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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-30- 63.83% |
$3.15K - $3.29K
|
17
$1.81K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-9.83K- 91.84% |
$1.03M - $1.08M
|
873
$93.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.75% |
$736 - $767
|
941
$100K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
53+ 14.44% |
$5.57K - $5.81K
|
420
$44.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-148- 5.29% |
$15.6K - $16.2K
|
2.65K
$283K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10- 1.09% |
$1.05K - $1.1K
|
905
$96.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
11.4KNew |
$1.19M - $1.24M
|
11.4K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
12+ 0.07% |
$1.26K - $1.32K
|
16.4K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-34- 0.76% |
$3.57K - $3.73K
|
4.43K
$473K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.59% |
$420 - $438
|
678
$72.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
722+ 8.77% |
$75.9K - $79.1K
|
8.95K
$955K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
14K+ 27.91% |
$1.47M - $1.53M
|
64.2K
$6.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
11+ 0.38% |
$1.16K - $1.21K
|
2.93K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
1.16K+ 0.99% |
$121K - $127K
|
118K
$12.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.94KNew |
$309K - $322K
|
2.94K
$313K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.97K- 7.37% |
$522K - $545K
|
62.4K
$6.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.71KNew |
$285K - $297K
|
2.71K
$289K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
5+ 0.06% |
$526 - $548
|
8.73K
$932K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
617+ 1.81% |
$64.8K - $67.6K
|
34.7K
$3.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-52- 44.07% |
$5.47K - $5.7K
|
66
$7.05K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
669+ 3.98% |
$70.3K - $73.3K
|
17.5K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-73- 5.23% |
$7.67K - $8K
|
1.32K
$141K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12- 0.52% |
$1.26K - $1.32K
|
2.28K
$244K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-7.47K- 28.5% |
$785K - $819K
|
18.7K
$2M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
26.6KNew |
$2.8M - $2.92M
|
26.6K
$2.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-351- 7.75% |
$36.9K - $38.5K
|
4.18K
$446K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
120+ 1.43% |
$12.6K - $13.2K
|
8.5K
$907K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.44K- 8.09% |
$257K - $268K
|
27.8K
$2.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.72K- 21.6% |
$180K - $188K
|
6.23K
$665K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.24K+ 1.38% |
$340K - $355K
|
238K
$25.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-55- 6.57% |
$5.78K - $6.03K
|
782
$83.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-112- 2.22% |
$11.8K - $12.3K
|
4.94K
$527K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
155+ 0.33% |
$16.3K - $17K
|
46.7K
$4.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-32- 5.87% |
$3.36K - $3.51K
|
513
$54.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.51K- 47.22% |
$263K - $275K
|
2.8K
$299K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.41K+ 6.02% |
$674K - $703K
|
113K
$12.1M
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
782+ 9.53% |
$82.2K - $85.7K
|
8.99K
$959K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
11.5K+ 4.51% |
$1.21M - $1.26M
|
267K
$28.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
294+ 3.52% |
$30.9K - $32.2K
|
8.65K
$923K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.77K- 48.97% |
$291K - $304K
|
2.89K
$308K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
78New |
$8.2K - $8.55K
|
78
$8.33K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.14KNew |
$225K - $235K
|
2.14K
$229K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.99K+ 8.7% |
$629K - $656K
|
74.8K
$7.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-31- 1.26% |
$3.26K - $3.4K
|
2.43K
$260K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-506- 4.34% |
$53.2K - $55.5K
|
11.2K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.22KNew |
$233K - $243K
|
2.22K
$237K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
1+ 0.85% |
$105 - $110
|
119
$12.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
170+ 2.36% |
$17.9K - $18.6K
|
7.38K
$788K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
6New |
$631 - $658
|
6
$641
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-89.5K- 22.5% |
$9.4M - $9.81M
|
308K
$32.9M
|