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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
5.63K+ 2.56% |
$600K - $636K
|
225K
$24.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.18K- 6.01% |
$232K - $246K
|
34K
$3.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.74K- 47.18% |
$505K - $536K
|
5.31K
$575K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.86K- 67.14% |
$304K - $323K
|
1.4K
$151K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
302+ 4.52% |
$32.2K - $34.2K
|
6.98K
$756K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-273- 14.58% |
$29.1K - $30.9K
|
1.6K
$173K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
8.94KNew |
$952K - $1.01M
|
8.94K
$968K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-75- 0.79% |
$7.99K - $8.48K
|
9.46K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-949- 1.03% |
$101K - $107K
|
91.2K
$9.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.4K+ 1.22% |
$150K - $159K
|
117K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
116+ 1.43% |
$12.4K - $13.1K
|
8.21K
$889K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1- 0.02% |
$107 - $113
|
4.77K
$517K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
93.8KNew |
$9.99M - $10.6M
|
93.8K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
59K+ 3239.7% |
$6.29M - $6.67M
|
60.8K
$6.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.29K+ 5.46% |
$457K - $485K
|
82.9K
$8.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.15K- 8.72% |
$122K - $130K
|
12K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-8.55K- 50.09% |
$911K - $967K
|
8.52K
$923K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-457- 8.09% |
$48.7K - $51.7K
|
5.19K
$563K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.24M- 99.82% |
$665M - $706M
|
11.1K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
139+ 5.64% |
$14.8K - $15.7K
|
2.61K
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-5.54K- 19.65% |
$590K - $626K
|
22.6K
$2.45M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-38.6K- 11.84% |
$4.12M - $4.37M
|
288K
$31.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
336+ 4.37% |
$35.8K - $38K
|
8.02K
$869K
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
22.2K+ 66.67% |
$2.36M - $2.51M
|
55.4K
$6M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-54- 0.45% |
$5.75K - $6.11K
|
12K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 2637.91% |
$1.53M - $1.63M
|
14.9K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.89K- 3.57% |
$308K - $327K
|
78.1K
$8.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.73K- 11.32% |
$185K - $196K
|
13.6K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.16K+ 10.98% |
$124K - $131K
|
11.7K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-37.8K- 29.82% |
$4.02M - $4.27M
|
88.9K
$9.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.58K+ 18.6% |
$274K - $291K
|
16.4K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-505- 1.97% |
$53.8K - $57.1K
|
25.2K
$2.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
368+ 13.0% |
$39.2K - $41.6K
|
3.2K
$346K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-483- 8.4% |
$51.5K - $54.6K
|
5.27K
$571K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.31K+ 18.21% |
$459K - $487K
|
27.9K
$3.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-5.07K- 2.72% |
$540K - $574K
|
182K
$19.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.09K- 18.05% |
$116K - $123K
|
4.94K
$535K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
52New |
$5.54K - $5.88K
|
52
$5.63K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.6K+ 5.79% |
$384K - $407K
|
65.8K
$7.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
491+ 0.68% |
$52.3K - $55.5K
|
72.5K
$7.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
64+ 0.86% |
$6.82K - $7.24K
|
7.51K
$813K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.51K+ 0.76% |
$160K - $170K
|
198K
$21.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
57+ 1.44% |
$6.07K - $6.45K
|
4.01K
$434K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-9.43K- 3.64% |
$1M - $1.07M
|
250K
$27M
|
|
|
Feb 06, 2025
Q4 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
19.9KNew |
$2.12M - $2.25M
|
19.9K
$2.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Gouws Capital LLC
|
BUY
|
- |
50+ 0.82% |
$5.33K - $5.66K
|
6.18K
$669K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-12.9K- 22.35% |
$1.38M - $1.46M
|
44.9K
$4.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-677K- 23.8% |
$72.2M - $76.6M
|
2.17M
$235M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.58K- 1.92% |
$914K - $970K
|
438K
$47.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-22- 4.54% |
$2.34K - $2.49K
|
463
$50.2K
|