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 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-273- 28.83% |
$29.1K - $30.9K
|
674
$73K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-977- 2.91% |
$104K - $111K
|
32.6K
$3.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-143- 1.95% |
$15.2K - $16.2K
|
7.2K
$780K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-4.89K- 58.31% |
$521K - $553K
|
3.5K
$379K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-84- 0.47% |
$8.95K - $9.5K
|
17.6K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
76.2K+ 24.14% |
$8.12M - $8.62M
|
392K
$42.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8.54KNew |
$910K - $966K
|
8.54K
$925K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.61K- 10.03% |
$704K - $747K
|
59.3K
$6.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-607- 5.04% |
$64.7K - $68.7K
|
11.4K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
26.2KNew |
$2.79M - $2.96M
|
26.2K
$2.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.12K+ 3.96% |
$119K - $126K
|
29.3K
$3.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.15K+ 10.91% |
$122K - $130K
|
11.6K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-1.19K- 37.99% |
$127K - $135K
|
1.94K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.21K- 5.78% |
$129K - $137K
|
19.7K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
19.5K+ 213.97% |
$2.07M - $2.2M
|
28.5K
$3.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.8K- 81.86% |
$1.58M - $1.67M
|
3.28K
$355K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.55K- 7.88% |
$698K - $741K
|
76.6K
$8.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
50.3K+ 12.36% |
$5.36M - $5.69M
|
457K
$49.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.6KNew |
$1.45M - $1.54M
|
13.6K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-37- 0.67% |
$3.94K - $4.19K
|
5.47K
$592K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
540+ 8.13% |
$57.5K - $61.1K
|
7.18K
$778K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.03K- 36.22% |
$110K - $117K
|
1.81K
$196K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-358- 1.18% |
$38.1K - $40.5K
|
29.9K
$3.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.68K- 6.41% |
$1.03M - $1.09M
|
141K
$15.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
390+ 13.78% |
$41.6K - $44.1K
|
3.22K
$349K
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9.93K+ 6.94% |
$1.06M - $1.12M
|
153K
$16.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.75K- 34.55% |
$399K - $424K
|
7.1K
$769K
|
|
|
Feb 10, 2025
Q4 2024
|
Passaic Partners LLC
|
BUY
|
- |
179K+ 136.03% |
$19.1M - $20.2M
|
310K
$33.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
PUT |
100K+ 37.04% |
$10.7M - $11.3M
|
370K
$40.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
18.7KNew |
$2M - $2.12M
|
18.7K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-4.93K- 47.29% |
$526K - $558K
|
5.5K
$596K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-590- 82.75% |
$62.9K - $66.7K
|
123
$13.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.76K- 22.07% |
$188K - $200K
|
6.23K
$675K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.03% |
$107 - $113
|
3.27K
$354K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
9.16K+ 486.72% |
$976K - $1.04M
|
11K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
8.46KNew |
$901K - $957K
|
8.46K
$916K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
2.66KNew |
$283K - $301K
|
2.66K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.8K+ 6.91% |
$405K - $429K
|
58.8K
$6.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
18.6K+ 17.15% |
$1.98M - $2.1M
|
127K
$13.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-113K- 7.95% |
$12M - $12.7M
|
1.3M
$141M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
5.42K+ 18.75% |
$577K - $613K
|
34.3K
$3.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
125+ 5.07% |
$13.3K - $14.1K
|
2.59K
$281K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.95K+ 7.78% |
$1.06M - $1.13M
|
138K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
900New |
$95.9K - $102K
|
900
$97.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-12- 0.42% |
$1.28K - $1.36K
|
2.88K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-96- 34.66% |
$10.2K - $10.9K
|
181
$19.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.88KNew |
$733K - $778K
|
6.88K
$745K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
16.8KNew |
$1.79M - $1.9M
|
16.8K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.2K- 7.99% |
$4.71M - $5M
|
509K
$55.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-17.4K- 31.2% |
$1.86M - $1.97M
|
38.5K
$4.17M
|