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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-5.46K- 25.67% |
$587K - $664K
|
15.8K
$1.71M
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
16New |
$1.72K - $1.94K
|
16
$1.73K
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-874- 1.22% |
$93.9K - $106K
|
70.9K
$7.69M
|
|
Jul 13, 2022
Q2 2022
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-3.17KClosed |
$340K - $385K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
SELL
|
- |
-5.37K- 15.5% |
$577K - $652K
|
29.3K
$3.17M
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
1.9KNew |
$204K - $231K
|
1.9K
$206K
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-5.62KClosed |
$603K - $682K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
730+ 1.88% |
$78.4K - $88.7K
|
39.5K
$4.28M
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-803- 87.19% |
$86.3K - $97.6K
|
118
$12.8K
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-2.02KClosed |
$216K - $245K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-16.5KClosed |
$1.77M - $2M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Strid Group, LLC
|
SELL
|
- |
-1.74KClosed |
$186K - $211K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-1.76KClosed |
$189K - $214K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
SELL
|
- |
-1.85KClosed |
$199K - $225K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.77KClosed |
$190K - $214K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
1.9KNew |
$204K - $231K
|
1.9K
$206K
|
|
Q1 2022 | |||||||
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-109- 85.16% |
$12.9K - $14.3K
|
19
$2.06K
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
55New |
$6.51K - $7.22K
|
55
$5.96K
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-13.5KClosed |
$1.59M - $1.77M
|
0
$0
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-195Closed |
$23.1K - $25.6K
|
0
$0
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2+ 0.13% |
$237 - $262
|
1.54K
$167K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-200Closed |
$23.7K - $26.2K
|
0
$0
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-245- 95.7% |
$29K - $32.1K
|
11
$1.19K
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-442Closed |
$52.4K - $58K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Css LLC
Chicago, IL |
SELL
|
PUT |
-13.7KClosed |
$1.62M - $1.8M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6.34KClosed |
$751K - $832K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
16KNew |
$1.9M - $2.1M
|
16K
$1.73M
|
|
May 16, 2022
Q1 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-269KClosed |
$31.8M - $35.2M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-5.75KClosed |
$681K - $755K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
PUT |
-413KClosed |
$49M - $54.2M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
7.5K+ 50.0% |
$888K - $984K
|
22.5K
$2.44M
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.73KClosed |
$204K - $226K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.99KClosed |
$354K - $392K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Edenbrook Capital, LLC
Mount Kisco, NY |
SELL
|
PUT |
-300Closed |
$35.5K - $39.4K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-599- 14.55% |
$70.9K - $78.6K
|
3.52K
$381K
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-37.5KClosed |
$4.44M - $4.92M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-2.15KClosed |
$255K - $282K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
SELL
|
- |
-1.7KClosed |
$201K - $223K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-15.2KClosed |
$1.8M - $1.99M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-906Closed |
$107K - $119K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-16.3KClosed |
$1.93M - $2.13M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-12.9KClosed |
$1.52M - $1.69M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.43KNew |
$288K - $319K
|
2.43K
$264K
|
|
May 13, 2022
Q1 2022
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-7.7MClosed |
$912M - $1.01B
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
647KNew |
$76.6M - $84.8M
|
647K
$70.1M
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-9.58KClosed |
$1.13M - $1.26M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-1.08KClosed |
$128K - $142K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-5.11KClosed |
$605K - $671K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.59KClosed |
$188K - $208K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
9New |
$1.07K - $1.18K
|
9
$976
|