Latest Institutional Purchases of Ishares Iboxx $ Investment Gra (LQD)
This list provides information on the latest institutional transactions involving Ishares Iboxx $ Investment Gra (LQD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.74% |
$526 - $548
|
683
$76.5K
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.28% |
$421 - $438
|
1.43K
$161K
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
4New |
$421 - $438
|
4
$448
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.68% |
$421 - $438
|
593
$66.4K
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 1.15% |
$316 - $329
|
264
$29.6K
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
3+ 0.08% |
$316 - $329
|
3.81K
$427K
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 0.7% |
$316 - $329
|
430
$48.2K
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2New |
$210 - $219
|
2
$224
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.08% |
$210 - $219
|
2.62K
$294K
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.32% |
$210 - $219
|
153
$17.1K
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 0.03% |
$210 - $219
|
6.4K
$717K
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.06% |
$210 - $219
|
3.15K
$353K
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 0.56% |
$210 - $219
|
359
$40.2K
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
2+ 0.08% |
$210 - $219
|
2.46K
$275K
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 1.89% |
$105 - $110
|
54
$6.05K
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1+ 0.01% |
$105 - $110
|
11.2K
$1.25M
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 5.88% |
$105 - $110
|
18
$2.02K
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1+ 0.02% |
$105 - $110
|
4.31K
$483K
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.04% |
$105 - $110
|
2.42K
$271K
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 1.85% |
$105 - $110
|
55
$6.16K
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.04% |
$105 - $110
|
2.32K
$260K
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.37M+ 9463.08% |
$144M - $150M
|
1.38M
$155M
|
|
May 14, 2025
Q1 2025
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
PUT |
390KNew |
$41M - $42.7M
|
390K
$43.7M
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
138KNew |
$14.5M - $15.2M
|
138K
$15.5M
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
126K+ 211.13% |
$13.2M - $13.8M
|
185K
$20.7M
|
|
May 14, 2025
Q1 2025
|
Cno Financial Group, Inc.
|
BUY
|
- |
125KNew |
$13.1M - $13.7M
|
125K
$14M
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
123K+ 22.2% |
$12.9M - $13.5M
|
677K
$75.9M
|
|
Aug 28, 2025
Q1 2025
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
81.8KNew |
$8.6M - $8.97M
|
81.8K
$9.16M
|
|
May 15, 2025
Q1 2025
|
Kohlberg Kravis Roberts & Co. L.P.
New York, NY |
BUY
|
- |
72.2KNew |
$7.59M - $7.92M
|
72.2K
$8.09M
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
61.9K+ 10.39% |
$6.51M - $6.79M
|
658K
$73.7M
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
58.1KNew |
$6.11M - $6.37M
|
58.1K
$6.51M
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
58.1KNew |
$6.1M - $6.36M
|
58.1K
$6.5M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
57.2K+ 92.05% |
$6.02M - $6.27M
|
119K
$13.4M
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
50K+ 8.18% |
$5.26M - $5.48M
|
661K
$74.1M
|
|
Apr 23, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
49.7KNew |
$5.22M - $5.45M
|
49.7K
$5.56M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
49.3KNew |
$5.18M - $5.4M
|
49.3K
$5.52M
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
41.7KNew |
$4.39M - $4.58M
|
41.7K
$4.68M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38.3K+ 3.93% |
$4.02M - $4.19M
|
1.01M
$113M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
34.5K+ 18.15% |
$3.63M - $3.78M
|
225K
$25.2M
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
31.7KNew |
$3.33M - $3.47M
|
31.7K
$3.55M
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
23.6KNew |
$2.48M - $2.58M
|
23.6K
$2.64M
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22KNew |
$2.31M - $2.41M
|
22K
$2.47M
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
19.4KNew |
$2.04M - $2.13M
|
19.4K
$2.17M
|
|
Apr 09, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
16.4KNew |
$1.72M - $1.79M
|
16.4K
$1.83M
|