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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
18New |
$1.92K - $2.04K
|
18
$1.96K
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-496- 4.63% |
$52.9K - $56.1K
|
10.2K
$1.11M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
51New |
$5.43K - $5.77K
|
51
$5.57K
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
14KNew |
$1.49M - $1.58M
|
14K
$1.52M
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-462- 8.86% |
$49.2K - $52.3K
|
4.75K
$519K
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-29.9K- 86.61% |
$3.19M - $3.39M
|
4.63K
$505K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-74- 80.43% |
$7.89K - $8.37K
|
18
$1.96K
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
92K+ 122.62% |
$9.8M - $10.4M
|
167K
$18.2M
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
884+ 5.88% |
$94.2K - $100K
|
15.9K
$1.74M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-199K- 86.34% |
$21.2M - $22.5M
|
31.6K
$3.44M
|
|
Feb 12, 2025
Q4 2024
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-12.3K- 0.14% |
$1.31M - $1.39M
|
8.72M
$951M
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-190- 49.74% |
$20.2K - $21.5K
|
192
$21K
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-175- 1.35% |
$18.6K - $19.8K
|
12.8K
$1.4M
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
71+ 8.69% |
$7.57K - $8.03K
|
888
$96.9K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
51+ 0.96% |
$5.43K - $5.77K
|
5.37K
$586K
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
300New |
$32K - $33.9K
|
300
$32.7K
|
|
Feb 12, 2025
Q4 2024
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
BUY
|
- |
250KNew |
$26.7M - $28.3M
|
250K
$27.3M
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-226- 88.28% |
$24.1K - $25.6K
|
30
$3.27K
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
2.58KNew |
$274K - $291K
|
2.58K
$281K
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
175New |
$18.6K - $19.8K
|
175
$19.1K
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 2.94% |
$107 - $113
|
35
$3.82K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-128- 32.08% |
$13.6K - $14.5K
|
271
$29.6K
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.28K+ 3.96% |
$243K - $258K
|
59.8K
$6.53M
|
|
Feb 11, 2025
Q4 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-4.9K- 85.96% |
$522K - $554K
|
800
$87.3K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.43KNew |
$152K - $161K
|
1.43K
$155K
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-75K- 77.44% |
$7.99M - $8.48M
|
21.9K
$2.38M
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
650New |
$69.3K - $73.5K
|
650
$70.9K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
15.4KNew |
$1.64M - $1.74M
|
15.4K
$1.68M
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-70- 41.18% |
$7.46K - $7.92K
|
100
$10.9K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
241+ 6.52% |
$25.7K - $27.3K
|
3.94K
$429K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
55New |
$5.86K - $6.22K
|
55
$6K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.07KNew |
$114K - $121K
|
1.07K
$116K
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-882- 31.28% |
$94K - $99.8K
|
1.94K
$211K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-103- 34.56% |
$11K - $11.7K
|
195
$21.3K
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-607- 5.04% |
$64.7K - $68.7K
|
11.4K
$1.25M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
26.2KNew |
$2.79M - $2.96M
|
26.2K
$2.85M
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.12K+ 3.96% |
$119K - $126K
|
29.3K
$3.2M
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-1.19K- 37.99% |
$127K - $135K
|
1.94K
$212K
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
390+ 13.78% |
$41.6K - $44.1K
|
3.22K
$351K
|
|
Feb 10, 2025
Q4 2024
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
PUT |
100K+ 37.04% |
$10.7M - $11.3M
|
370K
$40.4M
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-4.93K- 47.29% |
$526K - $558K
|
5.5K
$600K
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.03% |
$107 - $113
|
3.27K
$357K
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
9.16K+ 486.72% |
$976K - $1.04M
|
11K
$1.2M
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
8.46KNew |
$901K - $957K
|
8.46K
$923K
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
2.66KNew |
$283K - $301K
|
2.66K
$290K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
900New |
$95.9K - $102K
|
900
$98.2K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-96- 34.66% |
$10.2K - $10.9K
|
181
$19.8K
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
16.8KNew |
$1.79M - $1.9M
|
16.8K
$1.84M
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
5.63K+ 2.56% |
$600K - $636K
|
225K
$24.6M
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
8.94KNew |
$952K - $1.01M
|
8.94K
$975K
|