
$15.2K - $17.3K
|
155
$16.8K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3.03K+ 3.6% |
$298K - $337K
|
87.2K
$9.46M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
39New |
$3.83K - $4.34K
|
39
$4.23K
|
|
|
Feb 15, 2024
Q4 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
23.5KNew |
$2.31M - $2.62M
|
23.5K
$2.55M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-649- 6.12% |
$63.8K - $72.3K
|
9.95K
$1.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
4+ 8.33% |
$393 - $445
|
52
$5.64K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.61K+ 63.76% |
$354K - $402K
|
9.26K
$1M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
95New |
$9.34K - $10.6K
|
95
$10.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-425K- 81.73% |
$41.8M - $47.3M
|
95K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
25New |
$2.46K - $2.78K
|
25
$2.71K
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
PUT |
425KNew |
$41.8M - $47.3M
|
425K
$46.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
840New |
$82.6K - $93.5K
|
840
$91.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-698- 21.74% |
$68.6K - $77.7K
|
2.51K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.35M+ 35905.74% |
$133M - $150M
|
1.35M
$147M
|
|