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 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-884- 23.71% |
$93.8K - $101K
|
2.84K
$308K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
995+ 3.45% |
$106K - $113K
|
29.8K
$3.24M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
217+ 8.24% |
$23K - $24.7K
|
2.85K
$309K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.32KNew |
$565K - $605K
|
5.32K
$577K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
34New |
$3.61K - $3.87K
|
34
$3.69K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-32.6K- 65.02% |
$3.46M - $3.71M
|
17.5K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.7K+ 15.86% |
$2.19M - $2.35M
|
151K
$16.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-969- 5.19% |
$103K - $110K
|
17.7K
$1.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
37+ 0.44% |
$3.93K - $4.21K
|
8.38K
$909K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.06K- 99.18% |
$219K - $235K
|
17
$1.84K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.05K- 62.79% |
$111K - $119K
|
621
$67.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-256- 6.75% |
$27.2K - $29.1K
|
3.54K
$384K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-4.9K- 12.78% |
$520K - $557K
|
33.4K
$3.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
63+ 1.08% |
$6.68K - $7.16K
|
5.89K
$638K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-185- 6.67% |
$19.6K - $21K
|
2.59K
$281K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.07K- 29.87% |
$325K - $349K
|
7.2K
$780K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
830+ 24.58% |
$88.1K - $94.4K
|
4.21K
$456K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
140KNew |
$14.9M - $15.9M
|
140K
$15.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-167- 2.45% |
$17.7K - $19K
|
6.64K
$720K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.18K+ 2.11% |
$125K - $134K
|
56.9K
$6.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-65- 0.44% |
$6.9K - $7.39K
|
14.9K
$1.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-16.3K- 37.1% |
$1.73M - $1.85M
|
27.6K
$2.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
5.38K+ 17.26% |
$571K - $612K
|
36.6K
$3.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-185- 6.73% |
$19.6K - $21K
|
2.56K
$278K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
958+ 18.94% |
$102K - $109K
|
6.02K
$652K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.1K- 0.04% |
$117K - $125K
|
2.58M
$279M
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
BUY
|
- |
6.1K+ 41.5% |
$647K - $694K
|
20.8K
$2.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.86K+ 0.33% |
$303K - $325K
|
867K
$94M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
77+ 3.48% |
$8.17K - $8.76K
|
2.29K
$248K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.58K- 8.19% |
$168K - $180K
|
17.7K
$1.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.58K- 13.91% |
$168K - $180K
|
9.8K
$1.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-200- 89.69% |
$21.2K - $22.7K
|
23
$2.49K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.7K- 28.02% |
$1.56M - $1.67M
|
37.7K
$4.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
29.1K+ 29.47% |
$3.09M - $3.31M
|
128K
$13.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
41New |
$4.35K - $4.66K
|
41
$4.45K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.17K- 16.28% |
$124K - $133K
|
6.03K
$654K
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
11.6K+ 9.82% |
$1.23M - $1.32M
|
130K
$14.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.12M+ 14.43% |
$119M - $128M
|
8.92M
$967M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$106 - $114
|
2.87K
$311K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.93K- 99.95% |
$204K - $219K
|
1
$108
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
531+ 2.84% |
$56.3K - $60.4K
|
19.2K
$2.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
2.26K+ 74.48% |
$239K - $257K
|
5.29K
$573K
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
169+ 2.6% |
$17.9K - $19.2K
|
6.68K
$724K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.78K- 1.99% |
$507K - $544K
|
235K
$25.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-380- 0.95% |
$40.3K - $43.2K
|
39.4K
$4.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
255K+ 7.25% |
$27.1M - $29M
|
3.78M
$410M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-9.67K- 58.98% |
$1.03M - $1.1M
|
6.73K
$729K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-112- 96.55% |
$11.9K - $12.7K
|
4
$434
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.14K+ 12.36% |
$227K - $243K
|
19.4K
$2.11M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1- 0.04% |
$106 - $114
|
2.69K
$292K
|