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 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-2.63K- 9.68% |
$277K - $288K
|
24.5K
$2.67M
|
|
|
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
$371K
|
|
|
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
$877K
|
|
|
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
$7.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-384- 11.37% |
$40.4K - $42.1K
|
2.99K
$326K
|
|
|
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
$982K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
25New |
$2.63K - $2.74K
|
25
$2.72K
|
|
|
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
$695K
|
|
|
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
$7.19K
|
|
|
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
$37.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-13- 0.12% |
$1.37K - $1.42K
|
11.1K
$1.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-550- 14.58% |
$57.9K - $60.3K
|
3.22K
$351K
|
|
|
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
$5.99K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-264- 13.92% |
$27.8K - $28.9K
|
1.63K
$178K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
651+ 12.19% |
$68.5K - $71.4K
|
5.99K
$653K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-46- 1.02% |
$4.84K - $5.04K
|
4.46K
$486K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-425- 48.68% |
$44.7K - $46.6K
|
448
$48.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-36- 1.48% |
$3.79K - $3.95K
|
2.4K
$261K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.29K+ 253.37% |
$241K - $251K
|
3.2K
$348K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-32- 0.28% |
$3.37K - $3.51K
|
11.5K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
235+ 5.67% |
$24.7K - $25.8K
|
4.38K
$478K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.58K+ 5.59% |
$271K - $283K
|
48.7K
$5.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.59K+ 81.21% |
$378K - $394K
|
8.02K
$873K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.72K+ 72.02% |
$286K - $298K
|
6.5K
$708K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18.2K- 29.16% |
$1.92M - $2M
|
44.2K
$4.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-979- 21.99% |
$103K - $107K
|
3.47K
$378K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
51.7KNew |
$5.44M - $5.67M
|
51.7K
$5.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-570- 11.58% |
$60K - $62.5K
|
4.35K
$474K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-246- 3.81% |
$25.9K - $27K
|
6.22K
$678K
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-1.25K- 4.09% |
$132K - $137K
|
29.4K
$3.2M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
382+ 1.48% |
$40.2K - $41.9K
|
26.2K
$2.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
309+ 2.22% |
$32.5K - $33.9K
|
14.2K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-4.11K- 13.89% |
$432K - $450K
|
25.5K
$2.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-9.08K- 4.44% |
$956K - $995K
|
195K
$21.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-9.95K- 15.28% |
$1.05M - $1.09M
|
55.2K
$6.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
192+ 8.82% |
$20.2K - $21K
|
2.37K
$258K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-97- 4.98% |
$10.2K - $10.6K
|
1.85K
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-36- 4.87% |
$3.79K - $3.95K
|
703
$76.6K
|