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 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
217+ 0.29% |
$23.1K - $24.5K
|
76.3K
$8.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
50.2KNew |
$5.34M - $5.67M
|
50.2K
$5.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11- 9.57% |
$1.17K - $1.24K
|
104
$11.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-19.5K- 90.8% |
$2.08M - $2.21M
|
1.98K
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
27+ 1.33% |
$2.88K - $3.05K
|
2.05K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-30- 0.15% |
$3.2K - $3.39K
|
19.3K
$2.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-149- 1.46% |
$15.9K - $16.9K
|
10K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.55K+ 24.57% |
$165K - $176K
|
7.87K
$853K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
97.2K+ 85.31% |
$10.4M - $11M
|
211K
$22.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
375+ 1.79% |
$40K - $42.4K
|
21.3K
$2.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
3.39KNew |
$361K - $383K
|
3.39K
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-3- 0.1% |
$320 - $339
|
2.94K
$318K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
503+ 2.63% |
$53.6K - $56.9K
|
19.6K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-475- 11.98% |
$50.6K - $53.7K
|
3.49K
$378K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
414+ 0.54% |
$44.1K - $46.8K
|
76.6K
$8.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.3K+ 17.85% |
$1.1M - $1.17M
|
68.2K
$7.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
218KNew |
$23.2M - $24.6M
|
218K
$23.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
126New |
$13.4K - $14.3K
|
126
$13.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-183- 4.93% |
$19.5K - $20.7K
|
3.53K
$382K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 1.37% |
$320 - $339
|
222
$24K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.17KNew |
$551K - $585K
|
5.17K
$560K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-210- 79.55% |
$22.4K - $23.8K
|
54
$5.85K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10+ 0.18% |
$1.07K - $1.13K
|
5.57K
$603K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
122New |
$13K - $13.8K
|
122
$13.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-6.61K- 8.71% |
$704K - $747K
|
69.2K
$7.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 1.55% |
$213 - $226
|
131
$14.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
634+ 5.26% |
$67.6K - $71.7K
|
12.7K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-23.8K- 18.78% |
$2.54M - $2.7M
|
103K
$11.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.19K+ 5.41% |
$553K - $587K
|
101K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
59.1K+ 26.52% |
$6.3M - $6.69M
|
282K
$30.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-164K- 17.58% |
$17.5M - $18.5M
|
769K
$83.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.37K+ 7.04% |
$146K - $155K
|
20.8K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.79K- 35.03% |
$191K - $203K
|
3.33K
$360K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
20+ 0.03% |
$2.13K - $2.26K
|
58.3K
$6.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-344- 1.94% |
$36.7K - $38.9K
|
17.4K
$1.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
16.6K+ 30.5% |
$1.77M - $1.88M
|
70.9K
$7.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
13.9K+ 40.51% |
$1.48M - $1.57M
|
48.2K
$5.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.53% |
$1.28K - $1.36K
|
2.29K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
7.31K+ 5.23% |
$779K - $827K
|
147K
$15.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-41- 12.85% |
$4.37K - $4.64K
|
278
$30.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.67K- 9.08% |
$178K - $189K
|
16.7K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
200New |
$21.3K - $22.6K
|
200
$21.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
221+ 5.05% |
$23.5K - $25K
|
4.6K
$498K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-199- 2.04% |
$21.2K - $22.5K
|
9.57K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-111- 5.45% |
$11.8K - $12.6K
|
1.93K
$209K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-88- 0.9% |
$9.38K - $9.95K
|
9.64K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8.55K+ 4.4% |
$911K - $967K
|
203K
$22M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-12- 0.27% |
$1.28K - $1.36K
|
4.37K
$473K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.2KNew |
$1.62M - $1.72M
|
15.2K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-4.79K- 2.87% |
$511K - $542K
|
162K
$17.6M
|