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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.02KNew |
$308K - $327K
|
3.02K
$329K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
2.42KNew |
$247K - $263K
|
2.42K
$265K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.83K+ 0.6% |
$187K - $199K
|
305K
$33.3M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.51KNew |
$154K - $164K
|
1.51K
$165K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
948+ 73.32% |
$96.7K - $103K
|
2.24K
$245K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
901New |
$91.9K - $97.8K
|
901
$98.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
527New |
$53.8K - $57.2K
|
527
$57.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
BUY
|
- |
435New |
$44.4K - $47.2K
|
435
$47.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
416New |
$42.4K - $45.1K
|
416
$45.4K
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
398+ 10.1% |
$40.6K - $43.2K
|
4.34K
$474K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
349New |
$35.6K - $37.9K
|
349
$38.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
289New |
$29.5K - $31.4K
|
289
$31.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
275+ 10.07% |
$28.1K - $29.8K
|
3.01K
$328K
|
|
|
Oct 10, 2023
Q3 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
263+ 4.82% |
$26.8K - $28.5K
|
5.72K
$624K
|
|
|
Nov 15, 2023
Q3 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
247+ 5.25% |
$25.2K - $26.8K
|
4.95K
$541K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
206New |
$21K - $22.4K
|
206
$22.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
171New |
$17.4K - $18.6K
|
171
$18.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100New |
$10.2K - $10.9K
|
100
$10.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
81New |
$8.26K - $8.79K
|
81
$8.84K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
67New |
$6.84K - $7.27K
|
67
$7.31K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
42+ 0.62% |
$4.28K - $4.56K
|
6.85K
$747K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
41New |
$4.18K - $4.45K
|
41
$4.47K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
23New |
$2.35K - $2.5K
|
23
$2.51K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
16New |
$1.63K - $1.74K
|
16
$1.75K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
15New |
$1.53K - $1.63K
|
15
$1.64K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
14New |
$1.43K - $1.52K
|
14
$1.53K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
10New |
$1.02K - $1.09K
|
10
$1.09K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.05% |
$204 - $217
|
192
$21K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1+ 1.69% |
$102 - $109
|
60
$6.55K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.39MNew |
$147M - $153M
|
1.39M
$151M
|
|
|
Aug 10, 2023
Q2 2023
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
565K+ 212.4% |
$59.9M - $62.4M
|
831K
$90.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
300KNew |
$31.8M - $33.1M
|
300K
$32.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Amia Capital LLP
|
BUY
|
- |
138KNew |
$14.6M - $15.2M
|
138K
$15M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
95.2KNew |
$10.1M - $10.5M
|
95.2K
$10.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
46.6KNew |
$4.94M - $5.15M
|
46.6K
$5.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
27.9KNew |
$2.96M - $3.08M
|
27.9K
$3.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
23.6K+ 9.32% |
$2.5M - $2.61M
|
277K
$30.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
21.2KNew |
$2.25M - $2.34M
|
21.2K
$2.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15.5KNew |
$1.64M - $1.71M
|
15.5K
$1.69M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
11.5K+ 7.54% |
$1.22M - $1.27M
|
165K
$18M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
10KNew |
$1.06M - $1.1M
|
10K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
9.24KNew |
$980K - $1.02M
|
9.24K
$1.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
8.71K+ 3485.6% |
$924K - $962K
|
8.96K
$978K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.26KNew |
$452K - $471K
|
4.26K
$465K
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.98KNew |
$422K - $440K
|
3.98K
$435K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.11KNew |
$224K - $233K
|
2.11K
$231K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.1KNew |
$223K - $232K
|
2.1K
$229K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.04KNew |
$216K - $225K
|
2.04K
$222K
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
1.93KNew |
$205K - $213K
|
1.93K
$211K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
BUY
|
- |
1.89KNew |
$200K - $208K
|
1.89K
$206K
|
|