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 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
7.89K+ 27.34% |
$841K - $892K
|
36.8K
$3.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.08K- 25.77% |
$115K - $122K
|
3.1K
$336K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.13KNew |
$226K - $240K
|
2.13K
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
500New |
$53.3K - $56.6K
|
500
$54.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.67KNew |
$284K - $301K
|
2.67K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
4.44K+ 3.94% |
$473K - $502K
|
117K
$12.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
520+ 281.08% |
$55.4K - $58.8K
|
705
$76.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
6.7K+ 6.87% |
$714K - $758K
|
104K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
47+ 1.64% |
$5.01K - $5.32K
|
2.92K
$316K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
8.35K+ 4.03% |
$889K - $944K
|
215K
$23.3M
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
145+ 1.8% |
$15.5K - $16.4K
|
8.2K
$889K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-15- 1.4% |
$1.6K - $1.7K
|
1.05K
$114K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
171+ 1.92% |
$18.2K - $19.3K
|
9.09K
$985K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.04K+ 4.85% |
$111K - $117K
|
22.4K
$2.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
230+ 4.32% |
$24.5K - $26K
|
5.55K
$601K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-95- 3.23% |
$10.1K - $10.7K
|
2.84K
$308K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
35.6K+ 104.31% |
$3.79M - $4.03M
|
69.7K
$7.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-338- 0.6% |
$36K - $38.2K
|
56.5K
$6.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-40- 12.62% |
$4.26K - $4.52K
|
277
$30K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.26K+ 1.49% |
$348K - $369K
|
222K
$24M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.27K- 14.62% |
$135K - $144K
|
7.41K
$803K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
143+ 0.2% |
$15.2K - $16.2K
|
70.8K
$7.67M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50New |
$5.33K - $5.66K
|
50
$5.42K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
9.84K+ 28.76% |
$1.05M - $1.11M
|
44.1K
$4.77M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-476K- 99.03% |
$50.7M - $53.8M
|
4.65K
$504K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
9.95K+ 16.48% |
$1.06M - $1.13M
|
70.3K
$7.62M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.06% |
$213 - $226
|
3.15K
$341K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
4New |
$426 - $452
|
4
$433
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-2.29K- 55.06% |
$243K - $258K
|
1.87K
$202K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
44+ 0.02% |
$4.69K - $4.98K
|
263K
$28.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.51K+ 2.66% |
$161K - $171K
|
58.2K
$6.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
119New |
$12.7K - $13.5K
|
119
$12.9K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
666K+ 550.32% |
$70.6M - $75.7M
|
787K
$85.2M
|
|
|
Feb 28, 2025
Q3 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
81.8KNew |
$8.68M - $9.3M
|
81.8K
$8.86M
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.56KClosed |
$271K - $291K
|
0
$0
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
13.1KNew |
$1.39M - $1.49M
|
13.1K
$1.42M
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
503K+ 1072.36% |
$53.3M - $57.1M
|
549K
$59.5M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7.01KNew |
$743K - $797K
|
7.01K
$759K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.31KNew |
$457K - $490K
|
4.31K
$467K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.91K+ 2.25% |
$309K - $331K
|
132K
$14.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
20New |
$2.12K - $2.27K
|
20
$2.17K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-669- 12.32% |
$71K - $76.1K
|
4.76K
$516K
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
5.09KNew |
$540K - $579K
|
5.09K
$552K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-151- 3.99% |
$16K - $17.2K
|
3.63K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
87.9KNew |
$9.33M - $10M
|
87.9K
$9.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
133KNew |
$14.1M - $15.1M
|
133K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
446KNew |
$47.3M - $50.7M
|
446K
$48.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.75K- 40.99% |
$185K - $199K
|
2.52K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4- 80.0% |
$424 - $455
|
1
$108
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-186K- 57.05% |
$19.7M - $21.2M
|
140K
$15.2M
|
|