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 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-487KClosed |
$51.2M - $65.4M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-248Closed |
$26.1K - $33.3K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3Closed |
$315 - $403
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-130Closed |
$13.7K - $17.5K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
1.23MNew |
$129M - $165M
|
1.23M
$134M
|
|
May 13, 2020
Q1 2020
|
Brickley Wealth Management
|
SELL
|
- |
-1.8KClosed |
$189K - $241K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Truepoint, Inc.
|
SELL
|
- |
-2.84KClosed |
$298K - $381K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-5.3KClosed |
$556K - $711K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Context Capital Management, LLC
|
SELL
|
- |
-6.4KClosed |
$672K - $859K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Sagil Capital LLP
London, X0 |
SELL
|
- |
-118KClosed |
$12.4M - $15.8M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.89KClosed |
$199K - $254K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-112KClosed |
$11.8M - $15.1M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
303KNew |
$31.9M - $40.8M
|
303K
$33.1M
|
|
May 07, 2020
Q1 2020
|
Davidson Investment Advisors
|
SELL
|
- |
-2.62KClosed |
$275K - $352K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Retirement Planning Group
|
SELL
|
- |
-164KClosed |
$17.2M - $22M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.3KClosed |
$346K - $443K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.78KClosed |
$186K - $238K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.86KClosed |
$300K - $383K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-233Closed |
$24.5K - $31.3K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-150Closed |
$15.8K - $20.1K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.89KClosed |
$304K - $388K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-3.65KClosed |
$384K - $491K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Hedeker Wealth, LLC
|
SELL
|
- |
-34.9KClosed |
$3.67M - $4.68M
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-6Closed |
$630 - $806
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Estate Counselors, LLC
|
SELL
|
- |
-75.7KClosed |
$7.95M - $10.2M
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-33.6KClosed |
$3.53M - $4.52M
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.78KClosed |
$187K - $239K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Palisade Asset Management, LLC
|
SELL
|
- |
-2.07KClosed |
$217K - $277K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-140Closed |
$14.7K - $18.8K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
12.5KNew |
$1.31M - $1.67M
|
12.5K
$1.36M
|
|
Apr 14, 2020
Q1 2020
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-105KClosed |
$11M - $14M
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Arlington Partners LLC
|
SELL
|
- |
-56Closed |
$5.88K - $7.52K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-2KClosed |
$210K - $268K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-350Closed |
$36.8K - $47K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Wildcat Capital Management, LLC
|
SELL
|
- |
-61.4KClosed |
$6.45M - $8.25M
|
0
$0
|
|
Apr 07, 2020
Q1 2020
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.65KClosed |
$173K - $221K
|
0
$0
|
|
Q4 2019 | |||||||
Mar 04, 2020
Q4 2019
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-2.6KClosed |
$327K - $335K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Silver Point Capital L.P.
Greenwich, CT |
BUY
|
PUT |
1.4MNew |
$176M - $180M
|
1.4M
$153M
|
|
Feb 14, 2020
Q4 2019
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-5.9KClosed |
$742K - $758K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-7.26KClosed |
$913K - $933K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-962Closed |
$121K - $124K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-3.81KClosed |
$479K - $490K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.76KClosed |
$347K - $354K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-295Closed |
$37.1K - $37.9K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-1.82KClosed |
$229K - $234K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
6New |
$754 - $771
|
6
$654
|
|
Feb 10, 2020
Q4 2019
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.89KClosed |
$237K - $242K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
624New |
$78.4K - $80.2K
|
624
$68K
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-51Closed |
$6.41K - $6.55K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.74KClosed |
$596K - $610K
|
0
$0
|