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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.45KClosed |
$321K - $330K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-1.5KClosed |
$196K - $202K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-476- 18.54% |
$62.3K - $64.2K
|
2.09K
$227K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-320Closed |
$41.9K - $43.2K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
PUT |
-56.8KClosed |
$7.44M - $7.66M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.3KClosed |
$302K - $310K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-107Closed |
$14K - $14.4K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-220Closed |
$28.8K - $29.7K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-53Closed |
$6.94K - $7.15K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
37.4KNew |
$4.9M - $5.05M
|
37.4K
$4.06M
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-1.67KClosed |
$219K - $225K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-9.32KClosed |
$1.22M - $1.26M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
147K+ 10.27% |
$19.3M - $19.8M
|
1.58M
$171M
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-360- 15.48% |
$47.2K - $48.6K
|
1.97K
$213K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-915Closed |
$120K - $123K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
SELL
|
- |
-12Closed |
$1.57K - $1.62K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.86KClosed |
$244K - $251K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
SELL
|
- |
-1.73KClosed |
$226K - $233K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-18.4KClosed |
$2.41M - $2.48M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Sicart Associates LLC
|
SELL
|
- |
-1.5KClosed |
$196K - $202K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-23.7KClosed |
$3.1M - $3.19M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.54KClosed |
$201K - $207K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-6.72KClosed |
$881K - $907K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Genworth Financial Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
43New |
$5.63K - $5.8K
|
43
$4.66K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-445- 54.67% |
$58.3K - $60K
|
369
$40K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
34New |
$4.45K - $4.59K
|
34
$3.69K
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-4.93KClosed |
$646K - $665K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.52KClosed |
$198K - $204K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.63KClosed |
$213K - $220K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
64+ 3.22% |
$8.38K - $8.63K
|
2.05K
$222K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-1.67KClosed |
$219K - $226K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-690Closed |
$91.8K - $94.1K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-688Closed |
$91.5K - $93.8K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Uss Investment Management LTD
|
SELL
|
- |
-2.39MClosed |
$318M - $325M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-26.3KClosed |
$3.49M - $3.58M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-155Closed |
$20.6K - $21.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.08KClosed |
$276K - $283K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.5KClosed |
$200K - $204K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-3.73KClosed |
$496K - $508K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-44KClosed |
$5.85M - $6M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.62KClosed |
$215K - $220K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.13KClosed |
$683K - $700K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-33Closed |
$4.39K - $4.5K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-29KClosed |
$3.85M - $3.95M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
BUY
|
- |
2.25K+ 54.34% |
$299K - $306K
|
6.39K
$692K
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-100Closed |
$13.3K - $13.6K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.89KClosed |
$251K - $257K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Todd Asset Management LLC
|
SELL
|
- |
-1.49KClosed |
$198K - $203K
|
0
$0
|
|