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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.46K+ 1.89% |
$262K - $278K
|
132K
$14.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-426- 66.88% |
$45.4K - $48.2K
|
211
$23.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-204K- 99.07% |
$21.7M - $23.1M
|
1.91K
$211K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-250K- 32.85% |
$26.6M - $28.3M
|
511K
$56.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
73+ 8.13% |
$7.78K - $8.26K
|
971
$107K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-62.7K- 99.68% |
$6.68M - $7.1M
|
200
$22.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9- 1.3% |
$959 - $1.02K
|
681
$75.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
45New |
$4.8K - $5.09K
|
45
$4.96K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
1.55K+ 8.04% |
$165K - $175K
|
20.8K
$2.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
249KNew |
$26.6M - $28.2M
|
249K
$27.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
366New |
$39K - $41.4K
|
366
$40.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
277+ 59.57% |
$29.5K - $31.3K
|
742
$81.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
38.1K+ 65.84% |
$4.06M - $4.31M
|
95.9K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-215K- 9.86% |
$22.9M - $24.3M
|
1.97M
$217M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.48KNew |
$157K - $167K
|
1.48K
$163K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
3.39KNew |
$361K - $383K
|
3.39K
$373K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
122New |
$13K - $13.8K
|
122
$13.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-41- 12.85% |
$4.37K - $4.64K
|
278
$30.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
200New |
$21.3K - $22.6K
|
200
$22.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.2KNew |
$1.62M - $1.72M
|
15.2K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
SELL
|
CALL |
-91.2K- 91.2% |
$9.72M - $10.3M
|
8.8K
$970K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.58K+ 21.18% |
$381K - $405K
|
20.5K
$2.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6+ 1.43% |
$639 - $679
|
425
$46.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-478- 16.84% |
$50.9K - $54.1K
|
2.36K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-634- 7.89% |
$67.6K - $71.7K
|
7.41K
$817K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
775+ 19.3% |
$82.6K - $87.7K
|
4.79K
$528K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-80- 3.5% |
$8.52K - $9.05K
|
2.21K
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1K- 16.67% |
$107K - $113K
|
5K
$551K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.9KNew |
$202K - $215K
|
1.9K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
7New |
$746 - $792
|
7
$772
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
424+ 59.38% |
$45.2K - $48K
|
1.14K
$125K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-152- 2.26% |
$16.2K - $17.2K
|
6.56K
$724K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-157- 7.76% |
$16.7K - $17.8K
|
1.87K
$206K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.9K- 95.95% |
$202K - $215K
|
80
$8.82K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
9.59KNew |
$1.02M - $1.08M
|
9.59K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-100- 54.35% |
$10.7K - $11.3K
|
84
$9.26K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4.34K- 26.37% |
$462K - $490K
|
12.1K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
103New |
$11K - $11.7K
|
103
$11.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
66+ 44.0% |
$7.03K - $7.47K
|
216
$23.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
500New |
$53.3K - $56.6K
|
500
$55.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.67KNew |
$284K - $301K
|
2.67K
$294K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-40- 12.62% |
$4.26K - $4.52K
|
277
$30.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50New |
$5.33K - $5.66K
|
50
$5.51K
|
|
| Q3 2024 | |||||||
|
Mar 25, 2025
Q3 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
11.9KNew |
$1.26M - $1.35M
|
11.9K
$1.31M
|
|
|
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
$1.45M
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
503K+ 1072.36% |
$53.3M - $57.1M
|
549K
$60.6M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7.01KNew |
$743K - $797K
|
7.01K
$772K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
20New |
$2.12K - $2.27K
|
20
$2.21K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-669- 12.32% |
$71K - $76.1K
|
4.76K
$525K
|
|