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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-8- 22.86% |
$786 - $891
|
27
$2.93K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
400New |
$39.3K - $44.5K
|
400
$43.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
4.32K+ 75.43% |
$424K - $481K
|
10K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
413KNew |
$40.6M - $46M
|
413K
$44.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-446- 1.26% |
$43.8K - $49.7K
|
34.9K
$3.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.31KNew |
$227K - $257K
|
2.31K
$250K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-1.06K- 22.08% |
$104K - $117K
|
3.72K
$404K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.89K- 50.9% |
$186K - $211K
|
1.83K
$198K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-140- 6.14% |
$13.8K - $15.6K
|
2.14K
$232K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.44KNew |
$141K - $160K
|
1.44K
$156K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-35- 17.59% |
$3.44K - $3.9K
|
164
$17.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
78+ 236.36% |
$7.67K - $8.69K
|
111
$12K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.13K+ 39.46% |
$504K - $571K
|
18.1K
$1.97M
|
|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-6- 0.12% |
$590 - $668
|
4.8K
$521K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-4- 0.12% |
$393 - $445
|
3.37K
$365K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.83KNew |
$179K - $203K
|
1.83K
$198K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.94KNew |
$190K - $216K
|
1.94K
$210K
|
|
| Q3 2023 | |||||||
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
157K+ 4677.55% |
$16M - $17M
|
160K
$17.3M
|
|
|
Oct 08, 2024
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
85.3KNew |
$8.7M - $9.26M
|
85.3K
$9.25M
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
398+ 10.1% |
$40.6K - $43.2K
|
4.34K
$471K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-7.03KClosed |
$717K - $762K
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.51KNew |
$154K - $164K
|
1.51K
$164K
|
|
|
Nov 15, 2023
Q3 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
247+ 5.25% |
$25.2K - $26.8K
|
4.95K
$537K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-145- 37.18% |
$14.8K - $15.7K
|
245
$26.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.02KNew |
$308K - $327K
|
3.02K
$327K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
46.1K+ 569.95% |
$4.7M - $5M
|
54.2K
$5.88M
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
700KNew |
$71.4M - $76M
|
700K
$75.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
37.2K+ 212.18% |
$3.79M - $4.04M
|
54.7K
$5.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-249- 68.98% |
$25.4K - $27K
|
112
$12.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
289New |
$29.5K - $31.4K
|
289
$31.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
6.9KNew |
$704K - $749K
|
6.9K
$748K
|
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
CALL |
750KNew |
$76.5M - $81.4M
|
750K
$81.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Soros Capital Management LLC
New York, NY |
BUY
|
PUT |
21K+ 38.89% |
$2.14M - $2.28M
|
75K
$8.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
7.44KNew |
$759K - $808K
|
7.44K
$807K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
12.7KNew |
$1.3M - $1.38M
|
12.7K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-4.1K- 27.33% |
$418K - $445K
|
10.9K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Pharo Management, Inc.
New York, NY |
SELL
|
- |
-328K- 99.34% |
$33.5M - $35.6M
|
2.17K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
21KNew |
$2.14M - $2.28M
|
21K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-412- 16.05% |
$42K - $44.7K
|
2.16K
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-25.6K- 92.35% |
$2.62M - $2.78M
|
2.13K
$230K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
CALL |
594KNew |
$60.5M - $64.4M
|
594K
$64.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
171New |
$17.4K - $18.6K
|
171
$18.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Pactiv General Employee Benefit Trust
Lake Forest, IL |
SELL
|
- |
-1.44K- 1.66% |
$147K - $156K
|
85.1K
$9.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-163- 5.92% |
$16.6K - $17.7K
|
2.59K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
28.1KNew |
$2.87M - $3.05M
|
28.1K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
BUY
|
- |
435New |
$44.4K - $47.2K
|
435
$47.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
948+ 73.32% |
$96.7K - $103K
|
2.24K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
901New |
$91.9K - $97.8K
|
901
$97.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
1.76MNew |
$179M - $190M
|
1.76M
$190M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.2KNew |
$428K - $455K
|
4.2K
$455K
|
|