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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
49New |
$5.26K - $5.95K
|
49
$5.35K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
36+ 21.95% |
$3.87K - $4.37K
|
200
$21.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
24New |
$2.58K - $2.92K
|
24
$2.62K
|
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
24+ 1.3% |
$2.58K - $2.92K
|
1.87K
$204K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
22New |
$2.36K - $2.67K
|
22
$2.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
16New |
$1.72K - $1.94K
|
16
$1.75K
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
12+ 1.07% |
$1.29K - $1.46K
|
1.14K
$124K
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7New |
$752 - $851
|
7
$764
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
647KNew |
$76.6M - $84.8M
|
647K
$70.6M
|
|
|
May 16, 2022
Q1 2022
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
16KNew |
$1.9M - $2.1M
|
16K
$1.75M
|
|
|
Apr 12, 2022
Q1 2022
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
7.9KNew |
$936K - $1.04M
|
7.9K
$862K
|
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
7.5K+ 50.0% |
$888K - $984K
|
22.5K
$2.46M
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.43KNew |
$288K - $319K
|
2.43K
$265K
|
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.5KNew |
$178K - $197K
|
1.5K
$164K
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
456+ 18.17% |
$54K - $59.8K
|
2.97K
$324K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
116New |
$13.7K - $15.2K
|
116
$12.7K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
55New |
$6.51K - $7.22K
|
55
$6K
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
9New |
$1.07K - $1.18K
|
9
$982
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2+ 0.13% |
$237 - $262
|
1.54K
$168K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
BUY
|
- |
197K+ 219.32% |
$25.9M - $26.6M
|
287K
$31.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
147K+ 10.27% |
$19.3M - $19.8M
|
1.58M
$172M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
37.4KNew |
$4.9M - $5.05M
|
37.4K
$4.08M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.58KNew |
$338K - $348K
|
2.58K
$281K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
422New |
$55.3K - $56.9K
|
422
$46K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
118New |
$15.5K - $15.9K
|
118
$12.9K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
89New |
$11.7K - $12K
|
89
$9.71K
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
64+ 3.22% |
$8.38K - $8.63K
|
2.05K
$224K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
43New |
$5.63K - $5.8K
|
43
$4.69K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
34New |
$4.45K - $4.59K
|
34
$3.71K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
101KNew |
$13.4M - $13.8M
|
101K
$11M
|
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
BUY
|
- |
2.25K+ 54.34% |
$299K - $306K
|
6.39K
$697K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
4.66KNew |
$605K - $627K
|
4.66K
$509K
|
|
|
Aug 16, 2021
Q2 2021
|
Ovata Capital Management LTD
|
BUY
|
PUT |
635New |
$82.5K - $85.3K
|
635
$69.3K
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
164New |
$21.3K - $22K
|
164
$17.9K
|
|
|
Aug 16, 2021
Q2 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
22New |
$2.86K - $2.96K
|
22
$2.4K
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
18New |
$2.34K - $2.42K
|
18
$1.96K
|
|
| Q1 2021 | |||||||
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
323+ 48.57% |
$41.5K - $44.4K
|
988
$108K
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
40New |
$5.14K - $5.5K
|
40
$4.36K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
40.3KNew |
$5.39M - $5.58M
|
40.3K
$4.4M
|
|
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
PUT |
7.5KNew |
$1M - $1.04M
|
7.5K
$818K
|
|
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.23KNew |
$298K - $309K
|
2.23K
$244K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
863New |
$115K - $120K
|
863
$94.2K
|
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
PUT |
600+ 2.45% |
$80.2K - $83.1K
|
25.1K
$2.74M
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
416New |
$55.6K - $57.6K
|
416
$45.4K
|
|
|
Jan 22, 2021
Q4 2020
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
160New |
$21.4K - $22.2K
|
160
$17.5K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
73.9KNew |
$9.92M - $10.3M
|
73.9K
$8.07M
|
|
|
Dec 07, 2020
Q3 2020
|
Partners Value Investments LP
Toronto, A6 |
BUY
|
- |
36.5KNew |
$4.9M - $5.08M
|
36.5K
$3.98M
|
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
BUY
|
PUT |
10.5K+ 2100.0% |
$1.41M - $1.46M
|
11K
$1.2M
|
|
|
Oct 23, 2020
Q3 2020
|
Cadence Bank Na
|
BUY
|
- |
2.55KNew |
$342K - $355K
|
2.55K
$278K
|
|
|
Nov 09, 2023
Q3 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
440+ 91.48% |
$59.1K - $61.2K
|
921
$100K
|
|