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 |
---|---|---|---|---|---|---|---|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
300New |
$29.8K - $33K
|
300
$32.7K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
300New |
$29.8K - $33K
|
300
$32.7K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
294+ 4.42% |
$29.2K - $32.3K
|
6.95K
$758K
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
287+ 2.68% |
$28.5K - $31.6K
|
11K
$1.2M
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
238+ 9.13% |
$23.6K - $26.2K
|
2.85K
$310K
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
192New |
$19K - $21.1K
|
192
$21K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
169New |
$16.8K - $18.6K
|
169
$18.4K
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
154New |
$15.3K - $16.9K
|
154
$16.8K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
151New |
$15K - $16.6K
|
151
$16.5K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
127New |
$12.6K - $14K
|
127
$13.9K
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
116New |
$11.5K - $12.8K
|
116
$12.7K
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
58+ 53.7% |
$5.75K - $6.38K
|
166
$18.1K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
50New |
$4.96K - $5.5K
|
50
$5.46K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
40New |
$3.97K - $4.4K
|
40
$4.36K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
37New |
$3.67K - $4.07K
|
37
$4.04K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
26+ 100.0% |
$2.58K - $2.86K
|
52
$5.67K
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
25New |
$2.48K - $2.75K
|
25
$2.73K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
23New |
$2.28K - $2.53K
|
23
$2.51K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
14New |
$1.39K - $1.54K
|
14
$1.53K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
7+ 0.54% |
$694 - $770
|
1.29K
$141K
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6New |
$595 - $660
|
6
$655
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
6New |
$595 - $660
|
6
$655
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.03% |
$298 - $330
|
8.8K
$960K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
2+ 0.71% |
$198 - $220
|
283
$30.9K
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
2+ 8.0% |
$198 - $220
|
27
$2.95K
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$99.2 - $110
|
1
$109
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
PUT |
5MNew |
$507M - $573M
|
5M
$546M
|
|
Nov 10, 2022
Q3 2022
|
Dow Chemical CO
Midland, MI |
BUY
|
- |
1.18MNew |
$120M - $135M
|
1.18M
$129M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
1.04M+ 66.79% |
$105M - $119M
|
2.6M
$283M
|
|
Nov 14, 2022
Q3 2022
|
Graticule Asia Macro Advisors LLC
New York, NY |
BUY
|
CALL |
764KNew |
$77.5M - $87.6M
|
764K
$83.4M
|
|
Nov 01, 2022
Q3 2022
|
Boundary Creek Advisors LP
|
BUY
|
CALL |
500KNew |
$50.7M - $57.3M
|
500K
$54.6M
|
|
Nov 09, 2022
Q3 2022
|
Cqs (Us), LLC
New York, NY |
BUY
|
PUT |
400KNew |
$40.6M - $45.8M
|
400K
$43.6M
|
|
Nov 14, 2022
Q3 2022
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
250KNew |
$25.4M - $28.7M
|
250K
$27.3M
|
|
Nov 14, 2022
Q3 2022
|
Baymount Management LP
Miami, FL |
BUY
|
- |
200KNew |
$20.3M - $22.9M
|
200K
$21.8M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
135K+ 1167.83% |
$13.7M - $15.5M
|
147K
$16M
|
|
Nov 10, 2022
Q3 2022
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
87K+ 27.88% |
$8.83M - $9.97M
|
399K
$43.5M
|
|
Nov 14, 2022
Q3 2022
|
Canyon Capital Advisors LLC
Dallas, TX |
BUY
|
- |
48.4KNew |
$4.91M - $5.55M
|
48.4K
$5.28M
|
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
27.6KNew |
$2.8M - $3.16M
|
27.6K
$3.01M
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
21.3KNew |
$2.16M - $2.44M
|
21.3K
$2.32M
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
14.9K+ 512.08% |
$1.51M - $1.71M
|
17.8K
$1.94M
|
|
Nov 14, 2022
Q3 2022
|
Cowen And Company, LLC
|
BUY
|
- |
10KNew |
$1.01M - $1.15M
|
10K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
CALL |
4.71KNew |
$477K - $539K
|
4.71K
$514K
|
|
Oct 28, 2022
Q3 2022
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
4.6K+ 35.94% |
$467K - $527K
|
17.4K
$1.9M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
4.45K+ 47.59% |
$452K - $510K
|
13.8K
$1.51M
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.64KNew |
$370K - $418K
|
3.64K
$398K
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
3.36KNew |
$341K - $385K
|
3.36K
$366K
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
3.12KNew |
$316K - $358K
|
3.12K
$340K
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.84KNew |
$288K - $326K
|
2.84K
$310K
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.82KNew |
$286K - $323K
|
2.82K
$308K
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.72KNew |
$275K - $311K
|
2.72K
$296K
|