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 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-10.8K- 99.08% |
$1.13M - $1.18M
|
100
$10.9K
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
3.44KNew |
$361K - $377K
|
3.44K
$375K
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
3.19K+ 2.53% |
$335K - $350K
|
129K
$14.1M
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-8- 0.42% |
$841 - $877
|
1.88K
$205K
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.68K+ 14.31% |
$177K - $184K
|
13.4K
$1.46M
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
748+ 6.89% |
$78.6K - $82K
|
11.6K
$1.27M
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-45- 0.99% |
$4.73K - $4.93K
|
4.51K
$492K
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.69K+ 23.0% |
$178K - $186K
|
9.05K
$988K
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-68.5K- 65.64% |
$7.2M - $7.51M
|
35.9K
$3.91M
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
8.09K+ 3.52% |
$850K - $886K
|
238K
$25.9M
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
94New |
$9.88K - $10.3K
|
94
$10.3K
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
1.62K+ 7.19% |
$170K - $177K
|
24.1K
$2.63M
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-169- 1.17% |
$17.8K - $18.5K
|
14.3K
$1.56M
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
400+ 179.37% |
$42K - $43.8K
|
623
$68K
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
455+ 3.16% |
$47.8K - $49.9K
|
14.8K
$1.62M
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
232+ 1.33% |
$24.4K - $25.4K
|
17.7K
$1.93M
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-3.68K- 60.52% |
$386K - $403K
|
2.4K
$262K
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.67KNew |
$386K - $402K
|
3.67K
$400K
|
|
Apr 09, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
16.4KNew |
$1.72M - $1.79M
|
16.4K
$1.79M
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
118K+ 202.52% |
$12.4M - $12.9M
|
176K
$19.3M
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
425+ 19.54% |
$44.7K - $46.6K
|
2.6K
$284K
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-95- 0.47% |
$9.98K - $10.4K
|
19.9K
$2.17M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-949- 12.44% |
$99.7K - $104K
|
6.68K
$729K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20K- 52.84% |
$2.1M - $2.19M
|
17.9K
$1.95M
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.13K- 42.49% |
$329K - $343K
|
4.23K
$462K
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
2.37K+ 10.59% |
$249K - $260K
|
24.8K
$2.7M
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1K- 53.62% |
$105K - $110K
|
865
$94.4K
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.02K+ 0.67% |
$108K - $112K
|
154K
$16.8M
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.64K- 21.58% |
$173K - $180K
|
5.98K
$652K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
195+ 49.49% |
$20.5K - $21.4K
|
589
$64.3K
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.9K- 2.69% |
$199K - $208K
|
68.4K
$7.47M
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
683K+ 913.22% |
$72.8M - $77.3M
|
758K
$82.7M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
81.9K+ 18.86% |
$8.73M - $9.27M
|
516K
$56.4M
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.51KNew |
$694K - $736K
|
6.51K
$710K
|
|
May 28, 2025
Q4 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
81.8KNew |
$8.72M - $9.25M
|
81.8K
$8.93M
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.49KNew |
$159K - $168K
|
1.49K
$162K
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
200New |
$21.3K - $22.6K
|
200
$21.8K
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
2.95KNew |
$314K - $333K
|
2.95K
$321K
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.95KNew |
$208K - $221K
|
1.95K
$213K
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.16% |
$852 - $905
|
4.97K
$542K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
30New |
$3.2K - $3.39K
|
30
$3.27K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.23K+ 14.82% |
$131K - $139K
|
9.54K
$1.04M
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
211New |
$22.5K - $23.9K
|
211
$23K
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
3.9KNew |
$415K - $441K
|
3.9K
$425K
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.23KNew |
$238K - $252K
|
2.23K
$244K
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-85.8K- 97.58% |
$9.14M - $9.7M
|
2.12K
$232K
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
56.7K+ 17.22% |
$6.04M - $6.41M
|
386K
$42.1M
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
13.8KNew |
$1.47M - $1.56M
|
13.8K
$1.5M
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-22.8K- 17.85% |
$2.43M - $2.58M
|
105K
$11.4M
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
PUT |
-742K- 87.09% |
$79.1M - $83.9M
|
110K
$12M
|