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 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
49.1K+ 82.49% |
$5.17M - $5.38M
|
109K
$11.9M
|
|
|
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
$320K
|
|
|
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
$757K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-18- 0.43% |
$1.89K - $1.97K
|
4.2K
$458K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-23.5K- 21.36% |
$2.48M - $2.58M
|
86.7K
$9.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
2.28KNew |
$240K - $250K
|
2.28K
$249K
|
|
|
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
$477K
|
|
|
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
$1.55M
|
|
|
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
$14.6M
|
|
|
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
$376K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.2K+ 197.13% |
$1.39M - $1.44M
|
19.9K
$2.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
9.88K+ 15.06% |
$1.04M - $1.08M
|
75.5K
$8.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
6.19K+ 5.25% |
$651K - $678K
|
124K
$13.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4.21K+ 13.91% |
$443K - $461K
|
34.5K
$3.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-242- 9.0% |
$25.5K - $26.5K
|
2.45K
$267K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-260K- 25.68% |
$27.4M - $28.5M
|
753K
$82.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-2.63K- 9.68% |
$277K - $288K
|
24.5K
$2.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
200New |
$21K - $21.9K
|
200
$21.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-150- 4.22% |
$15.8K - $16.4K
|
3.41K
$372K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.94K- 87.46% |
$309K - $322K
|
421
$45.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-904- 10.1% |
$95.1K - $99.1K
|
8.05K
$878K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.01K+ 26.1% |
$316K - $329K
|
14.5K
$1.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-53.2K- 36.55% |
$5.6M - $5.83M
|
92.4K
$10.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.03K+ 1.61% |
$109K - $113K
|
65.2K
$7.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-384- 11.37% |
$40.4K - $42.1K
|
2.99K
$327K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.03K+ 3.76% |
$108K - $113K
|
28.4K
$3.1M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
9.01KNew |
$949K - $988K
|
9.01K
$984K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
25New |
$2.63K - $2.74K
|
25
$2.73K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-6.25K- 30.3% |
$657K - $685K
|
14.4K
$1.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.01K- 13.65% |
$106K - $110K
|
6.38K
$696K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
12.2K+ 13.35% |
$1.29M - $1.34M
|
104K
$11.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
261K+ 71.4% |
$27.5M - $28.6M
|
627K
$68.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
60+ 4.93% |
$6.31K - $6.58K
|
1.28K
$139K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
66New |
$6.95K - $7.23K
|
66
$7.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
21+ 1.04% |
$2.21K - $2.3K
|
2.03K
$222K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
23New |
$2.42K - $2.52K
|
23
$2.51K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
39.8K+ 12.93% |
$4.19M - $4.37M
|
348K
$38M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-13- 0.12% |
$1.37K - $1.42K
|
11.1K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-550- 14.58% |
$57.9K - $60.3K
|
3.22K
$352K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-249- 42.86% |
$26.2K - $27.3K
|
332
$36.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 1.85% |
$105 - $110
|
55
$6K
|