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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-379- 11.78% |
$40.2K - $41.9K
|
2.84K
$309K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-374- 51.66% |
$39.7K - $41.3K
|
350
$38.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-315- 13.07% |
$33.4K - $34.8K
|
2.1K
$228K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-300- 11.98% |
$31.8K - $33.1K
|
2.21K
$240K
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-300- 10.28% |
$31.8K - $33.1K
|
2.62K
$285K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-239- 9.35% |
$25.3K - $26.4K
|
2.32K
$252K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-218- 9.83% |
$23.1K - $24.1K
|
2K
$218K
|
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-205- 70.69% |
$21.7K - $22.6K
|
85
$9.25K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-150- 3.99% |
$15.9K - $16.6K
|
3.61K
$392K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-141- 29.81% |
$14.9K - $15.6K
|
332
$36.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-137- 5.49% |
$14.5K - $15.1K
|
2.36K
$257K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-90- 0.47% |
$9.54K - $9.94K
|
19.1K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-60- 6.82% |
$6.36K - $6.63K
|
820
$89.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-45- 0.47% |
$4.77K - $4.97K
|
9.55K
$1.04M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-28Closed |
$2.97K - $3.09K
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-4- 80.0% |
$424 - $442
|
1
$109
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Aozora Bank, Ltd.
|
SELL
|
- |
-2.77M- 97.88% |
$291M - $310M
|
60K
$6.53M
|
|
|
May 10, 2023
Q1 2023
|
Nationwide Asset Management LLC
|
SELL
|
- |
-538K- 97.64% |
$56.4M - $60.2M
|
13K
$1.42M
|
|
|
Apr 27, 2023
Q1 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-330K- 94.29% |
$34.6M - $36.9M
|
20K
$2.18M
|
|
|
Nov 27, 2024
Q1 2023
|
Carrhae Capital LLP
London, X0 |
SELL
|
- |
-118KClosed |
$12.4M - $13.2M
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-64K- 44.98% |
$6.72M - $7.16M
|
78.3K
$8.52M
|
|
|
May 10, 2023
Q1 2023
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-47K- 15.41% |
$4.93M - $5.26M
|
258K
$28.1M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-42.4K- 82.67% |
$4.45M - $4.74M
|
8.9K
$968K
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-14.6KClosed |
$1.53M - $1.63M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-12.1K- 85.22% |
$1.27M - $1.36M
|
2.11K
$229K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-11K- 49.56% |
$1.15M - $1.23M
|
11.2K
$1.22M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-10.8K- 52.05% |
$1.13M - $1.2M
|
9.91K
$1.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-8.63K- 24.73% |
$906K - $965K
|
26.3K
$2.86M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-5.36K- 99.59% |
$563K - $600K
|
22
$2.39K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.97KClosed |
$416K - $444K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.85K- 30.09% |
$403K - $430K
|
8.93K
$972K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.54KClosed |
$266K - $284K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-2.23K- 32.59% |
$233K - $249K
|
4.6K
$501K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.43K- 37.97% |
$150K - $160K
|
2.34K
$255K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.4K- 11.91% |
$146K - $156K
|
10.3K
$1.12M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.36K- 42.22% |
$142K - $152K
|
1.86K
$202K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.07K- 21.24% |
$112K - $120K
|
3.97K
$432K
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
SELL
|
- |
-991- 32.65% |
$104K - $111K
|
2.04K
$222K
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-740- 13.19% |
$77.6K - $82.7K
|
4.87K
$530K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-691- 11.31% |
$72.5K - $77.3K
|
5.42K
$589K
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-500- 4.0% |
$52.4K - $55.9K
|
12K
$1.31M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-310- 59.96% |
$32.5K - $34.7K
|
207
$22.5K
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-300- 8.52% |
$31.5K - $33.5K
|
3.22K
$350K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-290- 12.62% |
$30.4K - $32.4K
|
2.01K
$219K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-246- 27.99% |
$25.8K - $27.5K
|
633
$68.9K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-200- 98.04% |
$21K - $22.4K
|
4
$435
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-185- 27.01% |
$19.4K - $20.7K
|
500
$54.4K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-100- 33.33% |
$10.5K - $11.2K
|
200
$21.8K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-89- 23.36% |
$9.34K - $9.95K
|
292
$31.8K
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-79- 3.39% |
$8.29K - $8.83K
|
2.25K
$245K
|
|