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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-1.56KClosed |
$184K - $204K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-72.9KClosed |
$8.63M - $9.56M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-12.5KClosed |
$1.48M - $1.64M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
SELL
|
- |
-47Closed |
$5.57K - $6.17K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-398Closed |
$47.1K - $52.2K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.98KClosed |
$234K - $259K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-311Closed |
$36.8K - $40.8K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-659Closed |
$78.1K - $86.5K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
7.9KNew |
$936K - $1.04M
|
7.9K
$856K
|
|
|
Apr 12, 2022
Q1 2022
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.56KClosed |
$184K - $204K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.17K- 28.36% |
$139K - $154K
|
2.96K
$320K
|
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-17.4KClosed |
$2.06M - $2.29M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-5.54KClosed |
$656K - $727K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.92KClosed |
$464K - $514K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
SELL
|
- |
-3.12KClosed |
$370K - $410K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
SELL
|
- |
-136- 6.8% |
$16.1K - $17.8K
|
1.86K
$202K
|
|
|
Apr 05, 2022
Q1 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-47.9KClosed |
$5.67M - $6.29M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.58KNew |
$338K - $348K
|
2.58K
$280K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6- 0.23% |
$786 - $809
|
2.62K
$284K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
89New |
$11.7K - $12K
|
89
$9.65K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
422New |
$55.3K - $56.9K
|
422
$45.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
118New |
$15.5K - $15.9K
|
118
$12.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-47Closed |
$6.16K - $6.34K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.52KClosed |
$199K - $205K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-87.3KClosed |
$11.4M - $11.8M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-107Closed |
$14K - $14.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Baymount Management LP
Miami, FL |
SELL
|
PUT |
-1MClosed |
$131M - $135M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ovata Capital Management LTD
|
SELL
|
- |
-1.65KClosed |
$216K - $223K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-5.32KClosed |
$697K - $718K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3.81KClosed |
$499K - $514K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-74.2KClosed |
$9.72M - $10M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
V3 Capital Management, L.P.
White Plains, NY |
SELL
|
PUT |
-540KClosed |
$70.7M - $72.8M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-569K- 74.0% |
$74.6M - $76.8M
|
200K
$21.7M
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-5.65KClosed |
$740K - $762K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.94KClosed |
$254K - $261K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-3.02KClosed |
$396K - $407K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-147Closed |
$19.3K - $19.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-3.53KClosed |
$462K - $476K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.59KClosed |
$208K - $214K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-32.9KClosed |
$4.3M - $4.43M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-33Closed |
$4.32K - $4.45K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-4.06KClosed |
$532K - $548K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-1.51KClosed |
$197K - $203K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
SELL
|
- |
-25- 18.52% |
$3.27K - $3.37K
|
110
$11.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.15KClosed |
$281K - $290K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-4.27KClosed |
$559K - $576K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Fosun International LTD
|
SELL
|
- |
-384KClosed |
$50.2M - $51.7M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
BUY
|
- |
197K+ 219.32% |
$25.9M - $26.6M
|
287K
$31.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-121Closed |
$15.8K - $16.3K
|
0
$0
|
|