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 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21K+ 7.29% |
$2.2M - $2.3M
|
309K
$33.7M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.95K+ 6.64% |
$520K - $542K
|
79.4K
$8.67M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
8+ 0.14% |
$841 - $877
|
5.88K
$642K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-20K- 24.92% |
$2.1M - $2.19M
|
60.2K
$6.57M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
10.3K+ 10.7% |
$1.09M - $1.13M
|
107K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1- 0.17% |
$105 - $110
|
600
$65.5K
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
3.3KNew |
$347K - $362K
|
3.3K
$360K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
357New |
$37.5K - $39.1K
|
357
$39K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-106K- 83.53% |
$11.1M - $11.6M
|
20.9K
$2.28M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-67K- 24.25% |
$7.04M - $7.35M
|
209K
$22.9M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-57.3K- 4.39% |
$6.02M - $6.28M
|
1.25M
$136M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.5K- 4.63% |
$1.63M - $1.7M
|
320K
$34.9M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.05K+ 0.52% |
$110K - $115K
|
204K
$22.3M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-297- 74.81% |
$31.2K - $32.6K
|
100
$10.9K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-930- 14.53% |
$97.7K - $102K
|
5.47K
$597K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.44K- 19.1% |
$256K - $267K
|
10.3K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.6K+ 38.33% |
$1.54M - $1.6M
|
52.8K
$5.76M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
52+ 2.6% |
$5.47K - $5.7K
|
2.05K
$224K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.81K- 10.93% |
$505K - $527K
|
39.2K
$4.28M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.03K+ 6.12% |
$634K - $661K
|
105K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
58.1KNew |
$6.11M - $6.37M
|
58.1K
$6.34M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
288+ 4.75% |
$30.3K - $31.6K
|
6.36K
$694K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 4.17% |
$105 - $110
|
25
$2.73K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 11.6% |
$117K - $122K
|
8.45K
$922K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
50K+ 8.18% |
$5.26M - $5.48M
|
661K
$72.2M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-33- 0.91% |
$3.47K - $3.62K
|
3.59K
$392K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.33K+ 11.51% |
$560K - $584K
|
51.6K
$5.64M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-58.8K- 31.33% |
$6.18M - $6.44M
|
129K
$14.1M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-139- 28.31% |
$14.6K - $15.2K
|
352
$38.4K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.44% |
$1.05K - $1.1K
|
2.29K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5.52K+ 20.62% |
$580K - $605K
|
32.3K
$3.53M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
250+ 6.81% |
$26.3K - $27.4K
|
3.92K
$428K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.3K- 4.03% |
$137K - $143K
|
31.1K
$3.39M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.05K+ 11.45% |
$111K - $115K
|
10.2K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-4.95K- 5.07% |
$520K - $542K
|
92.5K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-542- 5.99% |
$57K - $59.4K
|
8.5K
$928K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-111- 3.18% |
$11.7K - $12.2K
|
3.38K
$369K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.51K- 2.3% |
$159K - $166K
|
64.3K
$7.01M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-544- 4.75% |
$57.2K - $59.6K
|
10.9K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
41.7KNew |
$4.39M - $4.58M
|
41.7K
$4.55M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
2.57KNew |
$271K - $282K
|
2.57K
$281K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-36.8K- 60.51% |
$3.87M - $4.03M
|
24K
$2.62M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
41.5K+ 200.92% |
$4.36M - $4.54M
|
62.1K
$6.77M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-769- 2.03% |
$80.8K - $84.3K
|
37.1K
$4.04M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-4Closed |
$420 - $438
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-20- 1.01% |
$2.1K - $2.19K
|
1.97K
$215K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-760- 1.04% |
$79.9K - $83.3K
|
72.1K
$7.87M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
227New |
$23.9K - $24.9K
|
227
$24.8K
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-9.66K- 7.31% |
$1.02M - $1.06M
|
123K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-2.68K- 9.6% |
$282K - $294K
|
25.2K
$2.75M
|