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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-104- 2.43% |
$10.9K - $11.4K
|
4.17K
$455K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-15.4K- 56.8% |
$1.62M - $1.69M
|
11.7K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.53K- 17.96% |
$371K - $387K
|
16.1K
$1.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 1.15% |
$316 - $329
|
264
$28.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-808- 9.52% |
$85K - $88.6K
|
7.68K
$837K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
3.58K+ 33.87% |
$377K - $392K
|
14.1K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-30- 10.07% |
$3.16K - $3.29K
|
268
$29.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.33K+ 8.63% |
$455K - $474K
|
54.5K
$5.93M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-161- 0.48% |
$16.9K - $17.6K
|
33.6K
$3.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.86K+ 20.51% |
$195K - $204K
|
10.9K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-893- 21.11% |
$94K - $97.9K
|
3.34K
$364K
|
|
|
Jul 23, 2025
Q2 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-1.94K- 2.7% |
$204K - $212K
|
69.8K
$7.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-70- 0.39% |
$7.37K - $7.67K
|
18.1K
$1.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
403+ 0.66% |
$42.4K - $44.2K
|
61.3K
$6.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4.23K- 4.21% |
$445K - $464K
|
96.3K
$10.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.65K- 10.58% |
$173K - $181K
|
13.9K
$1.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
3+ 0.08% |
$316 - $329
|
3.81K
$415K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.42K- 3.04% |
$149K - $156K
|
45.3K
$4.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.9K+ 2.15% |
$1.78M - $1.85M
|
804K
$87.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.09KNew |
$219K - $229K
|
2.09K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.4K- 37.57% |
$147K - $153K
|
2.33K
$253K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.42K+ 7.73% |
$465K - $484K
|
61.6K
$6.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
135K+ 157.99% |
$14.2M - $14.8M
|
221K
$24.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-9.63K- 36.17% |
$1.01M - $1.06M
|
17K
$1.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.5KNew |
$263K - $274K
|
2.5K
$273K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
49.1K+ 82.49% |
$5.17M - $5.38M
|
109K
$11.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-881- 45.32% |
$92.7K - $96.6K
|
1.06K
$116K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
113+ 4.01% |
$11.9K - $12.4K
|
2.93K
$319K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100+ 129.87% |
$10.5K - $11K
|
177
$19.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
760+ 12.31% |
$80K - $83.3K
|
6.93K
$756K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-18- 0.43% |
$1.89K - $1.97K
|
4.2K
$457K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-23.5K- 21.36% |
$2.48M - $2.58M
|
86.7K
$9.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
2.28KNew |
$240K - $250K
|
2.28K
$248K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-18- 56.25% |
$1.89K - $1.97K
|
14
$1.53K
|
|
|
Jul 22, 2025
Q2 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
SELL
|
- |
-8.57K- 17.82% |
$902K - $939K
|
39.5K
$4.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.83K- 29.55% |
$193K - $201K
|
4.37K
$476K
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-28- 1.22% |
$2.95K - $3.07K
|
2.26K
$247K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
638+ 27.69% |
$67.1K - $69.9K
|
2.94K
$321K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.63K+ 48.51% |
$487K - $507K
|
14.2K
$1.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
5.17K+ 2.17% |
$544K - $566K
|
243K
$26.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
692+ 0.52% |
$72.8K - $75.9K
|
133K
$14.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
36.5KNew |
$3.84M - $4M
|
36.5K
$3.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-150- 6.3% |
$15.8K - $16.4K
|
2.23K
$243K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-5.59K- 61.87% |
$588K - $613K
|
3.44K
$375K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.2K+ 197.13% |
$1.39M - $1.44M
|
19.9K
$2.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.63K- 11.47% |
$171K - $179K
|
12.6K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-47.1K- 72.69% |
$4.95M - $5.16M
|
17.7K
$1.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
943+ 4.08% |
$99.2K - $103K
|
24K
$2.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
9.88K+ 15.06% |
$1.04M - $1.08M
|
75.5K
$8.22M
|