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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
37.4KNew |
$3.67M - $4.16M
|
37.4K
$4.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-460- 17.49% |
$45.2K - $51.2K
|
2.17K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-136- 6.2% |
$13.4K - $15.1K
|
2.06K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.65K+ 472.38% |
$948K - $1.07M
|
11.7K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.94KNew |
$191K - $216K
|
1.94K
$210K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
368New |
$36.2K - $41K
|
368
$39.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
587+ 27.49% |
$57.7K - $65.4K
|
2.72K
$295K
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.97K- 33.14% |
$193K - $219K
|
3.97K
$430K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
1.82KNew |
$178K - $202K
|
1.82K
$197K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.39K- 98.07% |
$235K - $266K
|
47
$5.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-266- 85.53% |
$26.1K - $29.6K
|
45
$4.88K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-705- 35.52% |
$69.3K - $78.5K
|
1.28K
$139K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.63KNew |
$258K - $293K
|
2.63K
$285K
|
|
|
Feb 01, 2024
Q4 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
908+ 24.42% |
$89.2K - $101K
|
4.63K
$502K
|
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-819- 22.88% |
$80.5K - $91.2K
|
2.76K
$299K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3+ 0.64% |
$295 - $334
|
470
$51K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
143KNew |
$14M - $15.9M
|
143K
$15.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-605- 23.66% |
$59.5K - $67.4K
|
1.95K
$212K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
135New |
$13.3K - $15K
|
135
$14.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
65+ 3.29% |
$6.39K - $7.24K
|
2.04K
$221K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-76- 3.62% |
$7.47K - $8.46K
|
2.02K
$219K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-854- 30.9% |
$83.9K - $95.1K
|
1.91K
$207K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
10.1K+ 9.73% |
$993K - $1.12M
|
114K
$12.3M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-731- 59.38% |
$71.8K - $81.4K
|
500
$54.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Rye Brook Capital LLC
|
SELL
|
- |
-183K- 49.25% |
$18M - $20.3M
|
188K
$20.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Rye Brook Capital LLC
|
BUY
|
PUT |
197KNew |
$19.4M - $21.9M
|
197K
$21.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-40- 22.99% |
$3.93K - $4.45K
|
134
$14.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
48.5KNew |
$4.77M - $5.4M
|
48.5K
$5.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.21K+ 6.01% |
$119K - $135K
|
21.3K
$2.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-12.8K- 14.86% |
$1.26M - $1.43M
|
73.5K
$7.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.21KNew |
$316K - $358K
|
3.21K
$348K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
580+ 83.21% |
$57K - $64.6K
|
1.28K
$138K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1K- 9.26% |
$98.6K - $112K
|
9.82K
$1.07M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
10.8KNew |
$1.06M - $1.2M
|
10.8K
$1.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.19K+ 59.55% |
$117K - $132K
|
3.18K
$345K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
PUT |
300+ 100.0% |
$29.5K - $33.4K
|
600
$65.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
21New |
$2.06K - $2.34K
|
21
$2.28K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.43KNew |
$239K - $270K
|
2.43K
$263K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-575- 20.18% |
$56.5K - $64K
|
2.28K
$247K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
1.13K+ 53.51% |
$111K - $126K
|
3.24K
$351K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-2K- 17.86% |
$196K - $222K
|
9.17K
$995K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-925K- 29.86% |
$90.9M - $103M
|
2.17M
$236M
|
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-15.9K- 44.63% |
$1.56M - $1.77M
|
19.7K
$2.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9.86KNew |
$969K - $1.1M
|
9.86K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-627- 2.68% |
$61.6K - $69.8K
|
22.8K
$2.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 28.47% |
$102K - $115K
|
4.68K
$507K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-335- 5.78% |
$32.9K - $37.3K
|
5.46K
$592K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.89KNew |
$186K - $210K
|
1.89K
$205K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.42KNew |
$435K - $493K
|
4.42K
$480K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.48K- 36.11% |
$145K - $165K
|
2.62K
$284K
|