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 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
617+ 1.81% |
$64.8K - $67.6K
|
34.7K
$3.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-52- 44.07% |
$5.47K - $5.7K
|
66
$7.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
669+ 3.98% |
$70.3K - $73.3K
|
17.5K
$1.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-73- 5.23% |
$7.67K - $8K
|
1.32K
$144K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12- 0.52% |
$1.26K - $1.32K
|
2.28K
$249K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-7.47K- 28.5% |
$785K - $819K
|
18.7K
$2.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
26.6KNew |
$2.8M - $2.92M
|
26.6K
$2.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-351- 7.75% |
$36.9K - $38.5K
|
4.18K
$456K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
120+ 1.43% |
$12.6K - $13.2K
|
8.5K
$928K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.44K- 8.09% |
$257K - $268K
|
27.8K
$3.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.72K- 21.6% |
$180K - $188K
|
6.23K
$680K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-55- 6.57% |
$5.78K - $6.03K
|
782
$85.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-112- 2.22% |
$11.8K - $12.3K
|
4.94K
$539K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
155+ 0.33% |
$16.3K - $17K
|
46.7K
$5.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.51K- 47.22% |
$263K - $275K
|
2.8K
$306K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.41K+ 6.02% |
$674K - $703K
|
113K
$12.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
11.5K+ 4.51% |
$1.21M - $1.26M
|
267K
$29.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.77K- 48.97% |
$291K - $304K
|
2.89K
$315K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
78New |
$8.2K - $8.55K
|
78
$8.51K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.14KNew |
$225K - $235K
|
2.14K
$234K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.99K+ 8.7% |
$629K - $656K
|
74.8K
$8.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-31- 1.26% |
$3.26K - $3.4K
|
2.43K
$265K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-506- 4.34% |
$53.2K - $55.5K
|
11.2K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.22KNew |
$233K - $243K
|
2.22K
$242K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
1+ 0.85% |
$105 - $110
|
119
$13K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
170+ 2.36% |
$17.9K - $18.6K
|
7.38K
$806K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
6New |
$631 - $658
|
6
$655
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-89.5K- 22.5% |
$9.4M - $9.81M
|
308K
$33.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
433+ 0.52% |
$45.5K - $47.5K
|
83.3K
$9.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-271- 1.04% |
$28.5K - $29.7K
|
25.8K
$2.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-520- 4.58% |
$54.7K - $57K
|
10.8K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-62- 56.36% |
$6.52K - $6.8K
|
48
$5.24K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-7.29K- 5.62% |
$766K - $799K
|
122K
$13.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-246- 4.89% |
$25.9K - $27K
|
4.79K
$522K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-74- 1.75% |
$7.78K - $8.11K
|
4.15K
$453K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
453+ 0.5% |
$47.6K - $49.7K
|
91.6K
$10M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
51+ 0.49% |
$5.36K - $5.59K
|
10.5K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-2.56K- 8.11% |
$269K - $280K
|
28.9K
$3.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-285- 9.18% |
$30K - $31.2K
|
2.82K
$308K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-38- 1.85% |
$3.99K - $4.17K
|
2.01K
$220K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.17K+ 4.45% |
$123K - $128K
|
27.4K
$2.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8- 3.56% |
$841 - $877
|
217
$23.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
393+ 0.77% |
$41.3K - $43.1K
|
51.6K
$5.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
4.36K+ 2.02% |
$458K - $478K
|
220K
$24M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-493- 11.01% |
$51.8K - $54K
|
3.99K
$435K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-157- 7.64% |
$16.5K - $17.2K
|
1.9K
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.04% |
$210 - $219
|
5.3K
$578K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-154- 0.92% |
$16.2K - $16.9K
|
16.6K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.23K+ 79.69% |
$445K - $464K
|
9.54K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-301- 4.65% |
$31.6K - $33K
|
6.17K
$674K
|