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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
12.3KNew |
$1.28M - $1.33M
|
12.3K
$1.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
550KNew |
$57.5M - $59.7M
|
550K
$60M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-677- 19.14% |
$70.8K - $73.4K
|
2.86K
$312K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-7- 1.87% |
$732 - $759
|
367
$40K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
5.69KNew |
$595K - $618K
|
5.69K
$621K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
148+ 164.44% |
$15.5K - $16.1K
|
238
$26K
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
562New |
$58.8K - $61K
|
562
$61.3K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
979+ 46.01% |
$102K - $106K
|
3.11K
$339K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-93- 41.89% |
$9.72K - $10.1K
|
129
$14.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
12+ 0.23% |
$1.25K - $1.3K
|
5.17K
$564K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-626- 35.79% |
$65.4K - $67.9K
|
1.12K
$123K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-173- 17.78% |
$18.1K - $18.8K
|
800
$87.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
95.2KNew |
$9.95M - $10.3M
|
95.2K
$10.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
9New |
$941 - $976
|
9
$982
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
736+ 20.4% |
$76.9K - $79.8K
|
4.34K
$474K
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-164- 4.34% |
$17.1K - $17.8K
|
3.62K
$394K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
151New |
$15.8K - $16.4K
|
151
$16.5K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
718New |
$75.1K - $77.9K
|
718
$78.3K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
427New |
$44.6K - $46.3K
|
427
$46.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3New |
$314 - $325
|
3
$327
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
188New |
$19.7K - $20.4K
|
188
$20.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.19KNew |
$229K - $237K
|
2.19K
$239K
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
SELL
|
- |
-157- 7.48% |
$16.4K - $17K
|
1.94K
$212K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
126New |
$13.2K - $13.7K
|
126
$13.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
19+ 24.36% |
$1.99K - $2.06K
|
97
$10.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-243- 10.63% |
$25.4K - $26.4K
|
2.04K
$223K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.69KNew |
$281K - $292K
|
2.69K
$293K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-333- 13.84% |
$34.8K - $36.1K
|
2.07K
$226K
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-40.3K- 85.7% |
$4.21M - $4.37M
|
6.72K
$733K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$286K - $297K
|
2.74K
$299K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-8.02K- 80.21% |
$839K - $870K
|
1.98K
$216K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-325- 52.08% |
$34K - $35.2K
|
299
$32.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-36- 4.65% |
$3.76K - $3.9K
|
739
$80.6K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
2.28K+ 3.12% |
$238K - $247K
|
75.4K
$8.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
16.6KNew |
$1.74M - $1.8M
|
16.6K
$1.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-4- 3.51% |
$418 - $434
|
110
$12K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.05KNew |
$110K - $114K
|
1.05K
$115K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
65New |
$6.8K - $7.05K
|
65
$7.09K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.66K+ 4.39% |
$278K - $288K
|
63.2K
$6.9M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-5- 12.5% |
$523 - $542
|
35
$3.82K
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
24.3KNew |
$2.6M - $2.69M
|
24.3K
$2.65M
|
|
|
Apr 10, 2025
Q1 2024
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-12.5K- 64.6% |
$1.33M - $1.38M
|
6.83K
$745K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-77Closed |
$8.24K - $8.52K
|
0
$0
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-3.2KClosed |
$342K - $354K
|
0
$0
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.67KNew |
$286K - $295K
|
2.67K
$291K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
235New |
$25.1K - $26K
|
235
$25.6K
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
PUT |
9.26KNew |
$990K - $1.02M
|
9.26K
$1.01M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
PUT |
9.26KNew |
$990K - $1.02M
|
9.26K
$1.01M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
12KNew |
$1.28M - $1.33M
|
12K
$1.31M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-26.3K- 84.59% |
$2.81M - $2.91M
|
4.79K
$523K
|
|