Free Trial
→ Your book is inside (From Profits Run) (Ad)tc pixel Free LQDW Stock Alerts

iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) Institutional Ownership

iShares Investment Grade Corporate Bond BuyWrite Strategy ETF logo
$23.92 +0.11 (+0.46%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (BATS:LQDW)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$1.40M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$6.78M
Get LQDW Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Investment Grade Corporate Bond BuyWrite Strategy ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

LQDW Institutional Buying and Selling by Quarter

iShares Investment Grade Corporate Bond BuyWrite Strategy ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/22/2026 Janney Montgomery Scott LLC16,940$410K0.0%N/A0.172%
1/26/2026 Private Trust Co. NA11,600$285K0.0%+107.1%0.118%
1/21/2026Prime Capital Investment Advisors LLC320,964$7.88M0.1%-4.4%3.259%
11/17/2025Triumph Capital Management7,968$201K0.0%N/A0.081%
11/5/2025Prime Capital Investment Advisors LLC335,819$8.49M0.1%+6.3%3.409%
10/15/2025 Private Trust Co. NA5,600$142K0.0%N/A0.057%
7/23/2025Prime Capital Investment Advisors LLC315,920$8.06M0.1%-44.3%3.207%
11/5/2024Prime Capital Investment Advisors LLC258,242$7.33M0.1%+14.7%4.392%
8/9/2024Prime Capital Investment Advisors LLC225,215$6.35M0.1%-23.3%3.830%
4/25/2024Triumph Capital Management9,826$286K0.1%N/A0.164%
1/24/2024Prime Capital Investment Advisors LLC193,467$5.74M0.1%+156.5%0.000%
11/15/2023Stonebridge Capital Advisors LLC2,000$63K0.0%+122.2%0.000%
11/9/2023Prime Capital Investment Advisors LLC75,437$2.38M0.0%+29.7%0.000%
11/6/2023Eldridge Investment Advisors Inc.35,296$1.11M0.4%N/A0.000%
10/31/2023Triumph Capital Management11,720$369K0.2%N/A0.000%
10/12/2023AdvisorNet Financial Inc2,000$63K0.0%+122.2%0.000%
8/23/2023Stonebridge Capital Advisors LLC900$30K0.0%+200.0%0.000%
7/14/2023AdvisorNet Financial Inc900$30K0.0%+200.0%0.000%
3/6/2023OLD Mission Capital LLC19,442$661K0.0%N/A0.000%


LQDW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LQDW shares?

During the previous two years, the following institutional investors and hedge funds held shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares: Prime Capital Investment Advisors LLC ($7.88M), Janney Montgomery Scott LLC ($410K), and Private Trust Co. NA ($285K), Triumph Capital Management ($201K).Learn more on iShares Investment Grade Corporate Bond BuyWrite Strategy ETF's institutional investors.

Which institutional investors have been buying iShares Investment Grade Corporate Bond BuyWrite Strategy ETF's stock?

The following institutional investors have purchased iShares Investment Grade Corporate Bond BuyWrite Strategy ETF's stock in the last 24 months: Prime Capital Investment Advisors LLC ($52.93K), Janney Montgomery Scott LLC ($16.94K), Private Trust Co. NA ($11.60K), and Triumph Capital Management ($7.97K).

How much institutional buying is happening at iShares Investment Grade Corporate Bond BuyWrite Strategy ETF?

Institutional investors have bought a total of 56,407 shares in the last 24 months. This purchase volume represents approximately $1.40M in transactions.

Which of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares Investment Grade Corporate Bond BuyWrite Strategy ETF stock in the last 24 months: Prime Capital Investment Advisors LLC ($266.24K).

How much institutional selling is happening at iShares Investment Grade Corporate Bond BuyWrite Strategy ETF?

Institutional investors have sold a total of 266,236 shares in the last 24 months. This volume of shares sold represents approximately $6.78M in transactions.


Related Companies

This page (BATS:LQDW) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel
Invest in SpaceX Before IPO
SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation...
NXT Wave Research | Sponsoredtc pixel
URGENT: $2 Gold Stock With Major Discovery
A $2 gold stock is said to quietly control what may be the largest gold deposit in the world - worth nearly $1...
Paradigm Press | Sponsoredtc pixel