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 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-478- 16.84% |
$50.9K - $54.1K
|
2.36K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
30.2KNew |
$3.22M - $3.42M
|
30.2K
$3.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.37K+ 78.34% |
$573K - $608K
|
12.2K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-13.8K- 49.01% |
$1.47M - $1.57M
|
14.4K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-740- 12.82% |
$78.9K - $83.7K
|
5.03K
$545K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-42- 1.61% |
$4.48K - $4.75K
|
2.57K
$279K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
888+ 8.24% |
$94.6K - $100K
|
11.7K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40.2K- 99.91% |
$4.29M - $4.55M
|
35
$3.79K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.87K- 14.56% |
$306K - $324K
|
16.8K
$1.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
27.2K+ 43.46% |
$2.9M - $3.08M
|
89.9K
$9.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.57K+ 16.77% |
$274K - $291K
|
17.9K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
250+ 10.99% |
$26.6K - $28.3K
|
2.53K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7.33KNew |
$781K - $829K
|
7.33K
$794K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
12KNew |
$1.27M - $1.35M
|
12K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.28K+ 19.02% |
$562K - $597K
|
33K
$3.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
12.3K+ 73.76% |
$1.31M - $1.39M
|
28.9K
$3.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-302- 7.0% |
$32.2K - $34.2K
|
4.01K
$435K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
57+ 2.43% |
$6.07K - $6.45K
|
2.41K
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.45K- 9.52% |
$794K - $843K
|
70.8K
$7.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
60.2K+ 4.27% |
$6.41M - $6.81M
|
1.47M
$159M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-20.4K- 16.49% |
$2.17M - $2.3M
|
103K
$11.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.61K+ 22.06% |
$278K - $295K
|
14.4K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
323+ 12.84% |
$34.4K - $36.5K
|
2.84K
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
621+ 6.34% |
$66.2K - $70.2K
|
10.4K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
219+ 1.27% |
$23.3K - $24.8K
|
17.5K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-467- 1.22% |
$49.8K - $52.8K
|
37.9K
$4.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-57- 5.86% |
$6.07K - $6.45K
|
915
$99.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-250- 0.46% |
$26.6K - $28.3K
|
54.1K
$5.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
38+ 0.48% |
$4.05K - $4.3K
|
7.95K
$861K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-398- 14.76% |
$42.4K - $45K
|
2.3K
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 0.33% |
$320 - $339
|
916
$99.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-634- 7.89% |
$67.6K - $71.7K
|
7.41K
$802K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.05K- 31.48% |
$218K - $232K
|
4.46K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
225+ 9.17% |
$24K - $25.4K
|
2.68K
$290K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.89K- 25.66% |
$307K - $326K
|
8.36K
$905K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.04% |
$107 - $113
|
2.42K
$262K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.76K- 4.25% |
$614K - $651K
|
130K
$14M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
775+ 19.3% |
$82.6K - $87.7K
|
4.79K
$519K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-10.9K- 29.27% |
$1.16M - $1.23M
|
26.2K
$2.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
688+ 15.78% |
$73.3K - $77.8K
|
5.05K
$547K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
848+ 19.03% |
$90.4K - $95.9K
|
5.31K
$575K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
7.04KNew |
$750K - $796K
|
7.04K
$763K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
64+ 1.74% |
$6.82K - $7.24K
|
3.74K
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-383- 4.93% |
$40.8K - $43.3K
|
7.39K
$800K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-418- 9.15% |
$44.5K - $47.3K
|
4.15K
$449K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-3.47K- 22.9% |
$370K - $392K
|
11.7K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-80- 3.5% |
$8.52K - $9.05K
|
2.21K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-10.2K- 63.46% |
$1.09M - $1.16M
|
5.88K
$637K
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
772+ 3.03% |
$82.3K - $87.3K
|
26.2K
$2.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1K- 16.67% |
$107K - $113K
|
5K
$542K
|