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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
416New |
$42.4K - $45.1K
|
416
$45.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-11- 3.85% |
$1.12K - $1.19K
|
275
$29.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.23K- 14.76% |
$125K - $133K
|
7.08K
$767K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
14New |
$1.43K - $1.52K
|
14
$1.52K
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
4.57K+ 74.04% |
$466K - $496K
|
10.7K
$1.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
275+ 10.07% |
$28.1K - $29.8K
|
3.01K
$326K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
15New |
$1.53K - $1.63K
|
15
$1.63K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
22.4KNew |
$2.29M - $2.43M
|
22.4K
$2.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
3.04KNew |
$310K - $330K
|
3.04K
$329K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-175- 16.71% |
$17.9K - $19K
|
872
$94.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-148- 60.41% |
$15.1K - $16.1K
|
97
$10.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
23New |
$2.35K - $2.5K
|
23
$2.49K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
206New |
$21K - $22.4K
|
206
$22.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-8.4K- 80.77% |
$857K - $911K
|
2K
$217K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.47K- 65.44% |
$558K - $594K
|
2.89K
$313K
|
|
|
Nov 03, 2023
Q3 2023
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
66.8KNew |
$6.82M - $7.25M
|
66.8K
$7.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
41New |
$4.18K - $4.45K
|
41
$4.45K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100New |
$10.2K - $10.9K
|
100
$10.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.44K- 34.72% |
$249K - $265K
|
4.58K
$497K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
475+ 708.96% |
$48.5K - $51.5K
|
542
$58.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1+ 1.69% |
$102 - $109
|
60
$6.51K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
226KNew |
$23M - $24.5M
|
226K
$24.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-44- 1.04% |
$4.49K - $4.77K
|
4.2K
$455K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
47.7K+ 345.79% |
$4.86M - $5.17M
|
61.5K
$6.67M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-4.67K- 4.99% |
$476K - $506K
|
88.8K
$9.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
714New |
$72.8K - $77.5K
|
714
$77.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
SELL
|
- |
-3.6K- 94.16% |
$367K - $390K
|
223
$24.2K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
42+ 0.62% |
$4.28K - $4.56K
|
6.85K
$742K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-299- 61.9% |
$30.5K - $32.4K
|
184
$20K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
81New |
$8.26K - $8.79K
|
81
$8.78K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
34.4K+ 128.39% |
$3.51M - $3.73M
|
61.2K
$6.64M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
349New |
$35.6K - $37.9K
|
349
$37.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-811- 20.63% |
$82.7K - $88K
|
3.12K
$338K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-25- 17.48% |
$2.55K - $2.71K
|
118
$12.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.86K- 35.64% |
$190K - $202K
|
3.36K
$364K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-699- 2.2% |
$71.3K - $75.8K
|
31.1K
$3.37M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.15K- 55.26% |
$321K - $342K
|
2.55K
$276K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
11.8KNew |
$1.21M - $1.28M
|
11.8K
$1.28M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-450- 36.62% |
$45.9K - $48.8K
|
779
$84.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
3.95KNew |
$403K - $429K
|
3.95K
$428K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-6.12K- 31.26% |
$624K - $664K
|
13.5K
$1.46M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
10New |
$1.02K - $1.09K
|
10
$1.08K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.83K+ 0.6% |
$187K - $199K
|
305K
$33.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
67New |
$6.84K - $7.27K
|
67
$7.26K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
16New |
$1.63K - $1.74K
|
16
$1.73K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
527New |
$53.8K - $57.2K
|
527
$57.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.05% |
$204 - $217
|
192
$20.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
18New |
$1.84K - $1.95K
|
18
$1.95K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-20- 1.01% |
$2.04K - $2.17K
|
1.96K
$212K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
2.42KNew |
$247K - $263K
|
2.42K
$263K
|