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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
238New |
$25K - $26.1K
|
238
$26K
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
109KNew |
$11.5M - $12M
|
109K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-643- 6.64% |
$67.6K - $70.5K
|
9.05K
$987K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.03K+ 7.84% |
$214K - $223K
|
28K
$3.05M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.01K+ 77.4% |
$211K - $220K
|
4.6K
$502K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-44- 1.68% |
$4.62K - $4.82K
|
2.57K
$281K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
140+ 0.95% |
$14.7K - $15.3K
|
14.9K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
493+ 9.53% |
$51.8K - $54K
|
5.67K
$618K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-298- 1.07% |
$31.3K - $32.7K
|
27.6K
$3.01M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
542+ 7.71% |
$57K - $59.4K
|
7.57K
$826K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-249- 2.17% |
$26.2K - $27.3K
|
11.2K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-314- 24.59% |
$33K - $34.4K
|
963
$105K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
38.3KNew |
$4.02M - $4.2M
|
38.3K
$4.18M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
1.59K+ 2.65% |
$167K - $174K
|
61.7K
$6.73M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-400- 5.02% |
$42K - $43.8K
|
7.57K
$825K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
411+ 9.54% |
$43.2K - $45K
|
4.72K
$515K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
45+ 4.62% |
$4.73K - $4.93K
|
1.02K
$111K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
95+ 2.16% |
$9.98K - $10.4K
|
4.49K
$490K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.28K+ 47.46% |
$135K - $140K
|
3.98K
$434K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.94K- 11.83% |
$309K - $322K
|
21.9K
$2.39M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-7.1K- 5.17% |
$746K - $778K
|
130K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
74+ 3.64% |
$7.78K - $8.11K
|
2.11K
$230K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-4.98K- 6.44% |
$523K - $546K
|
72.3K
$7.89M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
5.16K+ 8.18% |
$542K - $565K
|
68.2K
$7.44M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-45- 95.74% |
$4.73K - $4.93K
|
2
$218
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
8.39K+ 17.45% |
$882K - $919K
|
56.4K
$6.16M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-844- 4.79% |
$88.7K - $92.5K
|
16.8K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
581+ 17.72% |
$61.1K - $63.7K
|
3.86K
$421K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
23.2KNew |
$2.43M - $2.54M
|
23.2K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-983- 0.95% |
$103K - $108K
|
103K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
202+ 2.52% |
$21.2K - $22.1K
|
8.22K
$897K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-231K- 80.15% |
$24.3M - $25.3M
|
57.2K
$6.24M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.36K+ 5.41% |
$143K - $149K
|
26.5K
$2.89M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.94K- 6.53% |
$204K - $213K
|
27.8K
$3.03M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-86- 4.24% |
$9.04K - $9.43K
|
1.94K
$212K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
244KNew |
$25.6M - $26.7M
|
244K
$26.6M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22KNew |
$2.31M - $2.41M
|
22K
$2.4M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4.9K+ 19.3% |
$514K - $537K
|
30.3K
$3.3M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.23K- 17.16% |
$129K - $135K
|
5.95K
$649K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
2.48K+ 4.25% |
$261K - $272K
|
60.8K
$6.64M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-506- 11.81% |
$53.2K - $55.5K
|
3.78K
$412K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
245K+ 615.73% |
$25.8M - $26.9M
|
285K
$31.1M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
11.6K+ 220.9% |
$1.22M - $1.27M
|
16.8K
$1.84M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
352+ 17.71% |
$37K - $38.6K
|
2.34K
$255K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-13.5K- 75.13% |
$1.41M - $1.47M
|
4.45K
$486K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
231+ 172.39% |
$24.3K - $25.3K
|
365
$39.8K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
313K+ 10.07% |
$32.8M - $34.3M
|
3.41M
$373M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
6.76K+ 318.16% |
$711K - $741K
|
8.89K
$970K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-383- 5.17% |
$40.3K - $42K
|
7.03K
$767K
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-593- 1.69% |
$62.3K - $65K
|
34.6K
$3.77M
|