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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
263+ 4.82% |
$26.8K - $28.5K
|
5.72K
$620K
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-12.3K- 86.13% |
$1.25M - $1.33M
|
1.98K
$214K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-45- 1.03% |
$4.59K - $4.88K
|
4.31K
$467K
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-26- 1.12% |
$2.65K - $2.82K
|
2.29K
$248K
|
|
| Q2 2023 | |||||||
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-28Closed |
$2.97K - $3.09K
|
0
$0
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
7+ 0.02% |
$742 - $773
|
32.3K
$3.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.26KNew |
$452K - $471K
|
4.26K
$462K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
21.2KNew |
$2.25M - $2.34M
|
21.2K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
300KNew |
$31.8M - $33.1M
|
300K
$32.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.39MNew |
$147M - $153M
|
1.39M
$150M
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.6M- 96.16% |
$1.23B - $1.28B
|
462K
$50.1M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
3.2KNew |
$339K - $353K
|
3.2K
$346K
|
|
|
Aug 14, 2023
Q2 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-470K- 25.94% |
$49.8M - $51.9M
|
1.34M
$145M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.7KNew |
$180K - $188K
|
1.7K
$184K
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
SELL
|
- |
-525K- 21.0% |
$55.7M - $58M
|
1.98M
$214M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-60- 6.82% |
$6.36K - $6.63K
|
820
$88.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
47+ 0.4% |
$4.98K - $5.19K
|
11.9K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
10KNew |
$1.06M - $1.1M
|
10K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
20+ 0.98% |
$2.12K - $2.21K
|
2.05K
$222K
|
|
|
Aug 11, 2023
Q2 2023
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
27.9KNew |
$2.96M - $3.08M
|
27.9K
$3.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.1KNew |
$223K - $232K
|
2.1K
$228K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15.5KNew |
$1.64M - $1.71M
|
15.5K
$1.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
9.24KNew |
$980K - $1.02M
|
9.24K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
265+ 9.0% |
$28.1K - $29.3K
|
3.21K
$348K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
23.6K+ 9.32% |
$2.5M - $2.61M
|
277K
$30M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-45- 0.47% |
$4.77K - $4.97K
|
9.55K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-11.3K- 5.49% |
$1.2M - $1.25M
|
194K
$21.1M
|
|
|
Aug 10, 2023
Q2 2023
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
565K+ 212.4% |
$59.9M - $62.4M
|
831K
$90.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
45New |
$4.77K - $4.97K
|
45
$4.88K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-500- 33.33% |
$53K - $55.2K
|
1K
$108K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-137- 5.49% |
$14.5K - $15.1K
|
2.36K
$256K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-141- 29.81% |
$14.9K - $15.6K
|
332
$36K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.74K- 7.35% |
$184K - $192K
|
21.9K
$2.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.04KNew |
$216K - $225K
|
2.04K
$221K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
63New |
$6.68K - $6.96K
|
63
$6.83K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.52% |
$106 - $110
|
67
$7.26K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.93K- 48.13% |
$205K - $213K
|
2.08K
$225K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-90- 0.47% |
$9.54K - $9.94K
|
19.1K
$2.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.11KNew |
$224K - $233K
|
2.11K
$229K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-239- 9.35% |
$25.3K - $26.4K
|
2.32K
$251K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-218- 9.83% |
$23.1K - $24.1K
|
2K
$217K
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-34- 1.67% |
$3.6K - $3.75K
|
2.01K
$217K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-300- 11.98% |
$31.8K - $33.1K
|
2.21K
$239K
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-315- 13.07% |
$33.4K - $34.8K
|
2.1K
$227K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
46.6KNew |
$4.94M - $5.15M
|
46.6K
$5.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-300- 10.28% |
$31.8K - $33.1K
|
2.62K
$284K
|
|
|
Aug 01, 2023
Q2 2023
|
Amia Capital LLP
|
BUY
|
- |
138KNew |
$14.6M - $15.2M
|
138K
$14.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
89+ 17.8% |
$9.44K - $9.83K
|
589
$63.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-150- 3.99% |
$15.9K - $16.6K
|
3.61K
$391K
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
95.2KNew |
$10.1M - $10.5M
|
95.2K
$10.3M
|
|