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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
77+ 46.11% |
$8.29K - $8.65K
|
244
$26.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-1.03K- 23.28% |
$110K - $115K
|
3.38K
$373K
|
|
|
Nov 10, 2025
Q3 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
7.37K+ 18.64% |
$793K - $828K
|
46.9K
$5.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
272+ 1.24% |
$29.3K - $30.6K
|
22.3K
$2.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-559- 1.88% |
$60.2K - $62.8K
|
29.2K
$3.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
64.9K+ 403.57% |
$6.99M - $7.29M
|
81K
$8.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.83K+ 2.16% |
$736K - $768K
|
323K
$35.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-275- 47.25% |
$29.6K - $30.9K
|
307
$33.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-6.72K- 41.03% |
$724K - $755K
|
9.66K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
926+ 2.63% |
$99.7K - $104K
|
36.1K
$3.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-504- 5.13% |
$54.3K - $56.6K
|
9.31K
$1.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
11.2K+ 135.26% |
$1.2M - $1.25M
|
19.4K
$2.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-3.22K- 3.12% |
$347K - $362K
|
100K
$11M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-640- 8.33% |
$68.9K - $71.9K
|
7.04K
$776K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-27.4K- 50.53% |
$2.95M - $3.08M
|
26.9K
$2.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-65- 2.14% |
$7K - $7.3K
|
2.98K
$328K
|
|
|
Nov 10, 2025
Q3 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-13.2K- 54.06% |
$1.42M - $1.48M
|
11.2K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.68K+ 16.2% |
$181K - $189K
|
12K
$1.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-714- 2.93% |
$76.9K - $80.2K
|
23.7K
$2.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.93K- 8.34% |
$315K - $329K
|
32.2K
$3.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4.15K+ 4.58% |
$447K - $466K
|
94.7K
$10.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-173- 9.75% |
$18.6K - $19.4K
|
1.6K
$177K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-15- 0.77% |
$1.61K - $1.69K
|
1.94K
$213K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
403+ 0.69% |
$43.4K - $45.3K
|
58.4K
$6.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.22K+ 2.29% |
$347K - $362K
|
144K
$15.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.09K+ 3.49% |
$118K - $123K
|
32.5K
$3.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
3.06K+ 3.43% |
$329K - $343K
|
92.2K
$10.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.8K+ 19.56% |
$1.17M - $1.22M
|
66.3K
$7.31M
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
16+ 0.32% |
$1.72K - $1.8K
|
4.99K
$550K
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
4.44K+ 18.19% |
$477K - $498K
|
28.8K
$3.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.53K+ 8.15% |
$165K - $172K
|
20.3K
$2.24M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
30.4K+ 40.84% |
$3.27M - $3.41M
|
105K
$11.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
6.1M+ 2732.91% |
$657M - $686M
|
6.33M
$698M
|
|
|
Nov 10, 2025
Q3 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.55K+ 11.62% |
$382K - $399K
|
34.1K
$3.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
288+ 4.15% |
$31K - $32.4K
|
7.23K
$797K
|
|
|
Nov 10, 2025
Q3 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-64- 2.6% |
$6.89K - $7.19K
|
2.39K
$264K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
208+ 8.76% |
$22.4K - $23.4K
|
2.58K
$285K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-153- 2.41% |
$16.5K - $17.2K
|
6.2K
$684K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.17K- 7.82% |
$126K - $131K
|
13.8K
$1.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
3.81KNew |
$410K - $428K
|
3.81K
$420K
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
486+ 9.5% |
$52.3K - $54.6K
|
5.6K
$618K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
23.2K+ 37.68% |
$2.5M - $2.61M
|
84.8K
$9.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
97.6K+ 2.98% |
$10.5M - $11M
|
3.37M
$372M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-739- 6.65% |
$79.6K - $83K
|
10.4K
$1.14M
|
|
|
Nov 10, 2025
Q3 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-20- 1.02% |
$2.15K - $2.25K
|
1.95K
$215K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.4K+ 20.24% |
$1.44M - $1.51M
|
79.7K
$8.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-251- 6.69% |
$27K - $28.2K
|
3.5K
$386K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-53.3K- 4.31% |
$5.74M - $5.99M
|
1.19M
$131M
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-4- 0.1% |
$431 - $449
|
3.92K
$433K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-271K- 26.75% |
$29.2M - $30.4M
|
742K
$81.8M
|
|