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 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.6K+ 14.1% |
$172K - $180K
|
13K
$1.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-1.72K- 2.63% |
$185K - $194K
|
63.7K
$7.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
590New |
$63.5K - $66.3K
|
590
$65K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
168+ 4.89% |
$18.1K - $18.9K
|
3.61K
$397K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
332+ 1.13% |
$35.7K - $37.3K
|
29.7K
$3.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
374New |
$40.3K - $42K
|
374
$41.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
328+ 1.14% |
$35.3K - $36.9K
|
29.1K
$3.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-859- 3.52% |
$92.5K - $96.5K
|
23.6K
$2.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
11.4KNew |
$1.23M - $1.28M
|
11.4K
$1.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
5.31KNew |
$572K - $597K
|
5.31K
$585K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
97.4K+ 338.45% |
$10.5M - $10.9M
|
126K
$13.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.43KNew |
$261K - $273K
|
2.43K
$268K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.52K+ 3.93% |
$271K - $283K
|
66.6K
$7.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
740+ 2.13% |
$79.7K - $83.1K
|
35.5K
$3.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.43K- 18.67% |
$154K - $161K
|
6.24K
$688K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
39KNew |
$4.2M - $4.38M
|
39K
$4.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
10.9KNew |
$1.18M - $1.23M
|
10.9K
$1.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
38New |
$4.09K - $4.27K
|
38
$4.19K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-43- 6.16% |
$4.63K - $4.83K
|
655
$72.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Trium Capital LLP
London, X0 |
BUY
|
PUT |
1.12MNew |
$121M - $126M
|
1.12M
$123M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-93- 1.64% |
$10K - $10.4K
|
5.58K
$615K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
55+ 8.22% |
$5.92K - $6.18K
|
724
$79.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-1.97K- 2.83% |
$212K - $222K
|
67.8K
$7.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-35.8K- 38.71% |
$3.85M - $4.02M
|
56.6K
$6.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
941+ 4.67% |
$101K - $106K
|
21.1K
$2.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
69+ 1.1% |
$7.43K - $7.75K
|
6.37K
$702K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
3.33K+ 4.78% |
$359K - $374K
|
73.1K
$8.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
56+ 0.44% |
$6.03K - $6.29K
|
12.9K
$1.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
SELL
|
- |
-648- 4.82% |
$69.8K - $72.8K
|
12.8K
$1.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-3- 3.45% |
$323 - $337
|
84
$9.26K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.41K- 1.46% |
$151K - $158K
|
94.9K
$10.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.93% |
$431 - $449
|
434
$47.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.3K- 20.2% |
$248K - $258K
|
9.08K
$1M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
46+ 2.06% |
$4.95K - $5.17K
|
2.28K
$251K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.73K- 2.82% |
$186K - $194K
|
59.6K
$6.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
14.1K+ 7.18% |
$1.52M - $1.58M
|
210K
$23.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.31K- 5.54% |
$249K - $260K
|
39.4K
$4.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
3+ 1.12% |
$323 - $337
|
271
$29.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
7.41K+ 100.08% |
$797K - $832K
|
14.8K
$1.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
980+ 6.36% |
$106K - $110K
|
16.4K
$1.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.1K+ 12.24% |
$119K - $124K
|
10.1K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.49K+ 11.25% |
$161K - $168K
|
14.8K
$1.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.92K- 43.34% |
$314K - $328K
|
3.82K
$421K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-367- 0.81% |
$39.5K - $41.2K
|
44.9K
$4.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
8.01KNew |
$862K - $900K
|
8.01K
$883K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
415+ 12.24% |
$44.7K - $46.6K
|
3.81K
$420K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2- 0.03% |
$215 - $225
|
6.23K
$687K
|
|
|
Oct 15, 2025
Q3 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-139- 1.39% |
$15K - $15.6K
|
9.85K
$1.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-519- 3.84% |
$55.9K - $58.3K
|
13K
$1.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-4.42K- 12.87% |
$476K - $497K
|
29.9K
$3.3M
|
|