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 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
70+ 0.39% |
$7.46K - $7.92K
|
17.8K
$1.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.28K+ 3.96% |
$243K - $258K
|
59.8K
$6.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-4.9K- 85.96% |
$522K - $554K
|
800
$86.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.43KNew |
$152K - $161K
|
1.43K
$154K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
69.5KNew |
$7.4M - $7.86M
|
69.5K
$7.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.79K+ 5.0% |
$937K - $994K
|
185K
$20M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-9.16K- 21.53% |
$976K - $1.04M
|
33.4K
$3.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
248+ 13.7% |
$26.4K - $28.1K
|
2.06K
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-75K- 77.44% |
$7.99M - $8.48M
|
21.9K
$2.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
428+ 13.38% |
$45.6K - $48.4K
|
3.63K
$393K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
650New |
$69.3K - $73.5K
|
650
$70.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
3.01KNew |
$321K - $340K
|
3.01K
$326K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-129- 3.28% |
$13.7K - $14.6K
|
3.81K
$413K
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-3.46K- 8.95% |
$368K - $391K
|
35.2K
$3.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.46K+ 12.65% |
$155K - $165K
|
13K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
15.4KNew |
$1.64M - $1.74M
|
15.4K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-24- 0.44% |
$2.56K - $2.71K
|
5.45K
$590K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-557K- 71.3% |
$59.4M - $63M
|
224K
$24.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-1.64M- 31.05% |
$175M - $186M
|
3.65M
$395M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-70- 41.18% |
$7.46K - $7.92K
|
100
$10.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
2.53M+ 2929.56% |
$270M - $287M
|
2.62M
$284M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.37K+ 1.12% |
$892K - $947K
|
756K
$81.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
503K+ 19.36% |
$53.6M - $56.9M
|
3.1M
$336M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.89K+ 12.41% |
$521K - $553K
|
44.2K
$4.79M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.32K+ 5.37% |
$353K - $375K
|
65K
$7.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.55K+ 39.88% |
$591K - $627K
|
19.5K
$2.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
26.4K+ 23.81% |
$2.81M - $2.98M
|
137K
$14.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
51+ 1.48% |
$5.43K - $5.77K
|
3.5K
$379K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
124K+ 4.33% |
$13.2M - $14M
|
2.99M
$323M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-4.4K- 14.79% |
$469K - $498K
|
25.4K
$2.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.38K+ 4.16% |
$147K - $156K
|
34.5K
$3.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-67.5K- 62.92% |
$7.2M - $7.64M
|
39.8K
$4.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
330+ 8.74% |
$35.2K - $37.3K
|
4.11K
$445K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
164+ 4.65% |
$17.5K - $18.6K
|
3.69K
$400K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
241+ 6.52% |
$25.7K - $27.3K
|
3.94K
$426K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.55K+ 57.69% |
$272K - $289K
|
6.98K
$756K
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-31.3K- 10.17% |
$3.33M - $3.54M
|
276K
$29.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-17.7K- 75.08% |
$1.89M - $2.01M
|
5.89K
$638K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
153K+ 1.45% |
$16.3M - $17.3M
|
10.7M
$1.16B
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-230- 1.6% |
$24.5K - $26K
|
14.1K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
12.6KNew |
$1.35M - $1.43M
|
12.6K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
39.2KNew |
$4.17M - $4.43M
|
39.2K
$4.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
55New |
$5.86K - $6.22K
|
55
$5.96K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.07KNew |
$114K - $121K
|
1.07K
$115K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-882- 31.28% |
$94K - $99.8K
|
1.94K
$210K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
43+ 1075.0% |
$4.58K - $4.86K
|
47
$5.09K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-103- 34.56% |
$11K - $11.7K
|
195
$21.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59.8K+ 21.69% |
$6.37M - $6.76M
|
335K
$36.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-91- 2.57% |
$9.7K - $10.3K
|
3.45K
$373K
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-150- 6.98% |
$16K - $17K
|
2K
$217K
|