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 |
---|---|---|---|---|---|---|---|
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
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
69New |
$7.24K - $7.71K
|
69
$7.48K
|
|
May 12, 2023
Q1 2023
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
PUT |
26.9KNew |
$2.82M - $3.01M
|
26.9K
$2.92M
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.96KNew |
$205K - $219K
|
1.96K
$212K
|
|
May 12, 2023
Q1 2023
|
Polus Capital Management LTD
London, X0 |
BUY
|
PUT |
295KNew |
$30.9M - $33M
|
295K
$32M
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.22KNew |
$652K - $695K
|
6.22K
$674K
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
38.6KNew |
$4.05M - $4.32M
|
38.6K
$4.19M
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.89KNew |
$198K - $211K
|
1.89K
$204K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
25KNew |
$2.62M - $2.8M
|
25K
$2.71M
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-79- 3.39% |
$8.29K - $8.83K
|
2.25K
$244K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
140New |
$14.7K - $15.7K
|
140
$15.2K
|
|
May 10, 2023
Q1 2023
|
Nationwide Asset Management LLC
|
SELL
|
- |
-538K- 97.64% |
$56.4M - $60.2M
|
13K
$1.41M
|
|
May 10, 2023
Q1 2023
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-47K- 15.41% |
$4.93M - $5.26M
|
258K
$28M
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.25KNew |
$236K - $251K
|
2.25K
$243K
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
2New |
$210 - $224
|
2
$217
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
64.1KNew |
$6.73M - $7.17M
|
64.1K
$6.95M
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-66- 50.0% |
$6.92K - $7.38K
|
66
$7.15K
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
372+ 18.21% |
$39K - $41.6K
|
2.42K
$262K
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-42.4K- 82.67% |
$4.45M - $4.74M
|
8.9K
$964K
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.28KNew |
$239K - $255K
|
2.28K
$247K
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
BUY
|
- |
151KNew |
$15.9M - $16.9M
|
151K
$16.4M
|
|
May 05, 2023
Q1 2023
|
Cvs Health Corp
Woonsocket, RI |
BUY
|
- |
930New |
$97.5K - $104K
|
930
$101K
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-11- 91.67% |
$1.15K - $1.23K
|
1
$108
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
6New |
$629 - $671
|
6
$650
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.4K- 11.91% |
$146K - $156K
|
10.3K
$1.12M
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-300- 8.52% |
$31.5K - $33.5K
|
3.22K
$349K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.65K+ 19.51% |
$488K - $520K
|
28.5K
$3.09M
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.07K- 21.24% |
$112K - $120K
|
3.97K
$430K
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-10.8K- 52.05% |
$1.13M - $1.2M
|
9.91K
$1.07M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-2.23K- 32.59% |
$233K - $249K
|
4.6K
$499K
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-5.36K- 99.59% |
$563K - $600K
|
22
$2.38K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
22New |
$2.31K - $2.46K
|
22
$2.38K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-310- 59.96% |
$32.5K - $34.7K
|
207
$22.4K
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-35Closed |
$3.67K - $3.91K
|
0
$0
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
17.3K+ 3.88% |
$1.82M - $1.94M
|
464K
$50.3M
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-64K- 44.98% |
$6.72M - $7.16M
|
78.3K
$8.49M
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
320New |
$33.6K - $35.8K
|
320
$34.7K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
293New |
$30.7K - $32.8K
|
293
$31.8K
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-11K- 49.56% |
$1.15M - $1.23M
|
11.2K
$1.21M
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-740- 13.19% |
$77.6K - $82.7K
|
4.87K
$528K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
5New |
$524 - $559
|
5
$542
|
|
Apr 27, 2023
Q1 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-330K- 94.29% |
$34.6M - $36.9M
|
20K
$2.17M
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.5% |
$210 - $224
|
405
$43.9K
|
|
Apr 27, 2023
Q1 2023
|
Mackay Shields LLC
|
BUY
|
- |
9K+ 170.45% |
$944K - $1.01M
|
14.3K
$1.55M
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-185- 27.01% |
$19.4K - $20.7K
|
500
$54.2K
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.43K- 37.97% |
$150K - $160K
|
2.34K
$254K
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
418+ 20900.0% |
$43.8K - $46.7K
|
420
$45.5K
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
505+ 25.83% |
$53K - $56.5K
|
2.46K
$267K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.85K- 30.09% |
$403K - $430K
|
8.93K
$968K
|