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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-52- 0.87% |
$5.6K - $5.84K
|
5.94K
$655K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-167- 2.75% |
$18K - $18.8K
|
5.9K
$650K
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
SELL
|
- |
-4.75K- 11.07% |
$511K - $534K
|
38.2K
$4.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
161+ 6.19% |
$17.3K - $18.1K
|
2.76K
$305K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
85+ 1.95% |
$9.15K - $9.55K
|
4.45K
$491K
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
7.18K+ 3.26% |
$773K - $807K
|
228K
$25.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20.9KNew |
$2.25M - $2.35M
|
20.9K
$2.31M
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
55.5K+ 49.49% |
$5.98M - $6.24M
|
168K
$18.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 1.14% |
$323 - $337
|
267
$29.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-506- 14.72% |
$54.5K - $56.9K
|
2.93K
$323K
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
90.6KNew |
$9.75M - $10.2M
|
90.6K
$9.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
8.97KNew |
$966K - $1.01M
|
8.97K
$989K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-92- 2.76% |
$9.9K - $10.3K
|
3.25K
$358K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
130+ 0.9% |
$14K - $14.6K
|
14.5K
$1.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-51- 1.09% |
$5.49K - $5.73K
|
4.63K
$510K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-10.7K- 49.46% |
$1.15M - $1.2M
|
10.9K
$1.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
14.1K+ 10.19% |
$1.52M - $1.59M
|
153K
$16.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
2.14K+ 1.09% |
$230K - $240K
|
197K
$21.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.42K- 10.35% |
$260K - $272K
|
20.9K
$2.31M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.01K- 74.56% |
$109K - $114K
|
346
$38.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
827+ 3.85% |
$89K - $92.9K
|
22.3K
$2.46M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-36- 0.72% |
$3.88K - $4.04K
|
4.95K
$545K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-5.67K- 96.07% |
$610K - $637K
|
232
$25.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-65- 2.81% |
$7K - $7.3K
|
2.25K
$248K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-100- 56.5% |
$10.8K - $11.2K
|
77
$8.49K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-734- 11.49% |
$79K - $82.5K
|
5.65K
$623K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
616+ 10266.67% |
$66.3K - $69.2K
|
622
$68.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-378- 6.25% |
$40.7K - $42.5K
|
5.67K
$625K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1K+ 15.39% |
$108K - $112K
|
7.5K
$827K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2.26K+ 104.44% |
$243K - $254K
|
4.42K
$488K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-8.51K- 41.33% |
$917K - $957K
|
12.1K
$1.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-35- 0.45% |
$3.77K - $3.93K
|
7.75K
$854K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
172New |
$18.5K - $19.3K
|
172
$19K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-270K- 31.44% |
$29.1M - $30.4M
|
589K
$64.9M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
58+ 2.4% |
$6.24K - $6.52K
|
2.48K
$273K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.85K+ 5.51% |
$199K - $208K
|
35.4K
$3.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
375New |
$40.4K - $42.1K
|
375
$41.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
139New |
$15K - $15.6K
|
139
$15.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
197+ 1.68% |
$21.2K - $22.1K
|
11.9K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.61K+ 2.21% |
$389K - $406K
|
167K
$18.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-5- 0.12% |
$538 - $562
|
4.02K
$443K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
3.97KNew |
$427K - $446K
|
3.97K
$437K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
3.26KNew |
$351K - $367K
|
3.26K
$360K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-13- 31.71% |
$1.4K - $1.46K
|
28
$3.09K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-234- 0.99% |
$25.2K - $26.3K
|
23.4K
$2.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
229+ 0.44% |
$24.7K - $25.7K
|
51.9K
$5.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
506+ 6.29% |
$54.5K - $56.9K
|
8.55K
$943K
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
3.87KNew |
$417K - $435K
|
3.87K
$427K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
31.9K+ 3.97% |
$3.44M - $3.59M
|
836K
$92.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.79K+ 7.46% |
$193K - $201K
|
25.8K
$2.85M
|
|