Latest Institutional Sells of Ishares Iboxx $ Investment Gra (LQD)
This list provides information on the latest institutional transactions involving Ishares Iboxx $ Investment Gra (LQD) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale 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
|
Comerica Bank
|
SELL
|
- |
-3.78K- 5.13% |
$397K - $414K
|
70K
$7.64M
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-3.68K- 60.52% |
$386K - $403K
|
2.4K
$262K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.65K- 7.33% |
$384K - $400K
|
46.1K
$5.03M
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.48K- 17.63% |
$366K - $382K
|
16.3K
$1.77M
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-3.17K- 40.2% |
$333K - $347K
|
4.71K
$514K
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.13K- 42.49% |
$329K - $343K
|
4.23K
$462K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3K- 82.0% |
$316K - $329K
|
659
$71.9K
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.99K- 8.57% |
$314K - $328K
|
31.9K
$3.48M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.94K- 11.83% |
$309K - $322K
|
21.9K
$2.39M
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-2.84K- 6.45% |
$299K - $312K
|
41.2K
$4.5M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.83K- 3.62% |
$297K - $310K
|
75.2K
$8.2M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.82K- 4.57% |
$296K - $309K
|
58.9K
$6.42M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.77K- 0.82% |
$292K - $304K
|
334K
$36.5M
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.77K- 48.97% |
$291K - $304K
|
2.89K
$315K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.72K- 3.84% |
$286K - $298K
|
68.1K
$7.43M
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.72K- 2.63% |
$286K - $298K
|
101K
$11M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-2.68K- 9.6% |
$282K - $294K
|
25.2K
$2.75M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.63K- 10.62% |
$276K - $288K
|
22.1K
$2.42M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.58K- 6.46% |
$271K - $282K
|
37.3K
$4.07M
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-2.56K- 8.11% |
$269K - $280K
|
28.9K
$3.16M
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.51K- 25.06% |
$264K - $275K
|
7.51K
$819K
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.51K- 47.22% |
$263K - $275K
|
2.8K
$306K
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-2.46K- 50.13% |
$259K - $270K
|
2.45K
$267K
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.44K- 8.09% |
$257K - $268K
|
27.8K
$3.03M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.44K- 19.1% |
$256K - $267K
|
10.3K
$1.13M
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-2.42K- 3.73% |
$255K - $266K
|
62.6K
$6.83M
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.34K- 18.94% |
$246K - $256K
|
10K
$1.09M
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-2.33K- 9.51% |
$244K - $255K
|
22.1K
$2.41M
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.19K- 17.26% |
$231K - $240K
|
10.5K
$1.15M
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.19K- 30.12% |
$230K - $239K
|
5.07K
$553K
|
|
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
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.1K- 6.7% |
$221K - $230K
|
29.2K
$3.19M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.03K- 46.02% |
$213K - $223K
|
2.38K
$260K
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-2.02K- 8.94% |
$213K - $222K
|
20.6K
$2.25M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.94K- 6.53% |
$204K - $213K
|
27.8K
$3.03M
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.9K- 2.69% |
$199K - $208K
|
68.4K
$7.47M
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.78K- 13.11% |
$187K - $195K
|
11.8K
$1.28M
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.75K- 29.93% |
$183K - $191K
|
4.09K
$446K
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.73K- 34.95% |
$181K - $189K
|
3.21K
$351K
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.72K- 21.6% |
$180K - $188K
|
6.23K
$680K
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.71K- 3.58% |
$180K - $188K
|
46.1K
$5.03M
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.71K- 5.95% |
$179K - $187K
|
27K
$2.94M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.65K- 4.98% |
$174K - $181K
|
31.6K
$3.44M
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.64K- 21.58% |
$173K - $180K
|
5.98K
$652K
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 15.17% |
$172K - $179K
|
9.13K
$996K
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.6K- 0.75% |
$168K - $175K
|
213K
$23.3M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.55K- 50.0% |
$163K - $170K
|
1.55K
$170K
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.52K- 21.11% |
$159K - $166K
|
5.67K
$618K
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.51K- 2.3% |
$159K - $166K
|
64.3K
$7.01M
|