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 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.6K- 0.75% |
$168K - $175K
|
213K
$23.3M
|
|
|
May 07, 2025
Q1 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
6.36M+ 442.21% |
$668M - $697M
|
7.79M
$851M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-5.45K- 54.58% |
$572K - $597K
|
4.53K
$495K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
160+ 3.46% |
$16.8K - $17.5K
|
4.79K
$523K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-8- 0.11% |
$841 - $877
|
7.03K
$767K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-2.33K- 9.51% |
$244K - $255K
|
22.1K
$2.41M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.18K- 6.07% |
$123K - $129K
|
18.2K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
4.06KNew |
$426K - $445K
|
4.06K
$443K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.24K+ 3.77% |
$131K - $136K
|
34.2K
$3.73M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
703New |
$73.9K - $77.1K
|
703
$76.7K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-263K- 79.59% |
$27.6M - $28.8M
|
67.3K
$7.35M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.33K- 7.68% |
$140K - $146K
|
16K
$1.75M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
38.3K+ 65.11% |
$4.02M - $4.19M
|
97K
$10.6M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.75K- 29.93% |
$183K - $191K
|
4.09K
$446K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
481KNew |
$50.6M - $52.8M
|
481K
$52.5M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
428+ 3.78% |
$45K - $46.9K
|
11.8K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-5- 0.04% |
$526 - $548
|
13K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.2K- 5.74% |
$126K - $131K
|
19.7K
$2.14M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-47- 0.67% |
$4.94K - $5.15K
|
6.94K
$757K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-5- 0.29% |
$526 - $548
|
1.69K
$184K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
11.3K+ 15014.67% |
$1.18M - $1.23M
|
11.3K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-17.5K- 77.68% |
$1.84M - $1.92M
|
5.02K
$548K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4.12K+ 4.41% |
$433K - $452K
|
97.5K
$10.6M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-370- 2.33% |
$38.9K - $40.6K
|
15.5K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-67- 6.49% |
$7.04K - $7.34K
|
965
$105K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-69- 2.08% |
$7.25K - $7.56K
|
3.26K
$355K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-803- 15.77% |
$84.4K - $88K
|
4.29K
$468K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
52+ 0.82% |
$5.47K - $5.7K
|
6.4K
$698K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.6K+ 19.93% |
$1.63M - $1.71M
|
93.6K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
115+ 1.42% |
$12.1K - $12.6K
|
8.2K
$895K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
147K+ 21.6% |
$15.5M - $16.1M
|
828K
$90.4M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
30K+ 21.76% |
$3.15M - $3.29M
|
168K
$18.3M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.08K+ 4.37% |
$114K - $118K
|
25.8K
$2.82M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-727- 0.17% |
$76.4K - $79.7K
|
438K
$47.7M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
375+ 6.37% |
$39.4K - $41.1K
|
6.27K
$684K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
18.5KNew |
$1.95M - $2.03M
|
18.5K
$2.02M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-446- 2.61% |
$46.9K - $48.9K
|
16.7K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-129K- 5.97% |
$13.6M - $14.2M
|
2.04M
$223M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
4.56KNew |
$479K - $500K
|
4.56K
$498K
|
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-261- 1.37% |
$27.4K - $28.6K
|
18.8K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
47.5K+ 344.83% |
$4.99M - $5.21M
|
61.3K
$6.69M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.73K- 40.35% |
$707K - $738K
|
9.95K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.75K+ 29.89% |
$184K - $191K
|
7.59K
$828K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.88K- 12.69% |
$1.04M - $1.08M
|
68K
$7.42M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-85- 1.12% |
$8.93K - $9.32K
|
7.52K
$821K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-325- 0.93% |
$34.2K - $35.6K
|
34.7K
$3.79M
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
477+ 8.07% |
$50.1K - $52.3K
|
6.39K
$697K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
82+ 3.98% |
$8.62K - $8.99K
|
2.14K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-68- 1.99% |
$7.15K - $7.45K
|
3.35K
$365K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
524+ 0.77% |
$55.1K - $57.4K
|
68.7K
$7.5M
|