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 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-47- 0.55% |
$5.01K - $5.32K
|
8.45K
$915K
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$1.13M - $1.2M
|
10.6K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
129+ 1.4% |
$13.7K - $14.6K
|
9.33K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.67KNew |
$391K - $415K
|
3.67K
$398K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
193K+ 33367.36% |
$20.6M - $21.9M
|
194K
$21M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-953- 6.16% |
$102K - $108K
|
14.5K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.09K- 36.04% |
$223K - $236K
|
3.71K
$402K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-8.07K- 11.74% |
$860K - $913K
|
60.7K
$6.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3.82K- 39.54% |
$407K - $432K
|
5.84K
$633K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.46K+ 1.89% |
$262K - $278K
|
132K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-531- 10.86% |
$56.6K - $60.1K
|
4.36K
$472K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
32+ 3.2% |
$3.41K - $3.62K
|
1.03K
$112K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.92K- 5.74% |
$311K - $330K
|
47.8K
$5.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.35K- 3.91% |
$251K - $266K
|
57.7K
$6.25M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-378- 13.27% |
$40.3K - $42.8K
|
2.47K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.4K- 3.27% |
$1.1M - $1.17M
|
307K
$33.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-426- 66.88% |
$45.4K - $48.2K
|
211
$22.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.56% |
$6.39K - $6.79K
|
10.8K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.77K+ 71.56% |
$402K - $427K
|
9.04K
$980K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
794+ 9.01% |
$84.6K - $89.8K
|
9.6K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-204K- 99.07% |
$21.7M - $23.1M
|
1.91K
$207K
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
25+ 0.42% |
$2.66K - $2.83K
|
5.91K
$640K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-562- 7.43% |
$59.9K - $63.6K
|
7K
$758K
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-31.3K- 26.3% |
$3.34M - $3.54M
|
87.7K
$9.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
809KNew |
$86.2M - $91.5M
|
809K
$87.6M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-250K- 32.85% |
$26.6M - $28.3M
|
511K
$55.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
73+ 8.13% |
$7.78K - $8.26K
|
971
$105K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.5K+ 7.43% |
$1.11M - $1.18M
|
151K
$16.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 12.33% |
$53.3K - $56.6K
|
3.56K
$385K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.82K+ 3.2% |
$1.05M - $1.11M
|
316K
$34.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-304- 11.02% |
$32.4K - $34.4K
|
2.46K
$266K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-62.7K- 99.68% |
$6.68M - $7.1M
|
200
$21.7K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
301+ 2.67% |
$32.1K - $34K
|
11.6K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-64.7K- 25.66% |
$6.9M - $7.32M
|
188K
$20.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
51+ 9.62% |
$5.43K - $5.77K
|
581
$62.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9- 1.3% |
$959 - $1.02K
|
681
$73.8K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11KNew |
$1.18M - $1.25M
|
11K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
45New |
$4.8K - $5.09K
|
45
$4.87K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-723- 0.56% |
$77K - $81.8K
|
129K
$14M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
905+ 1.99% |
$96.4K - $102K
|
46.3K
$5.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
711+ 7.2% |
$75.8K - $80.4K
|
10.6K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-74- 0.09% |
$7.89K - $8.37K
|
77.8K
$8.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-870- 6.04% |
$92.7K - $98.4K
|
13.5K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.8K+ 9.88% |
$192K - $204K
|
20K
$2.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
234+ 6.56% |
$24.9K - $26.5K
|
3.8K
$412K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
48.6K+ 175.7% |
$5.18M - $5.49M
|
76.2K
$8.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
8.38KNew |
$893K - $948K
|
8.38K
$908K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.91KNew |
$203K - $216K
|
1.91K
$207K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
361+ 32.79% |
$38.5K - $40.8K
|
1.46K
$158K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
101+ 0.9% |
$10.8K - $11.4K
|
11.3K
$1.23M
|