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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-25- 14.62% |
$2.48K - $2.75K
|
146
$15.8K
|
|
|
Feb 09, 2023
Q4 2022
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-72.1K- 56.68% |
$7.16M - $7.94M
|
55.1K
$5.98M
|
|
|
Feb 09, 2023
Q4 2022
|
First Eagle Investment Management, LLC
|
BUY
|
PUT |
200KNew |
$19.8M - $22M
|
200K
$21.7M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-299- 3.83% |
$29.7K - $32.9K
|
7.5K
$813K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
58+ 53.7% |
$5.75K - $6.38K
|
166
$18K
|
|
|
Feb 09, 2023
Q4 2022
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-266K- 21.4% |
$26.4M - $29.3M
|
977K
$106M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.19KNew |
$217K - $241K
|
2.19K
$237K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
116New |
$11.5K - $12.8K
|
116
$12.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.37KNew |
$235K - $261K
|
2.37K
$257K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
169New |
$16.8K - $18.6K
|
169
$18.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-29- 0.51% |
$2.88K - $3.19K
|
5.65K
$612K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-293- 10.15% |
$29.1K - $32.2K
|
2.6K
$281K
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-3- 0.08% |
$298 - $330
|
3.92K
$425K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.41KNew |
$239K - $265K
|
2.41K
$261K
|
|
|
Feb 08, 2023
Q4 2022
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
13.8MNew |
$1.37B - $1.52B
|
13.8M
$1.5B
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-424- 6.5% |
$42.1K - $46.7K
|
6.1K
$661K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-312- 9.89% |
$31K - $34.3K
|
2.84K
$308K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.03K- 18.01% |
$102K - $113K
|
4.68K
$507K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
14New |
$1.39K - $1.54K
|
14
$1.52K
|
|
|
Feb 06, 2023
Q4 2022
|
Amia Capital LLP
|
BUY
|
PUT |
200KNew |
$19.8M - $22M
|
200K
$21.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-138- 0.5% |
$13.7K - $15.2K
|
27.5K
$2.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-775- 26.35% |
$76.9K - $85.3K
|
2.17K
$235K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
88.6KNew |
$8.79M - $9.75M
|
88.6K
$9.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
2.89KNew |
$287K - $318K
|
2.89K
$314K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-260- 63.41% |
$25.8K - $28.6K
|
150
$16.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
29.4KNew |
$2.92M - $3.24M
|
29.4K
$3.19M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
65.6KNew |
$6.51M - $7.22M
|
65.6K
$7.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
26.3KNew |
$2.61M - $2.89M
|
26.3K
$2.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
435New |
$43.2K - $47.9K
|
435
$47.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1.57K- 4.71% |
$156K - $173K
|
31.8K
$3.45M
|
|
|
Jan 30, 2023
Q4 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-59- 0.82% |
$5.85K - $6.49K
|
7.14K
$774K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-778- 19.19% |
$77.2K - $85.6K
|
3.28K
$355K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
2+ 0.71% |
$198 - $220
|
283
$30.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
300New |
$29.8K - $33K
|
300
$32.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-559- 7.0% |
$55.5K - $61.5K
|
7.42K
$805K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.03% |
$298 - $330
|
8.8K
$954K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
25New |
$2.48K - $2.75K
|
25
$2.71K
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
BUY
|
- |
2.12KNew |
$211K - $234K
|
2.12K
$230K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
2+ 8.0% |
$198 - $220
|
27
$2.93K
|
|
|
Jan 26, 2023
Q4 2022
|
Nationwide Fund Advisors
|
SELL
|
- |
-4.35K- 3.38% |
$432K - $479K
|
124K
$13.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
238+ 9.13% |
$23.6K - $26.2K
|
2.85K
$308K
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
45.5K+ 207.62% |
$4.52M - $5.01M
|
67.5K
$7.31M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
294+ 4.42% |
$29.2K - $32.3K
|
6.95K
$753K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
4.57KNew |
$453K - $503K
|
4.57K
$495K
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-11- 0.46% |
$1.09K - $1.21K
|
2.36K
$256K
|
|
|
Jan 23, 2023
Q4 2022
|
Members Capital Advisors Inc
|
BUY
|
- |
2.16KNew |
$214K - $237K
|
2.16K
$234K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
287+ 2.68% |
$28.5K - $31.6K
|
11K
$1.19M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-4.45K- 58.2% |
$442K - $490K
|
3.2K
$347K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
7+ 0.54% |
$694 - $770
|
1.29K
$140K
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
2.8KNew |
$278K - $308K
|
2.8K
$304K
|