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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
8.71K+ 3485.6% |
$924K - $962K
|
8.96K
$972K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-844- 1.62% |
$89.5K - $93.2K
|
51.3K
$5.56M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.48K+ 7.4% |
$157K - $163K
|
21.5K
$2.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
493+ 11.63% |
$52.3K - $54.4K
|
4.73K
$513K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4New |
$424 - $442
|
4
$434
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-374- 51.66% |
$39.7K - $41.3K
|
350
$37.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-484- 8.97% |
$51.3K - $53.4K
|
4.91K
$532K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
BUY
|
- |
1.89KNew |
$200K - $208K
|
1.89K
$205K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-550- 67.07% |
$58.3K - $60.7K
|
270
$29.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.88KNew |
$199K - $207K
|
1.88K
$203K
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
1.93KNew |
$205K - $213K
|
1.93K
$209K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
166+ 158.1% |
$17.6K - $18.3K
|
271
$29.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.69K- 97.74% |
$179K - $187K
|
39
$4.23K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
11.5K+ 7.54% |
$1.22M - $1.27M
|
165K
$17.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.98KNew |
$422K - $440K
|
3.98K
$432K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-379- 11.78% |
$40.2K - $41.9K
|
2.84K
$308K
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
1.29K+ 52.86% |
$136K - $142K
|
3.72K
$403K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$212 - $221
|
10.2K
$1.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-205- 70.69% |
$21.7K - $22.6K
|
85
$9.21K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
14+ 0.53% |
$1.48K - $1.55K
|
2.67K
$289K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
56+ 2.93% |
$5.94K - $6.18K
|
1.97K
$213K
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-6.2K- 74.97% |
$657K - $685K
|
2.07K
$224K
|
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-4- 80.0% |
$424 - $442
|
1
$108
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-677- 1.65% |
$71.8K - $74.8K
|
40.4K
$4.38M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-639- 13.11% |
$67.7K - $70.6K
|
4.23K
$459K
|
|
| Q1 2023 | |||||||
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.97KClosed |
$416K - $444K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-100- 33.33% |
$10.5K - $11.2K
|
200
$21.7K
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-14.6KClosed |
$1.53M - $1.63M
|
0
$0
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.54KClosed |
$266K - $284K
|
0
$0
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.04% |
$105 - $112
|
2.44K
$264K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
18+ 0.95% |
$1.89K - $2.01K
|
1.91K
$207K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Fir Tree Capital Management LP
New York, NY |
BUY
|
- |
12.5KNew |
$1.31M - $1.4M
|
12.5K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
7KNew |
$734K - $783K
|
7K
$759K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-290- 12.62% |
$30.4K - $32.4K
|
2.01K
$218K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.06K+ 7.72% |
$111K - $118K
|
14.7K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.55KNew |
$268K - $285K
|
2.55K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
45K+ 28.52% |
$4.72M - $5.03M
|
203K
$22M
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-500- 4.0% |
$52.4K - $55.9K
|
12K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-28- 1.27% |
$2.94K - $3.13K
|
2.17K
$236K
|
|
|
May 15, 2023
Q1 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
12.5KNew |
$1.31M - $1.4M
|
12.5K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-89- 23.36% |
$9.34K - $9.95K
|
292
$31.7K
|
|
|
May 15, 2023
Q1 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
120KNew |
$12.6M - $13.5M
|
120K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Inherent Group, LP
New York, NY |
BUY
|
PUT |
300KNew |
$31.5M - $33.5M
|
300K
$32.5M
|
|
|
May 15, 2023
Q1 2023
|
Carronade Capital Management, LP
Darien, CT |
BUY
|
PUT |
5KNew |
$524K - $559K
|
5K
$542K
|
|
|
May 15, 2023
Q1 2023
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
PUT |
200KNew |
$21M - $22.4M
|
200K
$21.7M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-200- 98.04% |
$21K - $22.4K
|
4
$434
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-12.1K- 85.22% |
$1.27M - $1.36M
|
2.11K
$228K
|
|
|
May 15, 2023
Q1 2023
|
Aozora Bank, Ltd.
|
SELL
|
- |
-2.77M- 97.88% |
$291M - $310M
|
60K
$6.5M
|
|