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 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
PUT |
175K+ 22.58% |
$18.6M - $19.8M
|
950K
$103M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.7K+ 5.45% |
$1.03M - $1.1M
|
188K
$20.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.5K- 5.71% |
$1.23M - $1.3M
|
190K
$20.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-709- 3.3% |
$75.6K - $80.2K
|
20.8K
$2.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-871K- 99.06% |
$92.8M - $98.5M
|
8.23K
$891K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.05K+ 20.82% |
$111K - $118K
|
6.07K
$657K
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
927+ 5.85% |
$98.8K - $105K
|
16.8K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.81K+ 2.68% |
$939K - $996K
|
337K
$36.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-170- 2.32% |
$18.1K - $19.2K
|
7.15K
$774K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
884+ 5.88% |
$94.2K - $100K
|
15.9K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
17K+ 54.71% |
$1.81M - $1.92M
|
48.1K
$5.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.38K- 6.21% |
$147K - $156K
|
20.9K
$2.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-3.6K- 9.84% |
$383K - $407K
|
33K
$3.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.82K+ 0.64% |
$193K - $205K
|
284K
$30.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.48K+ 2.39% |
$158K - $168K
|
63.4K
$6.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-8.22K- 10.57% |
$876K - $930K
|
69.6K
$7.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
13KNew |
$1.39M - $1.47M
|
13K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
14.5KNew |
$1.55M - $1.64M
|
14.5K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-199K- 86.34% |
$21.2M - $22.5M
|
31.6K
$3.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-12.3K- 0.14% |
$1.31M - $1.39M
|
8.72M
$944M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-1.65K- 39.16% |
$176K - $187K
|
2.56K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-190- 49.74% |
$20.2K - $21.5K
|
192
$20.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-3.29K- 3.65% |
$351K - $372K
|
87K
$9.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.62K+ 120.83% |
$492K - $522K
|
8.44K
$914K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.64K+ 15.97% |
$388K - $412K
|
26.4K
$2.86M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
13.5KNew |
$1.44M - $1.53M
|
13.5K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-175- 1.35% |
$18.6K - $19.8K
|
12.8K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
71+ 8.69% |
$7.57K - $8.03K
|
888
$96.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
20.6KNew |
$2.2M - $2.33M
|
20.6K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-855- 7.93% |
$91.1K - $96.7K
|
9.93K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
51+ 0.96% |
$5.43K - $5.77K
|
5.37K
$582K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
300New |
$32K - $33.9K
|
300
$32.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
68.4K+ 7.89% |
$7.29M - $7.74M
|
936K
$101M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3+ 0.03% |
$320 - $339
|
11.5K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.02K- 30.53% |
$321K - $341K
|
6.86K
$743K
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
PUT |
-376K- 86.09% |
$40M - $42.5M
|
60.7K
$6.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
BUY
|
- |
250KNew |
$26.7M - $28.3M
|
250K
$27.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.98M+ 49.43% |
$211M - $224M
|
6M
$650M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
600KNew |
$63.9M - $67.9M
|
600K
$65M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.21K- 12.21% |
$235K - $250K
|
15.9K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
628K+ 16.62% |
$66.9M - $71M
|
4.4M
$477M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.11K+ 21.04% |
$224K - $238K
|
12.1K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-226- 88.28% |
$24.1K - $25.6K
|
30
$3.25K
|
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-400K- 87.04% |
$42.6M - $45.2M
|
59.5K
$6.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
806K+ 382.15% |
$85.9M - $91.2M
|
1.02M
$110M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
2.58KNew |
$274K - $291K
|
2.58K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
175New |
$18.6K - $19.8K
|
175
$19K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 2.94% |
$107 - $113
|
35
$3.79K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-128- 32.08% |
$13.6K - $14.5K
|
271
$29.4K
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
120K+ 24.43% |
$12.8M - $13.6M
|
611K
$66.2M
|