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 |
---|---|---|---|---|---|---|---|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
16.8KNew |
$1.79M - $1.9M
|
16.8K
$1.82M
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
22.5KNew |
$2.4M - $2.54M
|
22.5K
$2.44M
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.95KNew |
$208K - $221K
|
1.95K
$211K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
855New |
$91.1K - $96.7K
|
855
$92.6K
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.16% |
$852 - $905
|
4.97K
$538K
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
302+ 5.17% |
$32.2K - $34.2K
|
6.14K
$665K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
30New |
$3.2K - $3.39K
|
30
$3.25K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-70.6K- 50.64% |
$7.52M - $7.99M
|
68.8K
$7.45M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.23K+ 14.82% |
$131K - $139K
|
9.54K
$1.03M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.31KNew |
$353K - $375K
|
3.31K
$359K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-637- 19.59% |
$67.9K - $72.1K
|
2.62K
$283K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
211New |
$22.5K - $23.9K
|
211
$22.9K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
564+ 4.7% |
$60.1K - $63.8K
|
12.6K
$1.36M
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-182K- 86.2% |
$19.4M - $20.6M
|
29.2K
$3.16M
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
3.9KNew |
$415K - $441K
|
3.9K
$422K
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-866- 7.02% |
$92.3K - $98K
|
11.5K
$1.24M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
4.67KNew |
$498K - $528K
|
4.67K
$506K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.24K- 23.91% |
$451K - $479K
|
13.5K
$1.46M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.23KNew |
$238K - $252K
|
2.23K
$242K
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-85.8K- 97.58% |
$9.14M - $9.7M
|
2.12K
$230K
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
56.7K+ 17.22% |
$6.04M - $6.41M
|
386K
$41.8M
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
13.8KNew |
$1.47M - $1.56M
|
13.8K
$1.49M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.9K+ 17.2% |
$2.12M - $2.25M
|
135K
$14.7M
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
2.94KNew |
$313K - $332K
|
2.94K
$318K
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.76K+ 1.87% |
$294K - $312K
|
151K
$16.3M
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-22.8K- 17.85% |
$2.43M - $2.58M
|
105K
$11.4M
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
PUT |
-742K- 87.09% |
$79.1M - $83.9M
|
110K
$11.9M
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.68M+ 796.27% |
$392M - $416M
|
4.14M
$449M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
191K+ 501.72% |
$20.3M - $21.6M
|
229K
$24.8M
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
6.04K+ 8.15% |
$644K - $683K
|
80.2K
$8.68M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
28.2K+ 337.98% |
$3M - $3.19M
|
36.5K
$3.96M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
50.2K+ 33.24% |
$5.35M - $5.68M
|
201K
$21.8M
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-8.69K- 5.65% |
$926K - $982K
|
145K
$15.7M
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-5- 1.42% |
$533 - $566
|
348
$37.7K
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
4.97KNew |
$530K - $562K
|
4.97K
$539K
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
169K+ 36.05% |
$18.1M - $19.2M
|
639K
$69.3M
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-35.4K- 70.03% |
$3.77M - $4M
|
15.1K
$1.64M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-150K- 47.95% |
$16M - $17M
|
163K
$17.7M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
983K+ 1497.51% |
$105M - $111M
|
1.05M
$114M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
750K+ 66.1% |
$79.9M - $84.8M
|
1.88M
$204M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-593- 10.29% |
$63.2K - $67.1K
|
5.17K
$560K
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
28.3K+ 26.07% |
$3.02M - $3.2M
|
137K
$14.8M
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.22% |
$426 - $452
|
1.8K
$195K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.88K+ 78.29% |
$414K - $439K
|
8.85K
$958K
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
143KNew |
$15.2M - $16.1M
|
143K
$15.4M
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2.91K- 59.8% |
$310K - $329K
|
1.96K
$212K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.92K+ 109.62% |
$204K - $217K
|
3.66K
$397K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
579+ 45.59% |
$61.7K - $65.5K
|
1.85K
$200K
|
|
Feb 14, 2025
Q4 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
184KNew |
$19.7M - $20.9M
|
184K
$20M
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-1.8K- 10.71% |
$192K - $204K
|
15K
$1.62M
|