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 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
11K+ 1.12% |
$1.17M - $1.24M
|
994K
$108M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2+ 1.23% |
$213 - $226
|
165
$17.9K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.9K- 5.26% |
$309K - $328K
|
52.2K
$5.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.96K+ 0.24% |
$209K - $222K
|
821K
$89M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
332+ 219.87% |
$35.4K - $37.6K
|
483
$52.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
31+ 5.56% |
$3.3K - $3.51K
|
589
$63.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-20K- 12.58% |
$2.13M - $2.26M
|
139K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.7K- 4.53% |
$394K - $418K
|
78K
$8.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-57- 0.14% |
$6.07K - $6.45K
|
41.7K
$4.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.03% |
$107 - $113
|
3.42K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-78.1K- 6.94% |
$8.33M - $8.84M
|
1.05M
$113M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
120KNew |
$12.8M - $13.6M
|
120K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
313+ 2407.69% |
$33.4K - $35.4K
|
326
$35.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.98K- 1.49% |
$211K - $224K
|
131K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
173K+ 28.37% |
$18.4M - $19.5M
|
781K
$84.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.37K+ 5.5% |
$146K - $155K
|
26.2K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-27- 0.37% |
$2.88K - $3.05K
|
7.18K
$778K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
93.4KNew |
$9.95M - $10.6M
|
93.4K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.3K+ 2.44% |
$245K - $260K
|
96.5K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-496- 4.63% |
$52.9K - $56.1K
|
10.2K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
688New |
$73.3K - $77.8K
|
688
$74.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
51New |
$5.43K - $5.77K
|
51
$5.52K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
14KNew |
$1.49M - $1.58M
|
14K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-370- 0.98% |
$39.4K - $41.9K
|
37.3K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-462- 8.86% |
$49.2K - $52.3K
|
4.75K
$515K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.52K+ 200.99% |
$801K - $850K
|
11.3K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-29.9K- 86.61% |
$3.19M - $3.39M
|
4.63K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
81.2K+ 13.53% |
$8.65M - $9.18M
|
681K
$73.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
9.7K+ 19.66% |
$1.03M - $1.1M
|
59.1K
$6.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-262- 30.36% |
$27.9K - $29.6K
|
601
$65.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1+ 0.04% |
$107 - $113
|
2.44K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-74- 80.43% |
$7.89K - $8.37K
|
18
$1.95K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
94.1K+ 3.65% |
$10M - $10.6M
|
2.67M
$289M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-796K- 44.95% |
$84.8M - $90M
|
975K
$106M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-23.4K- 64.71% |
$2.5M - $2.65M
|
12.8K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
83.8K+ 167.86% |
$8.93M - $9.48M
|
134K
$14.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-472K- 95.79% |
$50.3M - $53.4M
|
20.7K
$2.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.31KNew |
$886K - $940K
|
8.31K
$900K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.05K+ 47.41% |
$965K - $1.02M
|
28.1K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
976+ 1.69% |
$104K - $110K
|
58.9K
$6.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14+ 0.08% |
$1.49K - $1.58K
|
17.7K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
92K+ 122.62% |
$9.8M - $10.4M
|
167K
$18.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-176- 0.1% |
$18.8K - $19.9K
|
173K
$18.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.55K- 4.52% |
$591K - $627K
|
117K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.65K- 8.44% |
$282K - $299K
|
28.7K
$3.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
14.5KNew |
$1.55M - $1.64M
|
14.5K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-105K- 62.97% |
$11.2M - $11.9M
|
61.7K
$6.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-275K- 14.15% |
$29.3M - $31.1M
|
1.67M
$181M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-188- 2.01% |
$20K - $21.3K
|
9.18K
$995K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
139K+ 41.32% |
$14.8M - $15.7M
|
476K
$51.5M
|