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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 10, 2022
Q3 2022
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
87K+ 27.88% |
$8.83M - $9.97M
|
399K
$43.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-339- 2.08% |
$34.4K - $38.9K
|
16K
$1.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.16K+ 6.99% |
$118K - $133K
|
17.8K
$1.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
3+ 6.98% |
$304 - $344
|
46
$4.99K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.65K- 50.0% |
$167K - $189K
|
1.65K
$179K
|
|
|
Nov 10, 2022
Q3 2022
|
Dow Chemical CO
Midland, MI |
BUY
|
- |
1.18MNew |
$120M - $135M
|
1.18M
$128M
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.13KNew |
$115K - $130K
|
1.13K
$122K
|
|
|
Nov 09, 2022
Q3 2022
|
Cqs (Us), LLC
New York, NY |
BUY
|
PUT |
400KNew |
$40.6M - $45.8M
|
400K
$43.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-197- 4.66% |
$20K - $22.6K
|
4.04K
$437K
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1K+ 42.63% |
$101K - $115K
|
3.35K
$363K
|
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-323K- 99.13% |
$32.7M - $37M
|
2.82K
$305K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.54KNew |
$258K - $291K
|
2.54K
$275K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
4.7KNew |
$477K - $539K
|
4.7K
$509K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-10- 0.15% |
$1.01K - $1.15K
|
6.51K
$706K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.02KNew |
$103K - $116K
|
1.02K
$110K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-24- 41.38% |
$2.43K - $2.75K
|
34
$3.69K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.16K+ 17.87% |
$118K - $133K
|
7.67K
$832K
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-16.5K- 62.75% |
$1.68M - $1.89M
|
9.81K
$1.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
500New |
$50.7K - $57.3K
|
500
$54.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-87K- 45.79% |
$8.83M - $9.97M
|
103K
$11.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.57K+ 34.72% |
$159K - $179K
|
6.08K
$659K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
PUT |
5MNew |
$507M - $573M
|
5M
$542M
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-233- 9.75% |
$23.6K - $26.7K
|
2.16K
$234K
|
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.82KNew |
$286K - $323K
|
2.82K
$305K
|
|
|
Nov 01, 2022
Q3 2022
|
Boundary Creek Advisors LP
|
BUY
|
CALL |
500KNew |
$50.7M - $57.3M
|
500K
$54.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100- 64.52% |
$10.1K - $11.5K
|
55
$5.96K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-357- 50.21% |
$36.2K - $40.9K
|
354
$38.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.14K- 17.29% |
$521K - $589K
|
24.6K
$2.66M
|
|
|
Oct 28, 2022
Q3 2022
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
4.6K+ 35.94% |
$467K - $527K
|
17.4K
$1.89M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
495+ 11.83% |
$50.2K - $56.7K
|
4.68K
$507K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-562- 17.38% |
$57K - $64.4K
|
2.67K
$290K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
71New |
$7.2K - $8.14K
|
71
$7.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.12KNew |
$215K - $243K
|
2.12K
$230K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
341+ 11.63% |
$34.6K - $39.1K
|
3.27K
$355K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3+ 0.74% |
$304 - $344
|
411
$44.6K
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-15- 0.61% |
$1.52K - $1.72K
|
2.43K
$264K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-6.62K- 46.96% |
$672K - $759K
|
7.48K
$811K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-4.33KClosed |
$439K - $496K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
3.12KNew |
$316K - $358K
|
3.12K
$338K
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.26K- 28.93% |
$128K - $145K
|
3.11K
$337K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-1K- 20.62% |
$101K - $115K
|
3.85K
$417K
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-282- 9.68% |
$28.6K - $32.3K
|
2.63K
$285K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
3.36KNew |
$341K - $385K
|
3.36K
$364K
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
21.3KNew |
$2.16M - $2.44M
|
21.3K
$2.31M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.04KNew |
$207K - $233K
|
2.04K
$221K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
380New |
$38.5K - $43.6K
|
380
$41.2K
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
BUY
|
- |
126+ 0.65% |
$12.8K - $14.4K
|
19.5K
$2.12M
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.26K- 20.5% |
$136K - $153K
|
4.9K
$531K
|
|