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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-1.05K- 66.41% |
$104K - $116K
|
531
$57.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
750New |
$74.4K - $82.5K
|
750
$81.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.4KNew |
$1.03M - $1.14M
|
10.4K
$1.12M
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-19- 0.92% |
$1.88K - $2.09K
|
2.04K
$221K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
40New |
$3.97K - $4.4K
|
40
$4.34K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
192New |
$19K - $21.1K
|
192
$20.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-318- 1.35% |
$31.5K - $35K
|
23.2K
$2.51M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
37New |
$3.67K - $4.07K
|
37
$4.01K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
6New |
$595 - $660
|
6
$650
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$99.2 - $110
|
1
$108
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
151New |
$15K - $16.6K
|
151
$16.4K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-918Closed |
$93.1K - $105K
|
0
$0
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.84KNew |
$288K - $326K
|
2.84K
$308K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
135K+ 1167.83% |
$13.7M - $15.5M
|
147K
$15.9M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
1.04M+ 66.79% |
$105M - $119M
|
2.6M
$281M
|
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1K- 17.52% |
$101K - $115K
|
4.71K
$510K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
400+ 291.97% |
$40.6K - $45.8K
|
537
$58.2K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
55New |
$5.58K - $6.3K
|
55
$5.96K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
280New |
$28.4K - $32.1K
|
280
$30.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.18K- 49.41% |
$222K - $250K
|
2.24K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-23.2K- 90.74% |
$2.35M - $2.65M
|
2.36K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
4.45K+ 47.59% |
$452K - $510K
|
13.8K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.64KNew |
$370K - $418K
|
3.64K
$395K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.82% |
$203 - $229
|
245
$26.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
774+ 40.21% |
$78.5K - $88.7K
|
2.7K
$293K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-44- 2.76% |
$4.46K - $5.04K
|
1.55K
$168K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.1K- 18.65% |
$111K - $125K
|
4.78K
$518K
|
|
|
Nov 14, 2022
Q3 2022
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
CALL |
4.71KNew |
$477K - $539K
|
4.71K
$510K
|
|
|
Nov 14, 2022
Q3 2022
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
- |
375KNew |
$38M - $43M
|
375K
$40.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
1.21K+ 6.66% |
$122K - $138K
|
19.3K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Graticule Asia Macro Advisors LLC
New York, NY |
BUY
|
CALL |
764KNew |
$77.5M - $87.6M
|
764K
$82.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
1.24KNew |
$125K - $142K
|
1.24K
$134K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.72KNew |
$275K - $311K
|
2.72K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.94K- 39.55% |
$298K - $337K
|
4.5K
$487K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-75- 22.94% |
$7.61K - $8.6K
|
252
$27.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-892- 7.69% |
$90.5K - $102K
|
10.7K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-719- 24.37% |
$72.9K - $82.4K
|
2.23K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
530+ 3.28% |
$53.8K - $60.7K
|
16.7K
$1.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
14.9K+ 512.08% |
$1.51M - $1.71M
|
17.8K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Cowen And Company, LLC
|
BUY
|
- |
10KNew |
$1.01M - $1.15M
|
10K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2New |
$203 - $229
|
2
$217
|
|
|
Nov 14, 2022
Q3 2022
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
250KNew |
$25.4M - $28.7M
|
250K
$27.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Canyon Capital Advisors LLC
Dallas, TX |
BUY
|
- |
48.4KNew |
$4.91M - $5.55M
|
48.4K
$5.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
500New |
$50.7K - $57.3K
|
500
$54.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Baymount Management LP
Miami, FL |
BUY
|
- |
200KNew |
$20.3M - $22.9M
|
200K
$21.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
SELL
|
PUT |
-11.5K- 62.16% |
$1.17M - $1.32M
|
7K
$759K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-271KClosed |
$27.5M - $31.1M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
50+ 4.65% |
$5.07K - $5.73K
|
1.13K
$122K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-914- 17.62% |
$92.7K - $105K
|
4.27K
$463K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-26K- 35.52% |
$2.63M - $2.97M
|
47.1K
$5.11M
|
|