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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
SELL
|
- |
-1- 0.9% |
$110 - $113
|
110
$12.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-457- 8.05% |
$50.4K - $51.6K
|
5.22K
$576K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
227+ 0.75% |
$25K - $25.6K
|
30.4K
$3.35M
|
|
|
Jan 23, 2026
Q4 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-295- 4.63% |
$32.5K - $33.3K
|
6.07K
$669K
|
|
|
Jan 23, 2026
Q4 2025
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
8KNew |
$882K - $903K
|
8K
$882K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.55K- 14.94% |
$171K - $175K
|
8.82K
$973K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.3K+ 33.7% |
$144K - $147K
|
5.17K
$570K
|
|
|
Jan 23, 2026
Q4 2025
|
Kelsey Financial, LLC
Moorpark, CA |
BUY
|
- |
94.1KNew |
$10.4M - $10.6M
|
94.1K
$10.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-28- 0.45% |
$3.09K - $3.16K
|
6.2K
$684K
|
|
|
Jan 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-288- 6.07% |
$31.8K - $32.5K
|
4.45K
$491K
|
|
|
Jan 23, 2026
Q4 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-945- 4.01% |
$104K - $107K
|
22.6K
$2.49M
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
298+ 7.72% |
$32.9K - $33.7K
|
4.16K
$458K
|
|
|
Jan 23, 2026
Q4 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.35K+ 18.07% |
$259K - $265K
|
15.4K
$1.69M
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
365+ 10.64% |
$40.2K - $41.2K
|
3.8K
$419K
|
|
|
Jan 23, 2026
Q4 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
17.4K+ 9.66% |
$1.92M - $1.97M
|
198K
$21.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-29.2K- 32.18% |
$3.21M - $3.29M
|
61.4K
$6.77M
|
|
|
Jan 23, 2026
Q4 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
374New |
$41.2K - $42.2K
|
374
$41.2K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-158K- 13.47% |
$17.4M - $17.9M
|
1.02M
$112M
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-75- 0.47% |
$8.27K - $8.47K
|
15.8K
$1.74M
|
|
|
Jan 23, 2026
Q4 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
352+ 1.21% |
$38.8K - $39.7K
|
29.4K
$3.24M
|
|
|
Jan 23, 2026
Q4 2025
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
1.29MNew |
$142M - $146M
|
1.29M
$142M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
116New |
$12.8K - $13.1K
|
116
$12.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
9.96KNew |
$1.1M - $1.12M
|
9.96K
$1.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
167K+ 54.46% |
$18.4M - $18.8M
|
473K
$52.1M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
14.8K+ 4.52% |
$1.63M - $1.67M
|
343K
$37.8M
|
|
|
Jan 22, 2026
Q4 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-341- 8.8% |
$37.6K - $38.5K
|
3.53K
$390K
|
|
|
Jan 22, 2026
Q4 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-141- 5.32% |
$15.5K - $15.9K
|
2.51K
$277K
|
|
|
Jan 22, 2026
Q4 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
558+ 2.18% |
$61.5K - $63K
|
26.1K
$2.88M
|
|
|
Jan 22, 2026
Q4 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-507- 12.61% |
$55.9K - $57.3K
|
3.52K
$388K
|
|
|
Jan 22, 2026
Q4 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-519- 13.75% |
$57.2K - $58.6K
|
3.26K
$359K
|
|
|
Jan 22, 2026
Q4 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
48.7K+ 23.15% |
$5.37M - $5.5M
|
259K
$28.6M
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-35- 0.59% |
$3.86K - $3.95K
|
5.86K
$647K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
111K+ 1289.54% |
$12.3M - $12.6M
|
120K
$13.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
40+ 0.35% |
$4.41K - $4.52K
|
11.4K
$1.26M
|
|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-17.5K- 29.04% |
$1.93M - $1.98M
|
42.9K
$4.73M
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-125- 1.09% |
$13.8K - $14.1K
|
11.3K
$1.25M
|
|
|
Jan 21, 2026
Q4 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
3.67K+ 4.61% |
$404K - $414K
|
83.1K
$9.16M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.25K+ 110.31% |
$248K - $254K
|
4.28K
$472K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-841- 26.61% |
$92.7K - $95K
|
2.32K
$256K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
170New |
$18.7K - $19.2K
|
170
$18.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-2.63K- 10.98% |
$289K - $296K
|
21.3K
$2.35M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.35K+ 1.86% |
$259K - $265K
|
129K
$14.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
2.15K+ 1.66% |
$237K - $242K
|
132K
$14.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4.74K- 5.0% |
$522K - $535K
|
90.1K
$9.94M
|
|
|
Jan 21, 2026
Q4 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-2K- 31.13% |
$221K - $226K
|
4.43K
$488K
|
|
|
Jan 21, 2026
Q4 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
75+ 3.33% |
$8.27K - $8.47K
|
2.33K
$256K
|
|
|
Jan 21, 2026
Q4 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-1.59K- 6.7% |
$175K - $180K
|
22.1K
$2.44M
|
|
|
Jan 21, 2026
Q4 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-454- 13.99% |
$50.1K - $51.3K
|
2.79K
$308K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-15- 0.34% |
$1.65K - $1.69K
|
4.39K
$484K
|
|
|
Jan 21, 2026
Q4 2025
|
Cane Capital Partners, LLC
St Francisville, LA |
BUY
|
- |
7.21KNew |
$795K - $814K
|
7.21K
$795K
|
|