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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
350+ 10.18% |
$36.8K - $38.4K
|
3.79K
$418K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
125+ 4.34% |
$13.2K - $13.7K
|
3.01K
$332K
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.17KNew |
$229K - $238K
|
2.17K
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-143- 34.05% |
$15K - $15.7K
|
277
$30.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-106- 1.41% |
$11.2K - $11.6K
|
7.4K
$816K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-80- 1.78% |
$8.42K - $8.77K
|
4.41K
$486K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
299+ 13.56% |
$31.5K - $32.8K
|
2.5K
$276K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-1.14K- 98.45% |
$120K - $125K
|
18
$1.98K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
35KNew |
$3.68M - $3.84M
|
35K
$3.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25+ 21.37% |
$2.63K - $2.74K
|
142
$15.7K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-621- 33.73% |
$65.3K - $68.1K
|
1.22K
$135K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7New |
$737 - $767
|
7
$772
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-197- 7.86% |
$20.7K - $21.6K
|
2.31K
$254K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
190New |
$20K - $20.8K
|
190
$20.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-11.3K- 99.6% |
$1.19M - $1.24M
|
45
$4.96K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
14New |
$1.47K - $1.53K
|
14
$1.54K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
16.2K+ 13.38% |
$1.7M - $1.78M
|
137K
$15.1M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-40- 22.1% |
$4.21K - $4.38K
|
141
$15.5K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
500+ 7.24% |
$52.6K - $54.8K
|
7.41K
$817K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-28- 0.54% |
$2.95K - $3.07K
|
5.14K
$566K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.42K- 11.05% |
$150K - $156K
|
11.4K
$1.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.47K- 5.71% |
$260K - $271K
|
40.8K
$4.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
89.5K+ 6.09% |
$9.41M - $9.8M
|
1.56M
$172M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
354New |
$37.3K - $38.8K
|
354
$39K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.4KNew |
$253K - $263K
|
2.4K
$265K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.6K- 83.67% |
$1.33M - $1.38M
|
2.47K
$272K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-795- 21.42% |
$83.7K - $87.1K
|
2.92K
$321K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-128- 1.4% |
$13.5K - $14K
|
9K
$992K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
104New |
$10.9K - $11.4K
|
104
$11.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-41- 1.7% |
$4.31K - $4.49K
|
2.37K
$262K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-390- 38.01% |
$41K - $42.7K
|
636
$70.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-3.87K- 70.18% |
$407K - $424K
|
1.65K
$181K
|
|
|
Jul 25, 2025
Q2 2025
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-1.78K- 6.3% |
$187K - $195K
|
26.4K
$2.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.1KNew |
$220K - $230K
|
2.1K
$231K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
98+ 10.18% |
$10.3K - $10.7K
|
1.06K
$117K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-73.9K- 57.39% |
$7.78M - $8.1M
|
54.9K
$6.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-5- 3.79% |
$526 - $548
|
127
$14K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
13+ 0.07% |
$1.37K - $1.42K
|
18.2K
$2.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-61K- 28.02% |
$6.42M - $6.69M
|
157K
$17.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
250New |
$26.3K - $27.4K
|
250
$27.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-104- 2.43% |
$10.9K - $11.4K
|
4.17K
$460K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
3.58K+ 33.87% |
$377K - $392K
|
14.1K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-18- 56.25% |
$1.89K - $1.97K
|
14
$1.54K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
638+ 27.69% |
$67.1K - $69.9K
|
2.94K
$324K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
692+ 0.52% |
$72.8K - $75.9K
|
133K
$14.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
36.5KNew |
$3.84M - $4M
|
36.5K
$4.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-242- 9.0% |
$25.5K - $26.5K
|
2.45K
$270K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
66New |
$6.95K - $7.23K
|
66
$7.28K
|
|