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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-383- 4.93% |
$40.8K - $43.3K
|
7.39K
$789K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-418- 9.15% |
$44.5K - $47.3K
|
4.15K
$443K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-3.47K- 22.9% |
$370K - $392K
|
11.7K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-80- 3.5% |
$8.52K - $9.05K
|
2.21K
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-10.2K- 63.46% |
$1.09M - $1.16M
|
5.88K
$628K
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
772+ 3.03% |
$82.3K - $87.3K
|
26.2K
$2.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1K- 16.67% |
$107K - $113K
|
5K
$534K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.8K- 9.71% |
$192K - $204K
|
16.8K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-684- 1.76% |
$72.9K - $77.4K
|
38.3K
$4.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
783+ 7.77% |
$83.4K - $88.6K
|
10.9K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-197- 3.59% |
$21K - $22.3K
|
5.3K
$566K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.34K+ 50.91% |
$356K - $378K
|
9.91K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.9KNew |
$202K - $215K
|
1.9K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.85K- 14.73% |
$197K - $209K
|
10.7K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-447- 19.14% |
$47.6K - $50.6K
|
1.89K
$202K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 4.02% |
$169K - $179K
|
37.8K
$4.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.85K- 50.13% |
$517K - $549K
|
4.83K
$515K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.27K- 4.62% |
$348K - $369K
|
67.4K
$7.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-247- 16.75% |
$26.3K - $27.9K
|
1.23K
$131K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
7New |
$746 - $792
|
7
$747
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-55- 1.6% |
$5.86K - $6.22K
|
3.38K
$361K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.44K- 17.32% |
$153K - $163K
|
6.87K
$734K
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
126KNew |
$13.4M - $14.3M
|
126K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.92K- 2.05% |
$204K - $217K
|
91.6K
$9.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
424+ 59.38% |
$45.2K - $48K
|
1.14K
$122K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.31K+ 7.58% |
$566K - $600K
|
75.3K
$8.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
502New |
$53.5K - $56.8K
|
502
$53.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-158- 3.22% |
$16.8K - $17.9K
|
4.75K
$508K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.68K+ 39.34% |
$712K - $755K
|
23.7K
$2.53M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-152- 2.26% |
$16.2K - $17.2K
|
6.56K
$701K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
1.14K+ 7.18% |
$121K - $128K
|
17K
$1.81M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-280- 12.0% |
$29.8K - $31.7K
|
2.05K
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
59+ 0.31% |
$6.29K - $6.67K
|
19.1K
$2.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.09K- 0.71% |
$116K - $124K
|
153K
$16.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.04K- 3.61% |
$111K - $118K
|
27.9K
$2.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-588- 2.21% |
$62.7K - $66.5K
|
26K
$2.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
13+ 1.41% |
$1.39K - $1.47K
|
934
$99.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-251K- 97.73% |
$26.8M - $28.4M
|
5.84K
$624K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-49- 1.26% |
$5.22K - $5.54K
|
3.83K
$408K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.95K- 16.9% |
$315K - $334K
|
14.5K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-21.6K- 27.01% |
$2.3M - $2.44M
|
58.3K
$6.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-63- 20.32% |
$6.71K - $7.13K
|
247
$26.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.36K- 3.74% |
$144K - $153K
|
34.9K
$3.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-664- 7.37% |
$70.8K - $75.1K
|
8.34K
$891K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
3.22K+ 5.67% |
$343K - $364K
|
60.1K
$6.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
125+ 0.88% |
$13.3K - $14.1K
|
14.4K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-41.9K- 19.55% |
$4.46M - $4.74M
|
172K
$18.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.18K+ 3.66% |
$232K - $246K
|
61.7K
$6.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.24K+ 14.2% |
$132K - $140K
|
9.95K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-313- 0.98% |
$33.4K - $35.4K
|
31.5K
$3.36M
|