Latest Institutional Sells of Ishares Iboxx $ Investment Gra (LQD)
This list provides information on the latest institutional transactions involving Ishares Iboxx $ Investment Gra (LQD) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.06K- 32.57% |
$113K - $117K
|
2.19K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.06K- 94.13% |
$113K - $117K
|
66
$7.19K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.05K- 33.33% |
$112K - $116K
|
2.1K
$229K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-503- 97.1% |
$53.8K - $55.6K
|
15
$1.63K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-313- 38.5% |
$33.5K - $34.6K
|
500
$54.5K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-244- 3.95% |
$26.1K - $27K
|
5.93K
$645K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-200- 9.5% |
$21.4K - $22.1K
|
1.91K
$208K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-182- 6.37% |
$19.5K - $20.1K
|
2.67K
$291K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-150- 4.9% |
$16K - $16.6K
|
2.91K
$317K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-128- 62.75% |
$13.7K - $14.2K
|
76
$8.28K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-100- 0.93% |
$10.7K - $11.1K
|
10.7K
$1.17M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-86- 30.07% |
$9.2K - $9.51K
|
200
$21.8K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-77Closed |
$8.24K - $8.52K
|
0
$0
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-65- 1.71% |
$6.95K - $7.19K
|
3.74K
$407K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-63- 48.09% |
$6.74K - $6.97K
|
68
$7.41K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-40- 0.48% |
$4.28K - $4.43K
|
8.27K
$900K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-34- 85.0% |
$3.64K - $3.76K
|
6
$653
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-31- 1.39% |
$3.32K - $3.43K
|
2.2K
$239K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-16- 42.11% |
$1.71K - $1.77K
|
22
$2.4K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-6- 40.0% |
$642 - $664
|
9
$980
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-925K- 29.86% |
$90.9M - $103M
|
2.17M
$237M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-425K- 81.73% |
$41.8M - $47.3M
|
95K
$10.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Rye Brook Capital LLC
|
SELL
|
- |
-183K- 49.25% |
$18M - $20.3M
|
188K
$20.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-41K- 50.0% |
$4.03M - $4.57M
|
41K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-35.3K- 99.79% |
$3.47M - $3.93M
|
75
$8.17K
|
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-15.9K- 44.63% |
$1.56M - $1.77M
|
19.7K
$2.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-12.8K- 14.86% |
$1.26M - $1.43M
|
73.5K
$8M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-10.5KClosed |
$1.03M - $1.17M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.6K- 24.59% |
$845K - $957K
|
26.4K
$2.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.39K- 98.07% |
$235K - $266K
|
47
$5.12K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-2K- 17.86% |
$196K - $222K
|
9.17K
$999K
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.91K- 13.71% |
$188K - $213K
|
12K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.89K- 50.9% |
$186K - $211K
|
1.83K
$199K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.48K- 36.11% |
$145K - $165K
|
2.62K
$285K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-1.06K- 22.08% |
$104K - $117K
|
3.72K
$405K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1K- 9.26% |
$98.6K - $112K
|
9.82K
$1.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-854- 30.9% |
$83.9K - $95.1K
|
1.91K
$208K
|
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-819- 22.88% |
$80.5K - $91.2K
|
2.76K
$301K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-731- 59.38% |
$71.8K - $81.4K
|
500
$54.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-705- 35.52% |
$69.3K - $78.5K
|
1.28K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-698- 21.74% |
$68.6K - $77.7K
|
2.51K
$274K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-660- 18.36% |
$64.9K - $73.5K
|
2.94K
$320K
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-649- 6.12% |
$63.8K - $72.3K
|
9.95K
$1.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-627- 2.68% |
$61.6K - $69.8K
|
22.8K
$2.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-605- 23.66% |
$59.5K - $67.4K
|
1.95K
$213K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-460- 17.49% |
$45.2K - $51.2K
|
2.17K
$236K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-446- 1.26% |
$43.8K - $49.7K
|
34.9K
$3.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-335- 5.78% |
$32.9K - $37.3K
|
5.46K
$594K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-266- 85.53% |
$26.1K - $29.6K
|
45
$4.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-152- 60.32% |
$14.9K - $16.9K
|
100
$10.9K
|
|