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 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
49.7K+ 15.72% |
$5.22M - $5.45M
|
366K
$39.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
49.7KNew |
$5.22M - $5.45M
|
49.7K
$5.42M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
49.3KNew |
$5.18M - $5.4M
|
49.3K
$5.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
48.1KNew |
$5.06M - $5.27M
|
48.1K
$5.25M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
47.5K+ 344.83% |
$4.99M - $5.21M
|
61.3K
$6.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
45.3K+ 6.1% |
$4.76M - $4.97M
|
787K
$85.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
44.9K+ 58.84% |
$4.71M - $4.92M
|
121K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
44.3K+ 32.74% |
$4.66M - $4.86M
|
180K
$19.6M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43.3K+ 35.34% |
$4.56M - $4.75M
|
166K
$18.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
43.2K+ 4.63% |
$4.54M - $4.74M
|
977K
$107M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
42.5K+ 8795.86% |
$4.47M - $4.66M
|
43K
$4.69M
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
41.7KNew |
$4.39M - $4.58M
|
41.7K
$4.55M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
41.5K+ 200.92% |
$4.36M - $4.54M
|
62.1K
$6.77M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
38.3KNew |
$4.02M - $4.2M
|
38.3K
$4.18M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
38.3K+ 65.11% |
$4.02M - $4.19M
|
97K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38.3K+ 3.93% |
$4.02M - $4.19M
|
1.01M
$111M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
36.9K+ 1418.27% |
$3.88M - $4.05M
|
39.6K
$4.32M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
34.5K+ 18.15% |
$3.63M - $3.78M
|
225K
$24.5M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
32.7K+ 4.32% |
$3.44M - $3.58M
|
789K
$86.1M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
31.7KNew |
$3.33M - $3.47M
|
31.7K
$3.46M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
30K+ 21.76% |
$3.15M - $3.29M
|
168K
$18.3M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
BUY
|
- |
30K+ 34.05% |
$3.15M - $3.29M
|
118K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
29.9K+ 3.01% |
$3.14M - $3.28M
|
1.02M
$112M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.3K+ 2.61% |
$2.87M - $2.99M
|
1.07M
$117M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
26.6KNew |
$2.8M - $2.92M
|
26.6K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26.3K+ 14.01% |
$2.76M - $2.88M
|
214K
$23.3M
|
|
|
May 13, 2025
Q1 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
25.6KNew |
$2.69M - $2.81M
|
25.6K
$2.79M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
25.3K+ 62.94% |
$2.66M - $2.77M
|
65.5K
$7.15M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.7K+ 14.54% |
$2.49M - $2.6M
|
187K
$20.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
23.6KNew |
$2.48M - $2.58M
|
23.6K
$2.57M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
23.2KNew |
$2.43M - $2.54M
|
23.2K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.1K+ 2.81% |
$2.42M - $2.53M
|
845K
$92.2M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
22.1K+ 145.91% |
$2.32M - $2.42M
|
37.2K
$4.06M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22KNew |
$2.31M - $2.41M
|
22K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
21.1K+ 5.26% |
$2.21M - $2.31M
|
422K
$46M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21K+ 7.29% |
$2.2M - $2.3M
|
309K
$33.7M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
20.7K+ 354.14% |
$2.17M - $2.27M
|
26.5K
$2.89M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
19.5K+ 1.17% |
$2.05M - $2.14M
|
1.69M
$184M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
19.4KNew |
$2.04M - $2.13M
|
19.4K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19K+ 7.76% |
$2M - $2.08M
|
264K
$28.8M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
18.5KNew |
$1.95M - $2.03M
|
18.5K
$2.02M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.2K+ 8.61% |
$1.91M - $1.99M
|
229K
$25M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.5K+ 62.46% |
$1.83M - $1.91M
|
45.4K
$4.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
16.4KNew |
$1.72M - $1.79M
|
16.4K
$1.79M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.6K+ 19.93% |
$1.63M - $1.71M
|
93.6K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15.2K+ 27.25% |
$1.6M - $1.66M
|
70.9K
$7.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
15.1K+ 5.35% |
$1.59M - $1.65M
|
297K
$32.4M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15K+ 10.37% |
$1.58M - $1.64M
|
160K
$17.4M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
14.9K+ 10.78% |
$1.57M - $1.64M
|
154K
$16.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.9K+ 121.73% |
$1.56M - $1.63M
|
27.1K
$2.96M
|