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 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-20- 0.32% |
$2.12K - $2.27K
|
6.18K
$681K
|
|
|
Oct 03, 2024
Q3 2024
|
Pacific Wealth Management
|
BUY
|
- |
121+ 1.42% |
$12.8K - $13.8K
|
8.64K
$952K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2025
Q2 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-881Closed |
$92.1K - $95.6K
|
0
$0
|
|
|
Aug 23, 2024
Q2 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-460KClosed |
$48.1M - $49.9M
|
0
$0
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
54New |
$5.65K - $5.86K
|
54
$5.95K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-1.01M- 93.71% |
$105M - $109M
|
67.4K
$7.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-9- 2.2% |
$941 - $976
|
400
$44.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-50- 25.0% |
$5.23K - $5.42K
|
150
$16.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
4.28K+ 60.4% |
$448K - $465K
|
11.4K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Diameter Capital Partners LP
New York, NY |
SELL
|
- |
-2.5M- 83.33% |
$261M - $271M
|
500K
$55.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Iii Capital Management
Boca Raton, FL |
SELL
|
PUT |
-679K- 47.52% |
$71M - $73.7M
|
750K
$82.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-50- 1.61% |
$5.23K - $5.42K
|
3.06K
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-281- 44.67% |
$29.4K - $30.5K
|
348
$38.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
119New |
$12.4K - $12.9K
|
119
$13.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-9.11K- 0.07% |
$953K - $988K
|
13.8M
$1.52B
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
192KNew |
$20.1M - $20.9M
|
192K
$21.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
PUT |
500KNew |
$52.3M - $54.2M
|
500K
$55.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.92K- 9.34% |
$305K - $316K
|
28.3K
$3.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-595- 4.2% |
$62.2K - $64.5K
|
13.6K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.94K- 0.94% |
$412K - $428K
|
417K
$46M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-813- 65.88% |
$85K - $88.2K
|
421
$46.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
37+ 3.96% |
$3.87K - $4.01K
|
971
$107K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-154- 78.17% |
$16.1K - $16.7K
|
43
$4.74K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
15New |
$1.57K - $1.63K
|
15
$1.65K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-279- 5.7% |
$29.2K - $30.3K
|
4.62K
$509K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
60New |
$6.27K - $6.51K
|
60
$6.62K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-7.49K- 44.8% |
$783K - $813K
|
9.23K
$1.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
56New |
$5.85K - $6.07K
|
56
$6.17K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.25K- 28.99% |
$340K - $352K
|
7.96K
$877K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
777New |
$81.2K - $84.3K
|
777
$85.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12New |
$1.25K - $1.3K
|
12
$1.32K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
12.3KNew |
$1.28M - $1.33M
|
12.3K
$1.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
550KNew |
$57.5M - $59.7M
|
550K
$60.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-677- 19.14% |
$70.8K - $73.4K
|
2.86K
$315K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-7- 1.87% |
$732 - $759
|
367
$40.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
5.69KNew |
$595K - $618K
|
5.69K
$628K
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
562New |
$58.8K - $61K
|
562
$62K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
979+ 46.01% |
$102K - $106K
|
3.11K
$343K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-93- 41.89% |
$9.72K - $10.1K
|
129
$14.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-626- 35.79% |
$65.4K - $67.9K
|
1.12K
$124K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-173- 17.78% |
$18.1K - $18.8K
|
800
$88.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
95.2KNew |
$9.95M - $10.3M
|
95.2K
$10.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
736+ 20.4% |
$76.9K - $79.8K
|
4.34K
$479K
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-164- 4.34% |
$17.1K - $17.8K
|
3.62K
$399K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
151New |
$15.8K - $16.4K
|
151
$16.6K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
718New |
$75.1K - $77.9K
|
718
$79.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3New |
$314 - $325
|
3
$331
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
188New |
$19.7K - $20.4K
|
188
$20.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.19KNew |
$229K - $237K
|
2.19K
$241K
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
SELL
|
- |
-157- 7.48% |
$16.4K - $17K
|
1.94K
$214K
|
|