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 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.51K- 6.3% |
$1.01M - $1.08M
|
141K
$15.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-617K- 99.06% |
$65.8M - $69.8M
|
5.83K
$632K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-66- 2.89% |
$7.03K - $7.47K
|
2.22K
$241K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
4KNew |
$426K - $452K
|
4K
$433K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
934KNew |
$99.5M - $106M
|
934K
$101M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-185- 0.31% |
$19.7K - $20.9K
|
59.7K
$6.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.28K+ 2.07% |
$136K - $144K
|
63.1K
$6.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
66+ 0.45% |
$7.03K - $7.47K
|
14.7K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-7.86K- 11.31% |
$838K - $889K
|
61.6K
$6.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.59K+ 4.75% |
$169K - $180K
|
35K
$3.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
208+ 7.33% |
$22.2K - $23.5K
|
3.04K
$330K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.25K- 3.83% |
$133K - $141K
|
31.3K
$3.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.76K- 12.46% |
$187K - $199K
|
12.3K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.07K- 10.86% |
$114K - $121K
|
8.78K
$951K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.38KNew |
$360K - $382K
|
3.38K
$366K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.62K+ 5.87% |
$279K - $296K
|
47.2K
$5.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-22.5K- 54.54% |
$2.4M - $2.54M
|
18.7K
$2.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.11K+ 2.91% |
$224K - $238K
|
74.5K
$8.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.06K- 58.02% |
$113K - $120K
|
770
$83.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
40.4K+ 45.15% |
$4.3M - $4.56M
|
130K
$14.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
181K+ 170.23% |
$19.3M - $20.5M
|
288K
$31.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-570K- 13.99% |
$60.7M - $64.5M
|
3.5M
$380M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-35- 52.24% |
$3.73K - $3.96K
|
32
$3.47K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
754+ 3.56% |
$80.3K - $85.3K
|
21.9K
$2.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-221- 0.84% |
$23.5K - $25K
|
26.2K
$2.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.99K- 7.56% |
$212K - $225K
|
24.3K
$2.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-30.7K- 54.21% |
$3.27M - $3.47M
|
25.9K
$2.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.58K- 26.42% |
$382K - $405K
|
9.98K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9.9K+ 4.21% |
$1.05M - $1.12M
|
245K
$26.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-362- 3.28% |
$38.6K - $40.9K
|
10.7K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
575New |
$61.3K - $65K
|
575
$62.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-548- 11.09% |
$58.4K - $62K
|
4.39K
$476K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.6K+ 80.48% |
$1.45M - $1.54M
|
30.5K
$3.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
33.8KNew |
$3.61M - $3.83M
|
33.8K
$3.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4.75K- 63.38% |
$506K - $537K
|
2.75K
$297K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
375+ 8.91% |
$40K - $42.4K
|
4.58K
$496K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-910- 6.89% |
$97K - $103K
|
12.3K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.94K+ 20.4% |
$207K - $219K
|
11.4K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-317- 4.39% |
$33.8K - $35.9K
|
6.9K
$747K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.12K+ 3.48% |
$119K - $126K
|
33.2K
$3.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-470Closed |
$50.1K - $53.2K
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1K- 35.46% |
$107K - $113K
|
1.82K
$197K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
37+ 1.44% |
$3.94K - $4.19K
|
2.61K
$282K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11+ 0.38% |
$1.17K - $1.24K
|
2.91K
$315K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
216+ 6.26% |
$23K - $24.4K
|
3.67K
$397K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-46- 0.12% |
$4.9K - $5.2K
|
38.1K
$4.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.65K+ 3.18% |
$389K - $413K
|
118K
$12.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
13.8KNew |
$1.47M - $1.56M
|
13.8K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.56K+ 18.1% |
$272K - $289K
|
16.7K
$1.81M
|