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 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.54KNew |
$258K - $291K
|
2.54K
$277K
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.12KNew |
$215K - $243K
|
2.12K
$231K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.04KNew |
$207K - $233K
|
2.04K
$222K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
1.24KNew |
$125K - $142K
|
1.24K
$135K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
1.21K+ 6.66% |
$122K - $138K
|
19.3K
$2.11M
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.16K+ 17.87% |
$118K - $133K
|
7.67K
$837K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.16K+ 6.99% |
$118K - $133K
|
17.8K
$1.94M
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.13KNew |
$115K - $130K
|
1.13K
$123K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.02KNew |
$103K - $116K
|
1.02K
$111K
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1K+ 42.63% |
$101K - $115K
|
3.35K
$365K
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
774+ 40.21% |
$78.5K - $88.7K
|
2.7K
$295K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
530+ 3.28% |
$53.8K - $60.7K
|
16.7K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
500New |
$50.7K - $57.3K
|
500
$54.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
500New |
$50.7K - $57.3K
|
500
$54.6K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
495+ 11.83% |
$50.2K - $56.7K
|
4.68K
$511K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
400+ 291.97% |
$40.6K - $45.8K
|
537
$58.6K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
380New |
$38.5K - $43.6K
|
380
$41.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
341+ 11.63% |
$34.6K - $39.1K
|
3.27K
$357K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
280New |
$28.4K - $32.1K
|
280
$30.6K
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
BUY
|
- |
126+ 0.65% |
$12.8K - $14.4K
|
19.5K
$2.13M
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
71New |
$7.2K - $8.14K
|
71
$7.75K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
50+ 4.65% |
$5.07K - $5.73K
|
1.13K
$123K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
3+ 6.98% |
$304 - $344
|
46
$5.02K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3+ 0.74% |
$304 - $344
|
411
$44.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.82% |
$203 - $229
|
245
$26.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2New |
$203 - $229
|
2
$218
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
660KNew |
$70.9M - $80.2M
|
660K
$72M
|
|
|
Aug 16, 2022
Q2 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
104KNew |
$11.2M - $12.6M
|
104K
$11.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Triatomic Management LP
New York, NY |
BUY
|
CALL |
100KNew |
$10.7M - $12.2M
|
100K
$10.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Napier Park Global Capital (Us) LP
New York, NY |
BUY
|
- |
97.2KNew |
$10.4M - $11.8M
|
97.2K
$10.6M
|
|
|
Oct 17, 2023
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
PUT |
20KNew |
$2.15M - $2.43M
|
20K
$2.18M
|
|
|
Aug 15, 2022
Q2 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
7.9KNew |
$849K - $960K
|
7.9K
$862K
|
|
|
Aug 15, 2022
Q2 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
6KNew |
$644K - $729K
|
6K
$655K
|
|
|
Jul 22, 2022
Q2 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
5.71KNew |
$614K - $694K
|
5.71K
$624K
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
2.5KNew |
$269K - $304K
|
2.5K
$273K
|
|
|
Jul 22, 2022
Q2 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
2.17KNew |
$233K - $264K
|
2.17K
$237K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.16KNew |
$232K - $263K
|
2.16K
$236K
|
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
1.9KNew |
$204K - $231K
|
1.9K
$207K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
1.9KNew |
$204K - $231K
|
1.9K
$207K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
972New |
$104K - $118K
|
972
$106K
|
|
|
Jul 12, 2022
Q2 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
730+ 1.88% |
$78.4K - $88.7K
|
39.5K
$4.31M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
528+ 25.69% |
$56.7K - $64.2K
|
2.58K
$282K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
325+ 62.5% |
$34.9K - $39.5K
|
845
$92.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
325New |
$34.9K - $39.5K
|
325
$35.5K
|
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
200New |
$21.5K - $24.3K
|
200
$21.8K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
167+ 6.54% |
$17.9K - $20.3K
|
2.72K
$297K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
76+ 950.0% |
$8.16K - $9.23K
|
84
$9.17K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
71New |
$7.63K - $8.63K
|
71
$7.75K
|
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
57+ 2.87% |
$6.12K - $6.93K
|
2.05K
$223K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
50+ 166.67% |
$5.37K - $6.08K
|
80
$8.73K
|
|