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 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
5.07K+ 5.24% |
$546K - $570K
|
102K
$11.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-140- 2.81% |
$15.1K - $15.7K
|
4.85K
$534K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1- 0.03% |
$108 - $112
|
3.89K
$429K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
208+ 3.65% |
$22.4K - $23.4K
|
5.91K
$651K
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
33+ 1.39% |
$3.55K - $3.71K
|
2.41K
$265K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.21K+ 10.27% |
$130K - $136K
|
13K
$1.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
792+ 18.88% |
$85.3K - $89K
|
4.99K
$550K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
281K+ 1110.98% |
$30.2M - $31.6M
|
306K
$33.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-2K- 6.04% |
$215K - $225K
|
31.1K
$3.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
484+ 4.44% |
$52.1K - $54.4K
|
11.4K
$1.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
225+ 255.68% |
$24.2K - $25.3K
|
313
$34.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
2.01KNew |
$217K - $226K
|
2.01K
$222K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-300- 5.66% |
$32.3K - $33.7K
|
5K
$552K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
92New |
$9.9K - $10.3K
|
92
$10.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-29- 0.66% |
$3.12K - $3.26K
|
4.35K
$480K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-16.3K- 15.66% |
$1.75M - $1.83M
|
87.6K
$9.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
176K+ 4154.03% |
$18.9M - $19.8M
|
180K
$19.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-250- 10.35% |
$26.9K - $28.1K
|
2.17K
$239K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-4.58K- 7.03% |
$493K - $515K
|
60.6K
$6.68M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.23K+ 11.52% |
$671K - $700K
|
60.3K
$6.65M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.16K- 36.34% |
$125K - $131K
|
2.04K
$224K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-18.5K- 38.08% |
$2M - $2.08M
|
30.1K
$3.32M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-173K- 49.62% |
$18.6M - $19.4M
|
175K
$19.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
4.01K+ 10.34% |
$432K - $450K
|
42.8K
$4.72M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
253+ 7.02% |
$27.2K - $28.4K
|
3.86K
$425K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
396+ 4.97% |
$42.6K - $44.5K
|
8.37K
$922K
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
155+ 1.93% |
$16.7K - $17.4K
|
8.17K
$901K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.15K+ 33.41% |
$339K - $354K
|
12.6K
$1.39M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-37- 0.97% |
$3.98K - $4.16K
|
3.77K
$416K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-89- 3.84% |
$9.58K - $10K
|
2.23K
$246K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10- 0.26% |
$1.08K - $1.12K
|
3.86K
$426K
|
|
|
Oct 09, 2025
Q3 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
397+ 14.68% |
$42.7K - $44.6K
|
3.1K
$342K
|
|
|
Oct 09, 2025
Q3 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
78+ 0.7% |
$8.4K - $8.76K
|
11.3K
$1.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-152- 2.38% |
$16.4K - $17.1K
|
6.22K
$686K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
10.9K+ 127.16% |
$1.18M - $1.23M
|
19.5K
$2.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.34% |
$215 - $225
|
595
$65.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-140- 3.14% |
$15.1K - $15.7K
|
4.32K
$477K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
40+ 3.13% |
$4.31K - $4.49K
|
1.32K
$145K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
471+ 3.34% |
$50.7K - $52.9K
|
14.6K
$1.61M
|
|
|
Oct 09, 2025
Q3 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
88+ 1.09% |
$9.47K - $9.89K
|
8.19K
$903K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-99- 1.18% |
$10.7K - $11.1K
|
8.27K
$912K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.21K+ 4.53% |
$346K - $361K
|
74K
$8.16M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
BUY
|
- |
2.13K+ 7.5% |
$229K - $239K
|
30.5K
$3.36M
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
137+ 1.54% |
$14.7K - $15.4K
|
9.05K
$997K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3+ 0.98% |
$323 - $337
|
309
$34.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.02K+ 4.1% |
$110K - $114K
|
25.8K
$2.85M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21+ 3.95% |
$2.26K - $2.36K
|
552
$60.9K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-30- 7.03% |
$3.23K - $3.37K
|
397
$43.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-6.14K- 94.43% |
$661K - $690K
|
362
$39.9K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
2.09K+ 23.99% |
$225K - $235K
|
10.8K
$1.19M
|
|