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 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.53K- 50.2% |
$696K - $738K
|
6.48K
$701K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.9K- 95.95% |
$202K - $215K
|
80
$8.67K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
27+ 1.11% |
$2.88K - $3.05K
|
2.46K
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.18K- 13.41% |
$126K - $134K
|
7.63K
$827K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.43K+ 5.49% |
$259K - $274K
|
46.6K
$5.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-489- 2.73% |
$52.1K - $55.3K
|
17.4K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.12K- 30.09% |
$119K - $126K
|
2.59K
$281K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-417- 8.87% |
$44.4K - $47.2K
|
4.28K
$464K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
986+ 38.52% |
$105K - $112K
|
3.55K
$384K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-296K- 40.67% |
$31.6M - $33.5M
|
432K
$46.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-65- 1.11% |
$6.93K - $7.35K
|
5.77K
$625K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
16.4K+ 7.68% |
$1.74M - $1.85M
|
230K
$24.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.22KNew |
$450K - $477K
|
4.22K
$457K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-954- 5.86% |
$102K - $108K
|
15.3K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
85.5K+ 714.38% |
$9.11M - $9.67M
|
97.5K
$10.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
39.9KNew |
$4.25M - $4.51M
|
39.9K
$4.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.34K+ 7.89% |
$143K - $152K
|
18.4K
$1.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
9.59KNew |
$1.02M - $1.08M
|
9.59K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
68.3K+ 23.6% |
$7.28M - $7.73M
|
358K
$38.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.01K+ 97.48% |
$214K - $227K
|
4.07K
$441K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
1.91KNew |
$204K - $216K
|
1.91K
$207K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-100- 54.35% |
$10.7K - $11.3K
|
84
$9.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-150- 1.3% |
$16K - $17K
|
11.4K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-321- 10.22% |
$34.2K - $36.3K
|
2.82K
$305K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
785+ 93.9% |
$83.6K - $88.8K
|
1.62K
$176K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
6.84K+ 7.76% |
$728K - $773K
|
94.9K
$10.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
116+ 14.23% |
$12.4K - $13.1K
|
931
$101K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.71K+ 31.1% |
$182K - $194K
|
7.21K
$781K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-148- 2.85% |
$15.8K - $16.7K
|
5.04K
$546K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.18K- 0.55% |
$233K - $247K
|
398K
$43.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
2.53K+ 13.33% |
$270K - $287K
|
21.5K
$2.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
150New |
$16K - $17K
|
150
$16.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
207+ 1.01% |
$22.1K - $23.4K
|
20.8K
$2.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4.34K- 26.37% |
$462K - $490K
|
12.1K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.11K+ 78.09% |
$544K - $578K
|
11.6K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-278- 3.34% |
$29.6K - $31.4K
|
8.04K
$870K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.48K+ 2.19% |
$584K - $619K
|
255K
$27.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
103New |
$11K - $11.7K
|
103
$11.2K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
130+ 3.57% |
$13.9K - $14.7K
|
3.77K
$409K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.2K- 23.05% |
$235K - $249K
|
7.36K
$797K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.45K- 9.26% |
$154K - $164K
|
14.2K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
59+ 0.12% |
$6.29K - $6.67K
|
51.2K
$5.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
66+ 44.0% |
$7.03K - $7.47K
|
216
$23.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12+ 2.25% |
$1.28K - $1.36K
|
545
$59K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
490+ 24.0% |
$52.2K - $55.4K
|
2.53K
$274K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-4.11K- 29.77% |
$438K - $465K
|
9.69K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.45K- 31.08% |
$581K - $617K
|
12.1K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
12+ 4.33% |
$1.28K - $1.36K
|
289
$31.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-783- 1.65% |
$83.4K - $88.6K
|
46.6K
$5.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.09% |
$107 - $113
|
1.11K
$121K
|