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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
64+ 1.05% |
$6.73K - $7.02K
|
6.14K
$669K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-13- 0.1% |
$1.37K - $1.42K
|
13.4K
$1.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-4- 0.15% |
$421 - $438
|
2.7K
$295K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
260+ 10.06% |
$27.4K - $28.5K
|
2.85K
$310K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-5.74K- 22.67% |
$604K - $630K
|
19.6K
$2.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-619- 19.22% |
$65.1K - $67.8K
|
2.6K
$284K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
3.29K+ 13.15% |
$347K - $361K
|
28.3K
$3.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-167- 0.07% |
$17.6K - $18.3K
|
238K
$26M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-755- 5.29% |
$79.4K - $82.8K
|
13.5K
$1.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
395+ 3.48% |
$41.6K - $43.3K
|
11.7K
$1.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
16+ 0.57% |
$1.68K - $1.75K
|
2.85K
$310K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-118- 0.55% |
$12.4K - $12.9K
|
21.3K
$2.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-2.86K- 6.78% |
$301K - $313K
|
39.3K
$4.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
108+ 1.37% |
$11.4K - $11.8K
|
8.02K
$875K
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.37KNew |
$250K - $260K
|
2.37K
$259K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-665- 25.46% |
$70K - $72.9K
|
1.95K
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
8.59KNew |
$904K - $941K
|
8.59K
$937K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-12.8K- 33.8% |
$1.34M - $1.4M
|
25K
$2.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
578+ 2.68% |
$60.8K - $63.4K
|
22.1K
$2.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-165K- 97.5% |
$17.3M - $18.1M
|
4.24K
$462K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.63K- 28.39% |
$172K - $179K
|
4.12K
$449K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-157- 6.15% |
$16.5K - $17.2K
|
2.39K
$261K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
40.7K+ 453.38% |
$4.29M - $4.47M
|
49.7K
$5.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-90- 0.55% |
$9.47K - $9.86K
|
16.3K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
779+ 9.0% |
$82K - $85.4K
|
9.43K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-306- 0.51% |
$32.2K - $33.5K
|
59.9K
$6.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
116+ 5.83% |
$12.2K - $12.7K
|
2.11K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
9.32K+ 3.97% |
$980K - $1.02M
|
244K
$26.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
36+ 0.36% |
$3.79K - $3.95K
|
9.99K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
784+ 1.8% |
$82.5K - $85.9K
|
44.4K
$4.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
664+ 4.94% |
$69.9K - $72.8K
|
14.1K
$1.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-20.6K- 19.36% |
$2.17M - $2.26M
|
86K
$9.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-25- 0.3% |
$2.63K - $2.74K
|
8.37K
$913K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.2K+ 5.46% |
$126K - $131K
|
23.1K
$2.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
7.95K+ 246.24% |
$837K - $872K
|
11.2K
$1.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
407+ 0.53% |
$42.8K - $44.6K
|
77.2K
$8.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.09K- 3.22% |
$115K - $119K
|
32.8K
$3.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
28.8KNew |
$3.03M - $3.16M
|
28.8K
$3.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
220+ 22.75% |
$23.2K - $24.1K
|
1.19K
$130K
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.59K+ 5.48% |
$167K - $174K
|
30.5K
$3.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-1.74K- 1.75% |
$183K - $191K
|
98.1K
$10.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 5.26% |
$1.37K - $1.42K
|
260
$28.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
842+ 0.96% |
$88.6K - $92.3K
|
88.2K
$9.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-442K- 99.38% |
$46.6M - $48.5M
|
2.74K
$299K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
18+ 3.51% |
$1.89K - $1.97K
|
531
$57.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.15K+ 21.53% |
$121K - $126K
|
6.5K
$710K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-115- 2.97% |
$12.1K - $12.6K
|
3.76K
$410K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
25New |
$2.63K - $2.74K
|
25
$2.73K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.43K+ 2.48% |
$150K - $156K
|
58.9K
$6.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.76K- 2.7% |
$186K - $193K
|
63.7K
$6.95M
|