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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-32.1K- 2.39% |
$3.43M - $3.64M
|
1.32M
$143M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-840- 0.94% |
$89.5K - $95K
|
88.1K
$9.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.48% |
$320 - $339
|
624
$67.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
7.07K+ 7.11% |
$754K - $800K
|
107K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
2.33KNew |
$248K - $264K
|
2.33K
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-623- 12.09% |
$66.4K - $70.5K
|
4.53K
$491K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
15.7K+ 73.83% |
$1.67M - $1.77M
|
36.9K
$4M
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-7.48M- 83.88% |
$797M - $846M
|
1.44M
$156M
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
1.55K+ 8.04% |
$165K - $175K
|
20.8K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.25K- 30.09% |
$240K - $255K
|
5.23K
$567K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60.5K+ 1502.95% |
$6.45M - $6.85M
|
64.6K
$6.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-428- 5.33% |
$45.6K - $48.4K
|
7.61K
$824K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
36.6K+ 5.19% |
$3.9M - $4.14M
|
742K
$80.4M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2K- 32.99% |
$213K - $226K
|
4.06K
$439K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-613- 0.83% |
$65.3K - $69.3K
|
72.9K
$7.89M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-477- 3.81% |
$50.8K - $54K
|
12K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
543+ 100.18% |
$57.9K - $61.4K
|
1.09K
$118K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3K+ 3.17% |
$319K - $339K
|
97.5K
$10.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-21- 10.1% |
$2.24K - $2.38K
|
187
$20.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
899+ 3.39% |
$95.8K - $102K
|
27.4K
$2.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
249KNew |
$26.6M - $28.2M
|
249K
$27M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
29+ 1.45% |
$3.09K - $3.28K
|
2.03K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
366New |
$39K - $41.4K
|
366
$39.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-325- 3.52% |
$34.6K - $36.8K
|
8.91K
$965K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.06KNew |
$646K - $685K
|
6.06K
$656K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
133+ 5.19% |
$14.2K - $15K
|
2.7K
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.7KNew |
$1.77M - $1.88M
|
16.7K
$1.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
118New |
$12.6K - $13.3K
|
118
$12.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$213 - $226
|
5.12K
$554K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
277+ 59.57% |
$29.5K - $31.3K
|
742
$80.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-14- 0.08% |
$1.49K - $1.58K
|
16.8K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
7.48K+ 12.77% |
$797K - $845K
|
66K
$7.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-159- 4.64% |
$16.9K - $18K
|
3.27K
$354K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-914- 16.08% |
$97.4K - $103K
|
4.77K
$517K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-210- 2.13% |
$22.4K - $23.8K
|
9.66K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.35K- 16.32% |
$251K - $266K
|
12.1K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
114K+ 19.43% |
$12.2M - $12.9M
|
704K
$76.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
37.7KNew |
$4.02M - $4.27M
|
37.7K
$4.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
7.77K+ 7.73% |
$827K - $878K
|
108K
$11.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-382- 10.91% |
$40.7K - $43.2K
|
3.12K
$338K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
1.91KNew |
$203K - $216K
|
1.91K
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
692+ 1.14% |
$73.7K - $78.3K
|
61.5K
$6.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.98K- 22.56% |
$531K - $564K
|
17.1K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.51K- 11.8% |
$161K - $170K
|
11.3K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.52K+ 356.15% |
$1.01M - $1.08M
|
12.2K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
38.1K+ 65.84% |
$4.06M - $4.31M
|
95.9K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-786- 11.69% |
$83.8K - $88.9K
|
5.94K
$643K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-215K- 9.86% |
$22.9M - $24.3M
|
1.97M
$213M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.48KNew |
$157K - $167K
|
1.48K
$160K
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-5.23K- 3.67% |
$557K - $591K
|
137K
$14.8M
|