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 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-24- 0.13% |
$2.52K - $2.63K
|
17.8K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-538- 3.88% |
$56.5K - $59K
|
13.3K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.12K- 16.19% |
$117K - $122K
|
5.78K
$631K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.73K+ 49.79% |
$708K - $738K
|
20.3K
$2.21M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.06K+ 8.83% |
$112K - $116K
|
13.1K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.01K+ 8.19% |
$106K - $110K
|
13.3K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-45K- 30.13% |
$4.73M - $4.93M
|
104K
$11.4M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-45- 1.03% |
$4.73K - $4.93K
|
4.31K
$471K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
80+ 3.11% |
$8.41K - $8.77K
|
2.65K
$289K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-146- 1.57% |
$15.3K - $16K
|
9.18K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-45- 0.53% |
$4.73K - $4.93K
|
8.47K
$924K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
219+ 1.62% |
$23K - $24K
|
13.8K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.67% |
$105 - $110
|
151
$16.5K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.01K+ 40.49% |
$422K - $440K
|
13.9K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-76.5K- 47.21% |
$8.04M - $8.39M
|
85.6K
$9.34M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.47M+ 17.72% |
$154M - $161M
|
9.74M
$1.06B
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
32+ 1.24% |
$3.36K - $3.51K
|
2.62K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
183+ 8.24% |
$19.2K - $20.1K
|
2.4K
$262K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.43K+ 19.79% |
$150K - $156K
|
8.63K
$941K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-170- 3.23% |
$17.9K - $18.6K
|
5.1K
$556K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
545+ 7.79% |
$57.3K - $59.7K
|
7.54K
$823K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.37K- 2.22% |
$144K - $150K
|
60.3K
$6.58M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
2.08K+ 5.63% |
$218K - $228K
|
39K
$4.25M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.95KNew |
$205K - $213K
|
1.95K
$212K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-2.84K- 6.45% |
$299K - $312K
|
41.2K
$4.5M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
2.11K+ 110.53% |
$222K - $231K
|
4.02K
$438K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-200- 6.52% |
$21K - $21.9K
|
2.87K
$313K
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
BUY
|
- |
30K+ 34.05% |
$3.15M - $3.29M
|
118K
$12.9M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
231K+ 17.56% |
$24.3M - $25.3M
|
1.55M
$169M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
12+ 0.56% |
$1.26K - $1.32K
|
2.14K
$233K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.2K+ 8.61% |
$1.91M - $1.99M
|
229K
$25M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-7- 0.21% |
$736 - $767
|
3.37K
$368K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-655- 71.51% |
$68.8K - $71.8K
|
261
$28.5K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-67- 1.31% |
$7.04K - $7.34K
|
5.05K
$551K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.01K- 8.37% |
$106K - $110K
|
11K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-334- 48.55% |
$35.1K - $36.6K
|
354
$38.6K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.65K- 7.33% |
$384K - $400K
|
46.1K
$5.03M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.51K- 18.77% |
$158K - $165K
|
6.53K
$712K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.85KNew |
$195K - $203K
|
1.85K
$202K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-138- 2.36% |
$14.5K - $15.1K
|
5.71K
$623K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.22K+ 110.6% |
$338K - $352K
|
6.12K
$668K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.03K- 10.34% |
$108K - $112K
|
8.9K
$971K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-27- 25.96% |
$2.84K - $2.96K
|
77
$8.4K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
198+ 2.06% |
$20.8K - $21.7K
|
9.8K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.72K- 2.63% |
$286K - $298K
|
101K
$11M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.95K+ 2.55% |
$205K - $214K
|
78.5K
$8.57M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-70.1K- 34.55% |
$7.36M - $7.68M
|
133K
$14.5M
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-9Closed |
$946 - $986
|
0
$0
|