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 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.65K- 4.98% |
$174K - $181K
|
31.6K
$3.44M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
19+ 0.73% |
$2K - $2.08K
|
2.63K
$286K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
255+ 102.82% |
$26.8K - $28K
|
503
$54.9K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
85+ 69.11% |
$8.93K - $9.32K
|
208
$22.7K
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.71K- 3.58% |
$180K - $188K
|
46.1K
$5.03M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11K+ 3.59% |
$1.16M - $1.21M
|
318K
$34.7M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.3K- 42.38% |
$873K - $910K
|
11.3K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
58.1KNew |
$6.1M - $6.36M
|
58.1K
$6.34M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.8K+ 8.27% |
$294K - $307K
|
36.6K
$4M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-157- 18.36% |
$16.5K - $17.2K
|
698
$76.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-9.69K- 13.99% |
$1.02M - $1.06M
|
59.6K
$6.5M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
494+ 0.56% |
$51.9K - $54.1K
|
89.3K
$9.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-88K- 85.35% |
$9.24M - $9.64M
|
15.1K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.08K+ 7.0% |
$745K - $776K
|
108K
$11.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-647- 11.87% |
$68K - $70.9K
|
4.8K
$524K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
23.6KNew |
$2.48M - $2.58M
|
23.6K
$2.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
15.1K+ 5.35% |
$1.59M - $1.65M
|
297K
$32.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-673- 5.3% |
$70.7K - $73.8K
|
12K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
278+ 9.66% |
$29.2K - $30.5K
|
3.16K
$344K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
205+ 0.32% |
$21.5K - $22.5K
|
64.8K
$7.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
7+ 0.18% |
$736 - $767
|
3.82K
$416K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
515+ 6.86% |
$54.1K - $56.4K
|
8.02K
$875K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.93K+ 40.72% |
$203K - $212K
|
6.68K
$729K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
73+ 39.04% |
$7.67K - $8K
|
260
$28.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-39- 0.89% |
$4.1K - $4.27K
|
4.33K
$472K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.09K- 3.16% |
$114K - $119K
|
33.4K
$3.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.24K- 23.76% |
$131K - $136K
|
3.99K
$435K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 2.94% |
$210 - $219
|
66
$7.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
10.8K+ 7.31% |
$1.13M - $1.18M
|
158K
$17.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-155- 4.5% |
$16.3K - $17K
|
3.29K
$359K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.2K+ 39.4% |
$1.18M - $1.23M
|
39.7K
$4.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
97.6KNew |
$10.3M - $10.7M
|
97.6K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.81K+ 8.52% |
$191K - $199K
|
23.1K
$2.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-245- 1.7% |
$25.7K - $26.9K
|
14.2K
$1.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
14+ 0.49% |
$1.47K - $1.53K
|
2.85K
$311K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7+ 0.13% |
$736 - $767
|
5.58K
$608K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
69+ 1.8% |
$7.25K - $7.56K
|
3.89K
$425K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.36K+ 1.95% |
$143K - $149K
|
70.8K
$7.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-208- 8.12% |
$21.9K - $22.8K
|
2.36K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
317KNew |
$33.3M - $34.8M
|
317K
$34.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-647- 4.45% |
$68K - $70.9K
|
13.9K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-353- 15.36% |
$37.1K - $38.7K
|
1.95K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-856- 6.03% |
$90K - $93.8K
|
13.3K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
1.85KNew |
$194K - $203K
|
1.85K
$202K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.15K+ 35.28% |
$121K - $126K
|
4.41K
$481K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
49.7K+ 15.72% |
$5.22M - $5.45M
|
366K
$39.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
329+ 1.2% |
$34.6K - $36.1K
|
27.7K
$3.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
170+ 2.11% |
$17.9K - $18.6K
|
8.24K
$899K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
16+ 0.1% |
$1.68K - $1.75K
|
16.8K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.56K+ 13.55% |
$163K - $170K
|
13K
$1.42M
|