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 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-820- 0.41% |
$86.2K - $89.9K
|
200K
$21.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.05K+ 32.46% |
$110K - $115K
|
4.28K
$467K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-21- 0.09% |
$2.21K - $2.3K
|
24.3K
$2.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-814- 75.02% |
$85.6K - $89.2K
|
271
$29.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-365- 1.28% |
$38.4K - $40K
|
28.2K
$3.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-419- 0.63% |
$44K - $45.9K
|
65.6K
$7.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
75+ 2.15% |
$7.88K - $8.22K
|
3.57K
$389K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
112+ 2.3% |
$11.8K - $12.3K
|
4.98K
$543K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
3.85K+ 32.62% |
$405K - $422K
|
15.7K
$1.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
45.3K+ 6.1% |
$4.76M - $4.97M
|
787K
$85.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
1.57K+ 5.41% |
$165K - $173K
|
30.6K
$3.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.55K+ 8.07% |
$1M - $1.05M
|
128K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-94- 5.13% |
$9.88K - $10.3K
|
1.74K
$190K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
120+ 5.46% |
$12.6K - $13.2K
|
2.32K
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
22+ 1.14% |
$2.31K - $2.41K
|
1.95K
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
529+ 6.36% |
$55.6K - $58K
|
8.84K
$965K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.9K+ 121.73% |
$1.56M - $1.63M
|
27.1K
$2.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
12+ 1.7% |
$1.26K - $1.32K
|
717
$78.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-43- 6.89% |
$4.52K - $4.71K
|
581
$63.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.15K- 15.73% |
$121K - $126K
|
6.18K
$674K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-81.7K- 17.85% |
$8.58M - $8.95M
|
376K
$41M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
9+ 3.11% |
$946 - $986
|
298
$32.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-36- 7.78% |
$3.78K - $3.95K
|
427
$46.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
55.7K+ 62.03% |
$5.86M - $6.11M
|
146K
$15.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-114- 2.26% |
$12K - $12.5K
|
4.92K
$537K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-575- 39.33% |
$60.4K - $63K
|
887
$96.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-884- 3.74% |
$92.9K - $96.9K
|
22.8K
$2.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-1.2K- 11.34% |
$126K - $132K
|
9.4K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-82- 2.02% |
$8.62K - $8.99K
|
3.97K
$434K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
25+ 0.68% |
$2.63K - $2.74K
|
3.72K
$406K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3KNew |
$315K - $329K
|
3K
$327K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-452- 3.2% |
$47.5K - $49.5K
|
13.7K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
642+ 1.68% |
$67.5K - $70.4K
|
38.8K
$4.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-91- 4.01% |
$9.56K - $9.97K
|
2.18K
$238K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-30- 63.83% |
$3.15K - $3.29K
|
17
$1.86K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-9.83K- 91.84% |
$1.03M - $1.08M
|
873
$95.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.75% |
$736 - $767
|
941
$103K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
53+ 14.44% |
$5.57K - $5.81K
|
420
$45.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-148- 5.29% |
$15.6K - $16.2K
|
2.65K
$289K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10- 1.09% |
$1.05K - $1.1K
|
905
$98.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-34- 0.76% |
$3.57K - $3.73K
|
4.43K
$483K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.59% |
$420 - $438
|
678
$74K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
722+ 8.77% |
$75.9K - $79.1K
|
8.95K
$977K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
14K+ 27.91% |
$1.47M - $1.53M
|
64.2K
$7M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
11+ 0.38% |
$1.16K - $1.21K
|
2.93K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
1.16K+ 0.99% |
$121K - $127K
|
118K
$12.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.94KNew |
$309K - $322K
|
2.94K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.97K- 7.37% |
$522K - $545K
|
62.4K
$6.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.71KNew |
$285K - $297K
|
2.71K
$296K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
5+ 0.06% |
$526 - $548
|
8.73K
$953K
|