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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
35+ 0.83% |
$3.71K - $3.98K
|
4.25K
$460K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-818- 3.67% |
$86.8K - $93K
|
21.5K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.45K- 6.81% |
$260K - $279K
|
33.5K
$3.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.3K+ 2.09% |
$1.62M - $1.74M
|
748K
$81.1M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
57+ 0.15% |
$6.05K - $6.48K
|
38.2K
$4.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.03% |
$106 - $114
|
3.27K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
5.18K+ 2.58% |
$549K - $589K
|
206K
$22.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
72KNew |
$7.64M - $8.19M
|
72K
$7.81M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
21.3K+ 6.93% |
$2.26M - $2.42M
|
328K
$35.6M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
666+ 1.68% |
$70.7K - $75.7K
|
40.4K
$4.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.08K+ 1.21% |
$221K - $237K
|
173K
$18.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1.6K+ 39.02% |
$170K - $182K
|
5.7K
$618K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-19.5K- 70.89% |
$2.07M - $2.22M
|
8K
$867K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-76- 1.3% |
$8.06K - $8.64K
|
5.75K
$624K
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
108+ 0.34% |
$11.5K - $12.3K
|
31.8K
$3.45M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
1.8K+ 12.0% |
$191K - $205K
|
16.8K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.3K+ 58.63% |
$138K - $148K
|
3.53K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
9.17K+ 46.52% |
$973K - $1.04M
|
28.9K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.84K+ 3.68% |
$301K - $323K
|
79.9K
$8.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-7.63K- 40.45% |
$810K - $868K
|
11.2K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
7.32KNew |
$776K - $832K
|
7.32K
$793K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
23.9K+ 36.44% |
$2.53M - $2.71M
|
89.4K
$9.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-55- 0.14% |
$5.84K - $6.25K
|
39.4K
$4.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
575+ 5.02% |
$61K - $65.4K
|
12K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
109K+ 258.84% |
$11.5M - $12.4M
|
151K
$16.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-1.17K- 2.94% |
$124K - $133K
|
38.6K
$4.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.25K- 88.31% |
$239K - $256K
|
298
$32.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
666+ 0.71% |
$70.7K - $75.7K
|
94.5K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
204KNew |
$21.7M - $23.2M
|
204K
$22.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-337- 5.34% |
$35.8K - $38.3K
|
5.97K
$648K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.05K+ 5.01% |
$218K - $233K
|
43K
$4.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.91K+ 143.35% |
$627K - $672K
|
10K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-44.8K- 28.2% |
$4.75M - $5.09M
|
114K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
4.62KNew |
$490K - $525K
|
4.62K
$501K
|
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-6.89K- 29.3% |
$731K - $783K
|
16.6K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
181+ 7.58% |
$19.2K - $20.6K
|
2.57K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-1.5M- 14.67% |
$159M - $171M
|
8.73M
$946M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
150K+ 2.46% |
$15.9M - $17M
|
6.25M
$678M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.66K+ 1.9% |
$388K - $416K
|
196K
$21.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2.31K+ 10.19% |
$245K - $262K
|
24.9K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15.4K+ 20.08% |
$1.63M - $1.75M
|
92K
$9.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-492- 0.79% |
$52.2K - $56K
|
61.8K
$6.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.3K+ 154.12% |
$1.09M - $1.17M
|
16.9K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-12M- 74.6% |
$1.27B - $1.36B
|
4.07M
$442M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
12.4K+ 12.59% |
$1.31M - $1.41M
|
111K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
361+ 4.58% |
$38.3K - $41.1K
|
8.25K
$895K
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-4.9K- 28.65% |
$520K - $557K
|
12.2K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
179K+ 69.32% |
$19M - $20.3M
|
437K
$47.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.19K- 18.48% |
$232K - $249K
|
9.67K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-30- 0.23% |
$3.18K - $3.41K
|
13K
$1.41M
|