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
|
First American Trust, Fsb
|
BUY
|
- |
7.03K+ 12.85% |
$746K - $800K
|
61.7K
$6.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.4K+ 17.52% |
$360K - $386K
|
22.8K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-130- 0.49% |
$13.8K - $14.8K
|
26.3K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
16+ 0.65% |
$1.7K - $1.82K
|
2.47K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.28KNew |
$242K - $260K
|
2.28K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-391- 0.47% |
$41.5K - $44.5K
|
83.2K
$9.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
6.39K+ 7.61% |
$678K - $727K
|
90.3K
$9.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5.83K+ 5.32% |
$619K - $663K
|
115K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
PUT |
110K+ 68.75% |
$11.7M - $12.5M
|
270K
$29.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-959- 6.98% |
$102K - $109K
|
12.8K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
900+ 20.11% |
$95.5K - $102K
|
5.38K
$583K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
4.09K+ 1.95% |
$434K - $465K
|
214K
$23.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
378New |
$40.1K - $43K
|
378
$41K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-7.93K- 61.22% |
$841K - $902K
|
5.02K
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
77.9K+ 108.91% |
$8.26M - $8.86M
|
149K
$16.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-298K- 58.59% |
$31.7M - $33.9M
|
211K
$22.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
245+ 1.01% |
$26K - $27.9K
|
24.4K
$2.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-91- 1.17% |
$9.66K - $10.3K
|
7.66K
$831K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-154K- 18.77% |
$16.4M - $17.5M
|
667K
$72.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.7K- 0.75% |
$1.14M - $1.22M
|
1.42M
$153M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
32KNew |
$3.39M - $3.63M
|
32K
$3.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-123K- 6.49% |
$13M - $14M
|
1.77M
$192M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.51K+ 5.96% |
$266K - $285K
|
44.6K
$4.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
40+ 1.07% |
$4.24K - $4.55K
|
3.79K
$411K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
100New |
$10.6K - $11.4K
|
100
$10.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-434- 3.87% |
$46.1K - $49.4K
|
10.8K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-361- 28.34% |
$38.3K - $41.1K
|
913
$99K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-935- 5.22% |
$99.2K - $106K
|
17K
$1.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
2K+ 15.36% |
$212K - $227K
|
15K
$1.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-24- 0.13% |
$2.55K - $2.73K
|
18.1K
$1.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
72K+ 19949.58% |
$7.64M - $8.19M
|
72.4K
$7.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.08K+ 3.75% |
$221K - $237K
|
57.6K
$6.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
49.8KNew |
$5.28M - $5.66M
|
49.8K
$5.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.7K- 5.49% |
$1.56M - $1.67M
|
252K
$27.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
256New |
$27.2K - $29.1K
|
256
$27.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
52.5K+ 39.08% |
$5.57M - $5.97M
|
187K
$20.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-133- 66.5% |
$14.1K - $15.1K
|
67
$7.26K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.35K+ 132.96% |
$568K - $608K
|
9.37K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
106K+ 173.48% |
$11.2M - $12M
|
167K
$18.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
296K+ 12.87% |
$31.4M - $33.7M
|
2.6M
$282M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-4.66K- 52.53% |
$495K - $530K
|
4.21K
$457K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-546- 16.39% |
$57.9K - $62.1K
|
2.79K
$302K
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.43K- 1.67% |
$258K - $276K
|
143K
$15.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
76.1KNew |
$8.07M - $8.65M
|
76.1K
$8.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.82KNew |
$193K - $207K
|
1.82K
$197K
|
|
|
Nov 08, 2024
Q3 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
459KNew |
$48.7M - $52.2M
|
459K
$49.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
58+ 11.89% |
$6.15K - $6.6K
|
546
$59.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-221- 1.76% |
$23.5K - $25.1K
|
12.3K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
172New |
$18.3K - $19.6K
|
172
$18.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
133+ 1.76% |
$14.1K - $15.1K
|
7.68K
$833K
|