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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-691- 11.31% |
$72.5K - $77.3K
|
5.42K
$587K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-48- 34.78% |
$5.03K - $5.37K
|
90
$9.76K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
32New |
$3.36K - $3.58K
|
32
$3.47K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-8.63K- 24.73% |
$906K - $965K
|
26.3K
$2.85M
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
SELL
|
- |
-991- 32.65% |
$104K - $111K
|
2.04K
$222K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
53+ 1.77% |
$5.56K - $5.93K
|
3.05K
$331K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
2.54KNew |
$266K - $284K
|
2.54K
$275K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
171+ 5.57% |
$17.9K - $19.1K
|
3.24K
$351K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
17+ 0.39% |
$1.78K - $1.9K
|
4.38K
$475K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.36K- 42.22% |
$142K - $152K
|
1.86K
$201K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-810- 2.86% |
$80.4K - $89.1K
|
27.5K
$2.98M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
102New |
$10.1K - $11.2K
|
102
$11.1K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.86KNew |
$978K - $1.09M
|
9.86K
$1.07M
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
300New |
$29.8K - $33K
|
300
$32.5K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.93KNew |
$489K - $543K
|
4.93K
$535K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
127New |
$12.6K - $14K
|
127
$13.8K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6New |
$595 - $660
|
6
$650
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.11KNew |
$209K - $232K
|
2.11K
$229K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2K- 89.29% |
$198K - $220K
|
240
$26K
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.22KNew |
$320K - $354K
|
3.22K
$349K
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
21.1KNew |
$2.1M - $2.33M
|
21.1K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-95- 10.17% |
$9.42K - $10.5K
|
839
$90.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-418- 55.44% |
$41.5K - $46K
|
336
$36.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-203K- 81.57% |
$20.2M - $22.4M
|
46K
$4.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
963+ 19.34% |
$95.5K - $106K
|
5.94K
$644K
|
|
|
Feb 14, 2023
Q4 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
1.07MNew |
$106M - $117M
|
1.07M
$116M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
400New |
$39.7K - $44K
|
400
$43.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
4.9KNew |
$486K - $539K
|
4.9K
$531K
|
|
|
Feb 14, 2023
Q4 2022
|
Graticule Asia Macro Advisors LLC
New York, NY |
BUY
|
- |
740KNew |
$73.4M - $81.4M
|
740K
$80.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-91.1KClosed |
$9.04M - $10M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
68.6KNew |
$6.81M - $7.55M
|
68.6K
$7.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
255KNew |
$25.3M - $28.1M
|
255K
$27.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
14.5K+ 88.35% |
$1.44M - $1.6M
|
30.9K
$3.35M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.98MNew |
$196M - $218M
|
1.98M
$215M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
50New |
$4.96K - $5.5K
|
50
$5.42K
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
58.8KNew |
$5.84M - $6.47M
|
58.8K
$6.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-3.97KClosed |
$393K - $436K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-4.33M- 97.52% |
$430M - $477M
|
110K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.28K- 35.72% |
$127K - $141K
|
2.3K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
154New |
$15.3K - $16.9K
|
154
$16.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
88.3KNew |
$8.76M - $9.72M
|
88.3K
$9.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-190- 5.22% |
$18.8K - $20.9K
|
3.45K
$374K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
26+ 100.0% |
$2.58K - $2.86K
|
52
$5.64K
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.47K- 41.05% |
$146K - $162K
|
2.11K
$229K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-34- 1.31% |
$3.37K - $3.74K
|
2.57K
$279K
|
|
|
Feb 13, 2023
Q4 2022
|
Digital Bridge Group, Inc.
Boca Raton, FL |
BUY
|
PUT |
20.2KNew |
$2M - $2.22M
|
20.2K
$2.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
23New |
$2.28K - $2.53K
|
23
$2.49K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.09KNew |
$307K - $340K
|
3.09K
$335K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.91KNew |
$190K - $210K
|
1.91K
$207K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Korea
Seoul, M5 |
BUY
|
- |
396KNew |
$39.3M - $43.6M
|
396K
$42.9M
|
|