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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-420- 3.67% |
$44.1K - $46K
|
11K
$1.2M
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-410- 1.63% |
$43.1K - $44.9K
|
24.8K
$2.7M
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 0.31% |
$526 - $548
|
1.59K
$174K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
215K+ 4.89% |
$22.6M - $23.6M
|
4.62M
$504M
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
314New |
$33K - $34.4K
|
314
$34.3K
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-476- 12.74% |
$50K - $52.2K
|
3.26K
$356K
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 0.6% |
$315 - $329
|
505
$55.1K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12.8K+ 6.95% |
$1.35M - $1.41M
|
198K
$21.6M
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.82K+ 3.38% |
$612K - $638K
|
178K
$19.4M
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.45K+ 59.32% |
$153K - $159K
|
3.9K
$425K
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
500+ 9.01% |
$52.6K - $54.8K
|
6.05K
$660K
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.14K- 10.13% |
$120K - $125K
|
10.1K
$1.1M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-10.7K- 4.28% |
$1.12M - $1.17M
|
239K
$26.1M
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-830- 0.06% |
$87.2K - $91K
|
1.47M
$160M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.03K- 46.02% |
$213K - $223K
|
2.38K
$260K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
108New |
$11.4K - $11.8K
|
108
$11.8K
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
529+ 2.46% |
$55.6K - $58K
|
22.1K
$2.41M
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-17- 0.52% |
$1.79K - $1.86K
|
3.26K
$356K
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
528+ 16.51% |
$55.5K - $57.9K
|
3.73K
$407K
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.76% |
$105 - $110
|
132
$14.4K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
651+ 3.89% |
$68.4K - $71.4K
|
17.4K
$1.9M
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
5.83K+ 2.94% |
$612K - $639K
|
204K
$22.3M
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.46K- 2.53% |
$153K - $160K
|
56.3K
$6.14M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
950+ 10.83% |
$99.8K - $104K
|
9.73K
$1.06M
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-630- 25.5% |
$66.2K - $69.1K
|
1.84K
$201K
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-982- 14.27% |
$103K - $108K
|
5.9K
$644K
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-27- 2.56% |
$2.84K - $2.96K
|
1.03K
$112K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.1K- 9.52% |
$116K - $121K
|
10.5K
$1.14M
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
11K+ 1.36% |
$1.16M - $1.21M
|
820K
$89.5M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.53K- 7.34% |
$581K - $606K
|
69.8K
$7.62M
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.24K- 23.84% |
$130K - $136K
|
3.96K
$432K
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.73M- 98.96% |
$181M - $189M
|
18.2K
$1.99M
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-58.1K- 81.86% |
$6.1M - $6.37M
|
12.9K
$1.4M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.3K- 29.0% |
$1.29M - $1.35M
|
30.2K
$3.29M
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
625+ 0.48% |
$65.7K - $68.5K
|
130K
$14.1M
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-110K- 50.45% |
$11.5M - $12M
|
108K
$11.8M
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
4.54K+ 37.92% |
$477K - $497K
|
16.5K
$1.8M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
496+ 15.19% |
$52.1K - $54.4K
|
3.76K
$411K
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.6K+ 20.56% |
$273K - $285K
|
15.2K
$1.66M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-169- 4.77% |
$17.8K - $18.5K
|
3.38K
$368K
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
95New |
$9.98K - $10.4K
|
95
$10.4K
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-14- 0.11% |
$1.47K - $1.53K
|
12.9K
$1.41M
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
48.1KNew |
$5.06M - $5.27M
|
48.1K
$5.25M
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-22K- 49.01% |
$2.31M - $2.41M
|
22.9K
$2.5M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
128+ 1.53% |
$13.5K - $14K
|
8.47K
$924K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
88+ 27.08% |
$9.25K - $9.65K
|
413
$45.1K
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-317- 3.16% |
$33.3K - $34.7K
|
9.71K
$1.06M
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
55.5K+ 257.6% |
$5.83M - $6.08M
|
77K
$8.4M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-27.5K- 63.83% |
$2.89M - $3.01M
|
15.6K
$1.7M
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-624- 1.01% |
$65.6K - $68.4K
|
60.9K
$6.65M
|