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 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-3.29K- 29.24% |
$347K - $361K
|
7.97K
$868K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
21+ 0.62% |
$2.21K - $2.3K
|
3.39K
$370K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-5.48K- 52.35% |
$577K - $601K
|
4.99K
$544K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
892+ 3.47% |
$93.9K - $97.8K
|
26.6K
$2.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
16+ 0.2% |
$1.68K - $1.75K
|
8.22K
$896K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-742- 3.26% |
$78.1K - $81.3K
|
22K
$2.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
14.4K+ 28.17% |
$1.51M - $1.58M
|
65.5K
$7.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-11K- 72.43% |
$1.16M - $1.21M
|
4.2K
$458K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
135+ 1.59% |
$14.2K - $14.8K
|
8.64K
$941K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-117- 2.02% |
$12.3K - $12.8K
|
5.67K
$618K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.05K- 2.49% |
$321K - $334K
|
119K
$13M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
83New |
$8.73K - $9.1K
|
83
$9.04K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-1.22K- 20.68% |
$128K - $134K
|
4.68K
$510K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.2K+ 48.61% |
$232K - $241K
|
6.74K
$734K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-2.33K- 5.65% |
$245K - $255K
|
38.9K
$4.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-3.59K- 3.03% |
$377K - $393K
|
115K
$12.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-1K- 26.77% |
$105K - $110K
|
2.74K
$298K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.19KNew |
$335K - $349K
|
3.19K
$347K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-10- 0.36% |
$1.05K - $1.1K
|
2.79K
$304K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-371- 7.36% |
$39K - $40.7K
|
4.67K
$509K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.74% |
$526 - $548
|
683
$74.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
103+ 1.16% |
$10.8K - $11.3K
|
9K
$981K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
20+ 0.83% |
$2.1K - $2.19K
|
2.43K
$264K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.39K+ 3.74% |
$777K - $810K
|
205K
$22.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
18+ 0.29% |
$1.89K - $1.97K
|
6.28K
$685K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.23K- 10.6% |
$130K - $135K
|
10.4K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.06K- 5.95% |
$427K - $445K
|
64.1K
$6.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
2+ 0.08% |
$210 - $219
|
2.46K
$268K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
390KNew |
$41.1M - $42.8M
|
390K
$42.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.36K- 27.4% |
$143K - $149K
|
3.61K
$393K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-84- 10.74% |
$8.84K - $9.21K
|
698
$76.1K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
614+ 18.83% |
$64.6K - $67.3K
|
3.87K
$422K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
12KNew |
$1.27M - $1.32M
|
12K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
154New |
$16.2K - $16.9K
|
154
$16.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.68% |
$421 - $438
|
593
$64.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
2.09K+ 10.49% |
$220K - $229K
|
22K
$2.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
45+ 0.18% |
$4.74K - $4.93K
|
24.8K
$2.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
5.14KNew |
$541K - $564K
|
5.14K
$561K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-16.2K- 10.51% |
$1.71M - $1.78M
|
138K
$15M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-4.94K- 17.91% |
$519K - $541K
|
22.6K
$2.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.04% |
$105 - $110
|
2.32K
$253K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-347- 4.94% |
$36.5K - $38K
|
6.68K
$728K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-625- 67.13% |
$65.8K - $68.5K
|
306
$33.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-446- 3.35% |
$46.9K - $48.9K
|
12.9K
$1.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.24K+ 15.47% |
$131K - $136K
|
9.26K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
1.05K+ 0.48% |
$110K - $115K
|
221K
$24M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-178- 0.62% |
$18.7K - $19.5K
|
28.8K
$3.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
17+ 0.58% |
$1.79K - $1.86K
|
2.94K
$321K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
64+ 1.05% |
$6.73K - $7.02K
|
6.14K
$669K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-13- 0.1% |
$1.37K - $1.42K
|
13.4K
$1.46M
|