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 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.83K- 4.23% |
$403K - $420K
|
86.6K
$9.45M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19K+ 7.76% |
$2M - $2.08M
|
264K
$28.8M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.36K- 33.63% |
$142K - $149K
|
2.67K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
706+ 2.44% |
$74.2K - $77.4K
|
29.6K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
4.74K+ 4.26% |
$498K - $520K
|
116K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-433K- 42.61% |
$45.5M - $47.5M
|
584K
$63.7M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
80+ 0.85% |
$8.41K - $8.77K
|
9.51K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-34.6K- 58.35% |
$3.64M - $3.79M
|
24.7K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
123K+ 22.2% |
$12.9M - $13.5M
|
677K
$73.9M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-90.7K- 64.2% |
$9.53M - $9.94M
|
50.6K
$5.52M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
25.3K+ 62.94% |
$2.66M - $2.77M
|
65.5K
$7.15M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.05K- 6.79% |
$426K - $444K
|
55.6K
$6.07M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15K+ 10.37% |
$1.58M - $1.64M
|
160K
$17.4M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-52.3K- 44.68% |
$5.5M - $5.73M
|
64.8K
$7.07M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.21K+ 10.66% |
$233K - $243K
|
23K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.96K+ 8.98% |
$311K - $325K
|
35.9K
$3.92M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-277- 4.11% |
$29.1K - $30.4K
|
6.47K
$705K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13.1K- 87.56% |
$1.38M - $1.43M
|
1.86K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.1K- 6.7% |
$221K - $230K
|
29.2K
$3.19M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
719+ 0.62% |
$75.6K - $78.8K
|
118K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
200+ 0.34% |
$21K - $21.9K
|
59.1K
$6.44M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.34K- 18.94% |
$246K - $256K
|
10K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.07K+ 26.39% |
$849K - $885K
|
38.7K
$4.22M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.77K+ 1.02% |
$186K - $194K
|
175K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.12K- 7.07% |
$223K - $232K
|
27.8K
$3.04M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-6- 3.05% |
$631 - $658
|
191
$20.8K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.19K- 17.26% |
$231K - $240K
|
10.5K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
25.6KNew |
$2.69M - $2.81M
|
25.6K
$2.79M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.8M- 30.07% |
$190M - $198M
|
4.2M
$458M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
549K+ 91.5% |
$57.7M - $60.2M
|
1.15M
$125M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14- 0.39% |
$1.47K - $1.53K
|
3.62K
$395K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
4.83K+ 14.09% |
$508K - $530K
|
39.1K
$4.27M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.2K+ 11.29% |
$231K - $241K
|
21.7K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
19.5K+ 1.17% |
$2.05M - $2.14M
|
1.69M
$184M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.77K- 0.82% |
$292K - $304K
|
334K
$36.5M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26.3K+ 14.01% |
$2.76M - $2.88M
|
214K
$23.3M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.3M- 43.63% |
$137M - $143M
|
1.68M
$184M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.21K- 28.5% |
$127K - $133K
|
3.04K
$331K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-29K- 33.32% |
$3.05M - $3.18M
|
58K
$6.33M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.82K- 4.57% |
$296K - $309K
|
58.9K
$6.42M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 15.17% |
$172K - $179K
|
9.13K
$996K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.78K- 13.11% |
$187K - $195K
|
11.8K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.5K+ 62.46% |
$1.83M - $1.91M
|
45.4K
$4.95M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.58K- 6.46% |
$271K - $282K
|
37.3K
$4.07M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
208+ 4.02% |
$21.9K - $22.8K
|
5.38K
$587K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-4.17K- 16.05% |
$439K - $458K
|
21.8K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
78.6K+ 43.29% |
$8.27M - $8.62M
|
260K
$28.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
43.2K+ 4.63% |
$4.54M - $4.74M
|
977K
$107M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-65- 1.04% |
$6.83K - $7.12K
|
6.19K
$675K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15.2K+ 27.25% |
$1.6M - $1.66M
|
70.9K
$7.74M
|