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 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-3.17K- 40.2% |
$333K - $347K
|
4.71K
$514K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.83KNew |
$297K - $310K
|
2.83K
$309K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-373- 7.73% |
$39.2K - $40.9K
|
4.45K
$486K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-645- 6.74% |
$67.8K - $70.7K
|
8.93K
$974K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
88New |
$9.25K - $9.65K
|
88
$9.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-102- 2.75% |
$10.7K - $11.2K
|
3.61K
$393K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-350- 9.92% |
$36.8K - $38.4K
|
3.18K
$347K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.81% |
$1.05K - $1.1K
|
1.22K
$133K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
245K+ 31.8% |
$25.7M - $26.8M
|
1.01M
$111M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-147- 13.21% |
$15.4K - $16.1K
|
966
$105K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.61K+ 11.93% |
$169K - $176K
|
15.1K
$1.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
93.9K+ 13.35% |
$9.87M - $10.3M
|
798K
$87M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
8KNew |
$840K - $877K
|
8K
$873K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.55K- 50.0% |
$163K - $170K
|
1.55K
$170K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
19.4KNew |
$2.04M - $2.13M
|
19.4K
$2.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
44.9K+ 58.84% |
$4.71M - $4.92M
|
121K
$13.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-96- 1.63% |
$10.1K - $10.5K
|
5.79K
$632K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-796- 16.0% |
$83.7K - $87.2K
|
4.18K
$456K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-939- 20.19% |
$98.7K - $103K
|
3.71K
$405K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-67- 1.43% |
$7.04K - $7.34K
|
4.6K
$502K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.99K+ 2.94% |
$420K - $438K
|
140K
$15.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.08K+ 361.34% |
$744K - $775K
|
9.03K
$986K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
49.7KNew |
$5.22M - $5.45M
|
49.7K
$5.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.3KNew |
$242K - $253K
|
2.3K
$251K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-144- 6.21% |
$15.1K - $15.8K
|
2.17K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
67+ 0.41% |
$7.04K - $7.34K
|
16.5K
$1.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
375+ 1.12% |
$39.4K - $41.1K
|
33.7K
$3.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-261- 16.1% |
$27.4K - $28.6K
|
1.36K
$148K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.72K- 3.84% |
$286K - $298K
|
68.1K
$7.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.18KNew |
$229K - $239K
|
2.18K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.73K- 34.95% |
$181K - $189K
|
3.21K
$351K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
2.41K+ 11.92% |
$253K - $264K
|
22.6K
$2.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
126+ 5.41% |
$13.2K - $13.8K
|
2.46K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
381+ 6.97% |
$40K - $41.8K
|
5.85K
$638K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
36.9K+ 1418.27% |
$3.88M - $4.05M
|
39.6K
$4.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
102+ 2.41% |
$10.7K - $11.2K
|
4.33K
$473K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.01K+ 4.09% |
$106K - $111K
|
25.7K
$2.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
11.4KNew |
$1.19M - $1.24M
|
11.4K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-253- 4.52% |
$26.6K - $27.7K
|
5.34K
$583K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-198- 4.77% |
$20.8K - $21.7K
|
3.95K
$431K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-567- 1.48% |
$59.6K - $62.1K
|
37.7K
$4.12M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.64KNew |
$698K - $728K
|
6.64K
$725K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-3.83K- 26.61% |
$403K - $420K
|
10.6K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
32New |
$3.36K - $3.51K
|
32
$3.49K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 20.48% |
$1.16M - $1.21M
|
65.1K
$7.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
5.88K+ 25.05% |
$617K - $644K
|
29.3K
$3.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-29.5K- 76.6% |
$3.1M - $3.23M
|
9K
$982K
|
|
|
Apr 22, 2025
Q1 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-4.55K- 5.96% |
$478K - $498K
|
71.7K
$7.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
350+ 1.31% |
$36.8K - $38.4K
|
27.2K
$2.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
112New |
$11.8K - $12.3K
|
112
$12.2K
|