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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.1KClosed |
$225K - $255K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Corre Partners Management, LLC
New York, NY |
SELL
|
PUT |
-391KClosed |
$42M - $47.5M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-29.8K- 86.38% |
$3.2M - $3.62M
|
4.7K
$509K
|
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-917- 3.01% |
$98.5K - $111K
|
29.5K
$3.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-393Closed |
$42.2K - $47.8K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-98.6KClosed |
$10.6M - $12M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.75KClosed |
$402K - $455K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-90- 47.37% |
$9.67K - $10.9K
|
100
$10.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-169- 4.09% |
$18.2K - $20.5K
|
3.97K
$430K
|
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-5.9KClosed |
$634K - $717K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.51KClosed |
$377K - $427K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-176Closed |
$18.9K - $21.4K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-176Closed |
$18.9K - $21.4K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.78KClosed |
$191K - $216K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-129- 5.55% |
$13.9K - $15.7K
|
2.2K
$238K
|
|
|
Aug 08, 2022
Q2 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-2.13KClosed |
$229K - $259K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-6.81KClosed |
$731K - $827K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-217- 3.52% |
$23.3K - $26.4K
|
5.95K
$645K
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-136- 66.67% |
$14.6K - $16.5K
|
68
$7.37K
|
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2KClosed |
$215K - $243K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-51KClosed |
$5.48M - $6.2M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-239- 10.42% |
$25.7K - $29K
|
2.05K
$223K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-138- 47.59% |
$14.8K - $16.8K
|
152
$16.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.83KClosed |
$197K - $222K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
528+ 25.69% |
$56.7K - $64.2K
|
2.58K
$280K
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-5.23KClosed |
$562K - $636K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-134Closed |
$14.4K - $16.3K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-120- 5.4% |
$12.9K - $14.6K
|
2.1K
$228K
|
|
|
Aug 04, 2022
Q2 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-4KClosed |
$430K - $486K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
167+ 6.54% |
$17.9K - $20.3K
|
2.72K
$295K
|
|
|
Aug 03, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.93KClosed |
$315K - $356K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.79KClosed |
$192K - $217K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-3.79KClosed |
$407K - $461K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-683- 17.54% |
$73.4K - $83K
|
3.21K
$348K
|
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
57+ 2.87% |
$6.12K - $6.93K
|
2.05K
$222K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
686New |
$73.7K - $83.4K
|
686
$74.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-32.1K- 59.5% |
$3.45M - $3.9M
|
21.9K
$2.37M
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-21KClosed |
$2.25M - $2.55M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.83KClosed |
$197K - $223K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-2.67KClosed |
$287K - $325K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-393KClosed |
$42.2M - $47.7M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.38KClosed |
$363K - $410K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-100- 4.24% |
$10.7K - $12.2K
|
2.26K
$245K
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2.69KClosed |
$289K - $326K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-4.07K- 82.36% |
$437K - $494K
|
871
$94.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-11.5KClosed |
$1.24M - $1.4M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-315Closed |
$33.8K - $38.3K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-888Closed |
$95.4K - $108K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-187Closed |
$20.1K - $22.7K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.35KClosed |
$253K - $286K
|
0
$0
|