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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-44- 0.84% |
$4.74K - $4.94K
|
5.18K
$582K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
235K+ 52.92% |
$25.3M - $26.4M
|
679K
$76.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-5.82K- 34.24% |
$627K - $654K
|
11.2K
$1.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
59+ 2.49% |
$6.35K - $6.63K
|
2.43K
$273K
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.23KNew |
$347K - $362K
|
3.23K
$362K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
61+ 3.24% |
$6.57K - $6.85K
|
1.94K
$218K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.06KNew |
$545K - $569K
|
5.06K
$569K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10- 4.0% |
$1.08K - $1.12K
|
240
$27K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
55.8K+ 8.47% |
$6M - $6.27M
|
714K
$80.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-400- 5.29% |
$43.1K - $44.9K
|
7.17K
$805K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.87K+ 54.21% |
$201K - $210K
|
5.31K
$597K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
36.3K+ 14.06% |
$3.91M - $4.08M
|
295K
$33.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-506- 5.7% |
$54.5K - $56.9K
|
8.38K
$941K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-81- 3.25% |
$8.72K - $9.1K
|
2.42K
$271K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.01K- 10.18% |
$109K - $114K
|
8.92K
$1M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-210K- 13.31% |
$22.6M - $23.6M
|
1.37M
$154M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
4.46K+ 11.79% |
$480K - $501K
|
42.2K
$4.75M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.12K+ 57.37% |
$336K - $350K
|
8.55K
$960K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2+ 0.05% |
$215 - $225
|
3.65K
$410K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.96K- 25.78% |
$641K - $669K
|
17.1K
$1.93M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.76K+ 12.69% |
$190K - $198K
|
15.6K
$1.76M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
184New |
$19.8K - $20.7K
|
184
$20.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-246- 55.16% |
$26.5K - $27.6K
|
200
$22.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
273+ 10.29% |
$29.4K - $30.7K
|
2.93K
$329K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-424- 11.98% |
$45.6K - $47.6K
|
3.12K
$350K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
147+ 3.07% |
$15.8K - $16.5K
|
4.93K
$554K
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
2.33K+ 11.43% |
$251K - $262K
|
22.7K
$2.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-400- 1.38% |
$43.1K - $44.9K
|
28.7K
$3.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-90- 2.85% |
$9.69K - $10.1K
|
3.06K
$344K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.45K- 17.32% |
$264K - $276K
|
11.7K
$1.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-508- 21.84% |
$54.7K - $57.1K
|
1.82K
$204K
|
|
|
Oct 30, 2025
Q3 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-159- 0.67% |
$17.1K - $17.9K
|
23.7K
$2.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
489+ 3.72% |
$52.6K - $54.9K
|
13.6K
$1.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 0.4% |
$646 - $674
|
1.5K
$169K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-353- 5.56% |
$38K - $39.7K
|
6K
$673K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
340+ 5.09% |
$36.6K - $38.2K
|
7.02K
$789K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
193+ 1135.29% |
$20.8K - $21.7K
|
210
$23.6K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-210K- 31.76% |
$22.6M - $23.6M
|
451K
$50.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
4.22K+ 5.52% |
$454K - $474K
|
80.7K
$9.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
5.53KNew |
$595K - $621K
|
5.53K
$621K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
171New |
$18.4K - $19.2K
|
171
$19.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
88+ 2.19% |
$9.47K - $9.89K
|
4.1K
$461K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
3.96K+ 5.24% |
$426K - $445K
|
79.4K
$8.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
227New |
$24.4K - $25.5K
|
227
$25.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
68.5K+ 20.88% |
$7.37M - $7.69M
|
397K
$44.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
180New |
$19.4K - $20.2K
|
180
$20.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.61K+ 10.02% |
$281K - $293K
|
28.6K
$3.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
326+ 2.97% |
$35.1K - $36.6K
|
11.3K
$1.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.93K+ 10.54% |
$207K - $216K
|
20.2K
$2.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
1.35K+ 13.34% |
$146K - $152K
|
11.5K
$1.29M
|