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 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.73KClosed |
$185K - $210K
|
0
$0
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-1.56K- 17.03% |
$167K - $189K
|
7.59K
$819K
|
|
Aug 11, 2022
Q2 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-1.4KClosed |
$150K - $170K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.24KClosed |
$133K - $150K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-1.16K- 5.9% |
$124K - $141K
|
18.5K
$1.99M
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-917- 3.01% |
$98.5K - $111K
|
29.5K
$3.19M
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-888Closed |
$95.4K - $108K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-803- 87.19% |
$86.3K - $97.6K
|
118
$12.7K
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-722Closed |
$77.6K - $87.7K
|
0
$0
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-683- 9.82% |
$73.4K - $83K
|
6.27K
$677K
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-683- 17.54% |
$73.4K - $83K
|
3.21K
$347K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-650Closed |
$69.8K - $79K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-523- 18.6% |
$56.2K - $63.5K
|
2.29K
$247K
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-393Closed |
$42.2K - $47.8K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-331Closed |
$35.6K - $40.2K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-315Closed |
$33.8K - $38.3K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-270- 12.56% |
$29K - $32.8K
|
1.88K
$203K
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-219- 9.04% |
$23.5K - $26.6K
|
2.2K
$238K
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-217- 3.52% |
$23.3K - $26.4K
|
5.95K
$643K
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-212Closed |
$22.8K - $25.8K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-210- 50.85% |
$22.6K - $25.5K
|
203
$21.9K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-202Closed |
$21.7K - $24.5K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-187Closed |
$20.1K - $22.7K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-176Closed |
$18.9K - $21.4K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-176Closed |
$18.9K - $21.4K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-169- 4.09% |
$18.2K - $20.5K
|
3.97K
$428K
|
|
Jul 26, 2022
Q2 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-155- 6.2% |
$16.6K - $18.8K
|
2.35K
$253K
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-150- 21.43% |
$16.1K - $18.2K
|
550
$59.4K
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-138- 47.59% |
$14.8K - $16.8K
|
152
$16.4K
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-136- 66.67% |
$14.6K - $16.5K
|
68
$7.34K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-134Closed |
$14.4K - $16.3K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-129- 5.55% |
$13.9K - $15.7K
|
2.2K
$237K
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-120- 5.4% |
$12.9K - $14.6K
|
2.1K
$227K
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-100Closed |
$10.7K - $12.2K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-100- 4.24% |
$10.7K - $12.2K
|
2.26K
$244K
|
|
Aug 09, 2022
Q2 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-90- 47.37% |
$9.67K - $10.9K
|
100
$10.8K
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-37Closed |
$3.97K - $4.5K
|
0
$0
|
|
Sep 07, 2022
Q2 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-30Closed |
$3.22K - $3.65K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-30- 10.17% |
$3.22K - $3.65K
|
265
$28.6K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-27- 0.6% |
$2.9K - $3.28K
|
4.45K
$481K
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-25Closed |
$2.69K - $3.04K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-20- 26.32% |
$2.15K - $2.43K
|
56
$6.05K
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-17Closed |
$1.83K - $2.07K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-8Closed |
$859 - $972
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-2Closed |
$215 - $243
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-7.7MClosed |
$912M - $1.01B
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
PUT |
-413KClosed |
$49M - $54.2M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-269KClosed |
$31.8M - $35.2M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-216K- 88.03% |
$25.5M - $28.3M
|
29.3K
$3.16M
|
|
May 06, 2022
Q1 2022
|
Hilton Capital Management, LLC
|
SELL
|
- |
-109KClosed |
$12.9M - $14.3M
|
0
$0
|