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 |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
9New |
$1.07K - $1.18K
|
9
$976
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-1.71KClosed |
$202K - $224K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-5.51KClosed |
$652K - $723K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.04KClosed |
$241K - $267K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.25KClosed |
$148K - $164K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-11.2KClosed |
$1.33M - $1.47M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-3.25KClosed |
$385K - $427K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3.65KClosed |
$432K - $479K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
SELL
|
- |
-13.3KClosed |
$1.57M - $1.74M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4.6KClosed |
$544K - $603K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Ghe, LLC
|
SELL
|
- |
-4.5KClosed |
$533K - $590K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-7- 0.34% |
$829 - $919
|
2.05K
$223K
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.98KClosed |
$234K - $260K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Hilton Capital Management, LLC
|
SELL
|
- |
-109KClosed |
$12.9M - $14.3M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-265Closed |
$31.4K - $34.8K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-594- 84.62% |
$70.4K - $77.9K
|
108
$11.7K
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-459Closed |
$54.4K - $60.2K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-2.08KClosed |
$246K - $272K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-4.31KClosed |
$510K - $565K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.17KClosed |
$257K - $285K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.5KNew |
$178K - $197K
|
1.5K
$163K
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
116New |
$13.7K - $15.2K
|
116
$12.6K
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.9KClosed |
$225K - $250K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Torray LLC
|
SELL
|
- |
-3.3KClosed |
$390K - $432K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.04KClosed |
$479K - $530K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-3.31KClosed |
$392K - $434K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-306Closed |
$36.2K - $40.2K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-192Closed |
$22.7K - $25.2K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-2.38KClosed |
$282K - $313K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-5.99KClosed |
$709K - $786K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-20Closed |
$2.37K - $2.62K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-7.08KClosed |
$839K - $930K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.85KClosed |
$574K - $636K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-206- 9.05% |
$24.4K - $27K
|
2.07K
$224K
|
|
Apr 27, 2022
Q1 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-5.86KClosed |
$694K - $769K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.57KClosed |
$186K - $206K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.63KClosed |
$193K - $214K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-28Closed |
$3.32K - $3.67K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-99Closed |
$11.7K - $13K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-137Closed |
$16.2K - $18K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.29KClosed |
$627K - $694K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-1.27KClosed |
$150K - $166K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-3.35KClosed |
$397K - $439K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-171Closed |
$20.3K - $22.4K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.31KClosed |
$274K - $303K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-216K- 88.03% |
$25.5M - $28.3M
|
29.3K
$3.18M
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
456+ 18.17% |
$54K - $59.8K
|
2.97K
$322K
|
|
Apr 18, 2022
Q1 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-3KClosed |
$355K - $394K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
SELL
|
- |
-1.8KClosed |
$214K - $237K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.83KClosed |
$572K - $633K
|
0
$0
|