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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
11.4KNew |
$1.19M - $1.24M
|
11.4K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
9.15KNew |
$962K - $1M
|
9.15K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
8.5K+ 73.08% |
$893K - $932K
|
20.1K
$2.25M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
7.22K+ 67.05% |
$759K - $791K
|
18K
$2.01M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.64KNew |
$698K - $728K
|
6.64K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
6.4KNew |
$673K - $702K
|
6.4K
$717K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
6KNew |
$631K - $658K
|
6K
$672K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
5.16K+ 8.18% |
$542K - $565K
|
68.2K
$7.64M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4.94K+ 3.64% |
$519K - $541K
|
140K
$15.7M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
4.06KNew |
$426K - $445K
|
4.06K
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
3.85K+ 32.62% |
$405K - $422K
|
15.7K
$1.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.67KNew |
$386K - $402K
|
3.67K
$411K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.08KNew |
$324K - $337K
|
3.08K
$345K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3KNew |
$315K - $329K
|
3K
$336K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.83KNew |
$297K - $310K
|
2.83K
$317K
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
2.57KNew |
$271K - $282K
|
2.57K
$288K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.55K+ 23.1% |
$268K - $280K
|
13.6K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.18KNew |
$229K - $239K
|
2.18K
$244K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.95KNew |
$205K - $213K
|
1.95K
$218K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.93K+ 40.72% |
$203K - $212K
|
6.68K
$749K
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
1.85KNew |
$194K - $203K
|
1.85K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.85KNew |
$194K - $202K
|
1.85K
$207K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.43K+ 19.79% |
$150K - $156K
|
8.63K
$966K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
1.36K+ 27.35% |
$143K - $149K
|
6.33K
$709K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.28K+ 47.46% |
$135K - $140K
|
3.98K
$445K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.24K+ 3.77% |
$131K - $136K
|
34.2K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
912New |
$95.9K - $100K
|
912
$102K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
616+ 4.75% |
$64.7K - $67.5K
|
13.6K
$1.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
455+ 3.16% |
$47.8K - $49.9K
|
14.8K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
445New |
$46.8K - $48.8K
|
445
$49.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
425+ 19.54% |
$44.7K - $46.6K
|
2.6K
$291K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
400+ 179.37% |
$42K - $43.8K
|
623
$69.8K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
352+ 17.71% |
$37K - $38.6K
|
2.34K
$262K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
314New |
$33K - $34.4K
|
314
$35.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
278+ 9.66% |
$29.2K - $30.5K
|
3.16K
$354K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
231+ 172.39% |
$24.3K - $25.3K
|
365
$40.9K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
227New |
$23.9K - $24.9K
|
227
$25.4K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
198+ 2.06% |
$20.8K - $21.7K
|
9.8K
$1.1M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
173+ 0.59% |
$18.2K - $19K
|
29.4K
$3.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
112New |
$11.8K - $12.3K
|
112
$12.5K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
112+ 2.3% |
$11.8K - $12.3K
|
4.98K
$557K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
95New |
$9.98K - $10.4K
|
95
$10.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
94New |
$9.88K - $10.3K
|
94
$10.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
88+ 27.08% |
$9.25K - $9.65K
|
413
$46.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
88New |
$9.25K - $9.65K
|
88
$9.86K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
80+ 3.11% |
$8.41K - $8.77K
|
2.65K
$297K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
78New |
$8.2K - $8.55K
|
78
$8.74K
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
75New |
$7.88K - $8.22K
|
75
$8.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
75+ 2.15% |
$7.88K - $8.22K
|
3.57K
$399K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
66New |
$6.94K - $7.23K
|
66
$7.39K
|