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 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
300K+ 6.99% |
$31.5M - $32.9M
|
4.59M
$501M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
304K+ 101366.67% |
$32M - $33.3M
|
304K
$33.2M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-176K- 5.35% |
$18.5M - $19.3M
|
3.12M
$340M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
445New |
$46.8K - $48.8K
|
445
$48.6K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.51K- 25.06% |
$264K - $275K
|
7.51K
$819K
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
23+ 0.75% |
$2.42K - $2.52K
|
3.11K
$339K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
51.1KNew |
$5.37M - $5.6M
|
51.1K
$5.57M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.3K+ 2.61% |
$2.87M - $2.99M
|
1.07M
$117M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3K- 82.0% |
$316K - $329K
|
659
$71.9K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.85KNew |
$194K - $202K
|
1.85K
$201K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
59K+ 2.21% |
$6.2M - $6.47M
|
2.73M
$298M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
172K+ 830.06% |
$18.1M - $18.9M
|
193K
$21.1M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
136K+ 28.58% |
$14.3M - $14.9M
|
612K
$66.8M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
PUT |
-30K- 3.16% |
$3.15M - $3.29M
|
920K
$100M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
57.2K+ 92.05% |
$6.02M - $6.27M
|
119K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-720- 7.61% |
$75.7K - $78.9K
|
8.74K
$953K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
5.24K+ 36.13% |
$551K - $575K
|
19.8K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.19K- 30.12% |
$230K - $239K
|
5.07K
$553K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
166+ 6.21% |
$17.4K - $18.2K
|
2.84K
$310K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
118KNew |
$12.4M - $12.9M
|
118K
$12.8M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-42- 0.35% |
$4.41K - $4.6K
|
12K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38.3K+ 3.93% |
$4.02M - $4.19M
|
1.01M
$111M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.15K+ 15.81% |
$541K - $565K
|
37.7K
$4.12M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-258- 3.75% |
$27.1K - $28.3K
|
6.62K
$722K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-104- 0.05% |
$10.9K - $11.4K
|
206K
$22.5M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 0.83% |
$841 - $877
|
969
$106K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
74.6K+ 359.78% |
$7.84M - $8.18M
|
95.3K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-499- 4.15% |
$52.4K - $54.7K
|
11.5K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Florin Court Capital LLP
|
BUY
|
- |
6KNew |
$631K - $658K
|
6K
$655K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-203- 4.6% |
$21.3K - $22.3K
|
4.21K
$460K
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
8+ 1.36% |
$841 - $877
|
597
$65.1K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
66New |
$6.94K - $7.23K
|
66
$7.2K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-12K- 23.95% |
$1.26M - $1.32M
|
38.1K
$4.16M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-4.88K- 3.76% |
$513K - $535K
|
125K
$13.6M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-720- 22.33% |
$75.7K - $78.9K
|
2.51K
$273K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-962- 28.42% |
$101K - $105K
|
2.42K
$264K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
2.38KNew |
$250K - $261K
|
2.38K
$260K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
1.52K+ 8.98% |
$160K - $167K
|
18.5K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-498- 15.96% |
$52.3K - $54.6K
|
2.62K
$286K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-89.7K- 95.68% |
$9.43M - $9.84M
|
4.05K
$442K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-61.1K- 0.57% |
$6.43M - $6.7M
|
10.7M
$1.16B
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
964+ 584.24% |
$101K - $106K
|
1.13K
$123K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.55K+ 23.1% |
$268K - $280K
|
13.6K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-2.42K- 3.73% |
$255K - $266K
|
62.6K
$6.83M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.64K- 35.44% |
$698K - $728K
|
12.1K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
105+ 4.36% |
$11K - $11.5K
|
2.51K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
6.47MNew |
$680M - $709M
|
6.47M
$706M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
13+ 2.24% |
$1.37K - $1.42K
|
594
$64.8K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
70+ 1.87% |
$7.36K - $7.67K
|
3.81K
$416K
|