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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
PUT |
290KNew |
$30.5M - $31.8M
|
290K
$31.6M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
43+ 1.3% |
$4.52K - $4.71K
|
3.36K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.05K- 8.32% |
$110K - $115K
|
11.5K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.81K+ 84.75% |
$611K - $637K
|
12.7K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.11K+ 36.56% |
$117K - $122K
|
4.16K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-370- 5.18% |
$38.9K - $40.6K
|
6.78K
$739K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-128- 4.25% |
$13.5K - $14K
|
2.88K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-1.44M- 86.2% |
$151M - $157M
|
230K
$25.1M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-972K- 56.54% |
$102M - $107M
|
747K
$81.5M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-10.3K- 4.35% |
$1.08M - $1.13M
|
226K
$24.7M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
1.36K+ 27.35% |
$143K - $149K
|
6.33K
$691K
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.05K- 15.94% |
$110K - $115K
|
5.52K
$602K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-336K- 52.56% |
$35.3M - $36.8M
|
303K
$33.1M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
22.1K+ 145.91% |
$2.32M - $2.42M
|
37.2K
$4.06M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.3K+ 69.18% |
$1.29M - $1.35M
|
30K
$3.28M
|
|
|
May 14, 2025
Q1 2025
|
Jones Road Capital Management, L.P.
New York, NY |
SELL
|
- |
-7.47K- 7.85% |
$785K - $819K
|
87.7K
$9.57M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.02K- 47.58% |
$422K - $440K
|
4.42K
$483K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
823K+ 31.39% |
$86.4M - $90.2M
|
3.44M
$376M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.21K+ 2.18% |
$127K - $133K
|
56.6K
$6.18M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-694- 4.95% |
$72.9K - $76.1K
|
13.3K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
625+ 1.89% |
$65.7K - $68.5K
|
33.6K
$3.67M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
61.9K+ 10.39% |
$6.51M - $6.79M
|
658K
$71.8M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-64- 2.58% |
$6.73K - $7.02K
|
2.41K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-295K- 89.93% |
$31M - $32.3M
|
33K
$3.6M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-307- 2.54% |
$32.3K - $33.7K
|
11.8K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
5.24K+ 28.9% |
$551K - $575K
|
23.4K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
79.7K+ 8.52% |
$8.38M - $8.74M
|
1.02M
$111M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-250- 5.24% |
$26.3K - $27.4K
|
4.52K
$494K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-240K- 6.85% |
$25.2M - $26.3M
|
3.26M
$356M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.16K+ 58.96% |
$122K - $127K
|
3.12K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-259K- 66.01% |
$27.2M - $28.3M
|
133K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.71K+ 7.43% |
$495K - $516K
|
68.1K
$7.43M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-25K- 56.41% |
$2.62M - $2.74M
|
19.3K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.34M+ 51.74% |
$246M - $256M
|
6.86M
$749M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.38K- 35.78% |
$460K - $480K
|
7.86K
$857K
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.99K- 8.57% |
$314K - $328K
|
31.9K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-200- 65.79% |
$21K - $21.9K
|
104
$11.3K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.84K+ 10.74% |
$298K - $311K
|
29.3K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
36+ 0.91% |
$3.78K - $3.95K
|
4K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
29.9K+ 3.01% |
$3.14M - $3.28M
|
1.02M
$112M
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4.01K- 2.62% |
$421K - $439K
|
149K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-41.6K- 73.51% |
$4.37M - $4.55M
|
15K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
77K+ 100.46% |
$8.09M - $8.44M
|
154K
$16.8M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-11.6K- 18.75% |
$1.22M - $1.27M
|
50.1K
$5.47M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.23K- 30.78% |
$129K - $135K
|
2.76K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43.3K+ 35.34% |
$4.56M - $4.75M
|
166K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-85- 1.15% |
$8.93K - $9.32K
|
7.34K
$801K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
32.7K+ 4.32% |
$3.44M - $3.58M
|
789K
$86.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.02M- 97.11% |
$107M - $112M
|
30.3K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
754K+ 40.01% |
$79.2M - $82.6M
|
2.64M
$288M
|