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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
210+ 8.25% |
$22.6K - $23.6K
|
2.76K
$304K
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 43.06% |
$147K - $154K
|
4.55K
$501K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.08K+ 12.96% |
$224K - $234K
|
18.2K
$2M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-866- 19.84% |
$93.2K - $97.3K
|
3.5K
$386K
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-86- 72.27% |
$9.26K - $9.66K
|
33
$3.64K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.3K- 36.37% |
$140K - $146K
|
2.27K
$250K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.56KNew |
$383K - $399K
|
3.56K
$392K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-102- 0.58% |
$11K - $11.5K
|
17.3K
$1.91M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
73+ 0.89% |
$7.86K - $8.2K
|
8.29K
$914K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
21K+ 181.04% |
$2.26M - $2.36M
|
32.6K
$3.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
649+ 0.48% |
$69.9K - $72.9K
|
137K
$15.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
25New |
$2.69K - $2.81K
|
25
$2.76K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
65+ 3.09% |
$7K - $7.3K
|
2.17K
$239K
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
393+ 0.71% |
$42.3K - $44.2K
|
55.6K
$6.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-51- 0.42% |
$5.49K - $5.73K
|
12.2K
$1.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-206- 3.91% |
$22.2K - $23.1K
|
5.06K
$558K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-13.1K- 5.89% |
$1.41M - $1.47M
|
209K
$23M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-34- 0.98% |
$3.66K - $3.82K
|
3.43K
$378K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.47K- 6.96% |
$589K - $615K
|
73.1K
$8.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-263- 8.39% |
$28.3K - $29.6K
|
2.87K
$317K
|
|
|
Nov 04, 2025
Q3 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-9.66K- 8.64% |
$1.04M - $1.09M
|
102K
$11.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-93- 2.04% |
$10K - $10.4K
|
4.47K
$492K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-3.91K- 3.15% |
$421K - $439K
|
120K
$13.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
26.3K+ 31.27% |
$2.83M - $2.96M
|
111K
$12.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-14K- 10.8% |
$1.51M - $1.57M
|
116K
$12.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-89- 0.31% |
$9.58K - $10K
|
29K
$3.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.02K- 10.31% |
$217K - $227K
|
17.6K
$1.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.77K+ 2.61% |
$191K - $199K
|
69.7K
$7.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.05KNew |
$328K - $343K
|
3.05K
$336K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-345K- 26.85% |
$37.1M - $38.8M
|
940K
$104M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.01K- 25.16% |
$324K - $338K
|
8.94K
$985K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
6.76K+ 65.93% |
$728K - $760K
|
17K
$1.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-106- 12.69% |
$11.4K - $11.9K
|
729
$80.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
48.4K+ 136.12% |
$5.21M - $5.44M
|
83.9K
$9.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-57- 1.9% |
$6.14K - $6.4K
|
2.94K
$325K
|
|
|
Nov 04, 2025
Q3 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
3.14K+ 9.1% |
$338K - $352K
|
37.6K
$4.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
16+ 5.9% |
$1.72K - $1.8K
|
287
$31.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
92New |
$9.9K - $10.3K
|
92
$10.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-138- 2.39% |
$14.9K - $15.5K
|
5.63K
$620K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-134K- 89.96% |
$14.5M - $15.1M
|
15K
$1.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30New |
$3.23K - $3.37K
|
30
$3.31K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.31K+ 4533.33% |
$249K - $260K
|
2.36K
$261K
|
|
|
Nov 04, 2025
Q3 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-577K- 68.73% |
$62.2M - $64.9M
|
263K
$29M
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-39- 0.9% |
$4.2K - $4.38K
|
4.27K
$471K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
274+ 14.07% |
$29.5K - $30.8K
|
2.22K
$245K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
141K+ 4014.62% |
$15.2M - $15.9M
|
145K
$16M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
284+ 4.91% |
$30.6K - $31.9K
|
6.07K
$669K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-97- 96.04% |
$10.4K - $10.9K
|
4
$441
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.93K+ 12.43% |
$208K - $217K
|
17.5K
$1.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
794K+ 16.18% |
$85.5M - $89.3M
|
5.7M
$629M
|
|