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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.39K+ 3.74% |
$777K - $810K
|
205K
$23M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.2K+ 3.14% |
$757K - $789K
|
237K
$26.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
6.59K+ 24.69% |
$694K - $723K
|
33.3K
$3.73M
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
6.53KNew |
$687K - $716K
|
6.53K
$731K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
6.19K+ 5.25% |
$651K - $678K
|
124K
$13.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
6.12KNew |
$644K - $670K
|
6.12K
$685K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.07K+ 5.37% |
$638K - $665K
|
119K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
5.83K+ 1.51% |
$614K - $639K
|
392K
$43.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.77K+ 41.58% |
$607K - $633K
|
19.7K
$2.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.53K+ 18.42% |
$582K - $606K
|
35.6K
$3.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.34K+ 10.65% |
$562K - $585K
|
55.5K
$6.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.22K+ 23.58% |
$549K - $572K
|
27.4K
$3.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
5.17K+ 3.28% |
$544K - $567K
|
163K
$18.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
5.17K+ 2.17% |
$544K - $566K
|
243K
$27.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
5.14KNew |
$541K - $564K
|
5.14K
$576K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.07K+ 100.0% |
$534K - $556K
|
10.1K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.92K+ 6.57% |
$518K - $539K
|
79.8K
$8.93M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.86K+ 7.36% |
$511K - $532K
|
70.8K
$7.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
4.74KNew |
$499K - $520K
|
4.74K
$531K
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
4.71K+ 3.69% |
$496K - $516K
|
133K
$14.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
4.7K+ 43.88% |
$495K - $515K
|
15.4K
$1.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.63K+ 48.51% |
$487K - $507K
|
14.2K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Rock Creek Group, LP
|
BUY
|
- |
4.5KNew |
$474K - $493K
|
4.5K
$504K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.42K+ 7.73% |
$465K - $484K
|
61.6K
$6.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
4.38K+ 6.08% |
$461K - $481K
|
76.5K
$8.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.33K+ 8.63% |
$455K - $474K
|
54.5K
$6.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
4.3K+ 29.05% |
$452K - $471K
|
19.1K
$2.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4.21K+ 13.91% |
$443K - $461K
|
34.5K
$3.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
BUY
|
- |
4.2KNew |
$441K - $460K
|
4.2K
$470K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
4.19K+ 12.56% |
$441K - $460K
|
37.6K
$4.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
4.07KNew |
$428K - $446K
|
4.07K
$456K
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
4.06KNew |
$428K - $445K
|
4.06K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
4K+ 29.65% |
$421K - $439K
|
17.5K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
4K+ 666.67% |
$421K - $438K
|
4.6K
$515K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.99K+ 10.58% |
$420K - $438K
|
41.7K
$4.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3.94K+ 23.62% |
$414K - $431K
|
20.6K
$2.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
3.87K+ 23.48% |
$408K - $425K
|
20.4K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.74K+ 134.71% |
$394K - $410K
|
6.52K
$730K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.59K+ 81.21% |
$378K - $394K
|
8.02K
$898K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
3.58K+ 33.87% |
$377K - $392K
|
14.1K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.52K+ 115.81% |
$370K - $385K
|
6.55K
$734K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.36K+ 2.09% |
$354K - $368K
|
164K
$18.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.29KNew |
$347K - $361K
|
3.29K
$369K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
3.29K+ 13.15% |
$347K - $361K
|
28.3K
$3.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.27KNew |
$344K - $359K
|
3.27K
$366K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.19KNew |
$335K - $349K
|
3.19K
$357K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.05K+ 1.48% |
$321K - $334K
|
209K
$23.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.01K+ 26.1% |
$316K - $329K
|
14.5K
$1.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
2.94K+ 2.69% |
$310K - $322K
|
112K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.94K+ 108.1% |
$309K - $322K
|
5.65K
$633K
|