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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
2.38KNew |
$250K - $261K
|
2.38K
$260K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
2.37K+ 10.59% |
$249K - $260K
|
24.8K
$2.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.3KNew |
$242K - $253K
|
2.3K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.22KNew |
$233K - $243K
|
2.22K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.21K+ 10.66% |
$233K - $243K
|
23K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.2K+ 11.29% |
$231K - $241K
|
21.7K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.19KNew |
$230K - $240K
|
2.19K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.18KNew |
$229K - $239K
|
2.18K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.18KNew |
$229K - $239K
|
2.18K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.16KNew |
$227K - $237K
|
2.16K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.15K+ 5.76% |
$226K - $236K
|
39.4K
$4.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.14KNew |
$225K - $235K
|
2.14K
$234K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
2.11K+ 110.53% |
$222K - $231K
|
4.02K
$438K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
2.08K+ 5.63% |
$218K - $228K
|
39K
$4.25M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.07KNew |
$218K - $227K
|
2.07K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.03K+ 7.84% |
$214K - $223K
|
28K
$3.05M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.01K+ 77.4% |
$211K - $220K
|
4.6K
$502K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.95K+ 2.55% |
$205K - $214K
|
78.5K
$8.57M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.95KNew |
$205K - $213K
|
1.95K
$212K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.93K+ 40.72% |
$203K - $212K
|
6.68K
$729K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.93K+ 8.82% |
$203K - $212K
|
23.9K
$2.6M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.85KNew |
$195K - $203K
|
1.85K
$202K
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
1.85KNew |
$194K - $203K
|
1.85K
$202K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.85KNew |
$194K - $202K
|
1.85K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.83K+ 0.39% |
$192K - $200K
|
470K
$51.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.81K+ 8.52% |
$191K - $199K
|
23.1K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.77K+ 1.02% |
$186K - $194K
|
175K
$19.1M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.75K+ 29.89% |
$184K - $191K
|
7.59K
$828K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.69K+ 23.0% |
$178K - $186K
|
9.05K
$988K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.68K+ 14.31% |
$177K - $184K
|
13.4K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
1.62K+ 7.19% |
$170K - $177K
|
24.1K
$2.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.61K+ 11.93% |
$169K - $176K
|
15.1K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
1.59K+ 2.65% |
$167K - $174K
|
61.7K
$6.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
1.57K+ 5.41% |
$165K - $173K
|
30.6K
$3.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.56K+ 13.55% |
$163K - $170K
|
13K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
1.52K+ 8.98% |
$160K - $167K
|
18.5K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
1.46K+ 12.1% |
$153K - $160K
|
13.5K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.45K+ 59.32% |
$153K - $159K
|
3.9K
$425K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.43K+ 19.79% |
$150K - $156K
|
8.63K
$941K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.4K+ 9.49% |
$147K - $153K
|
16.1K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
1.36K+ 27.35% |
$143K - $149K
|
6.33K
$691K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.36K+ 2.95% |
$143K - $149K
|
47.3K
$5.17M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.36K+ 5.41% |
$143K - $149K
|
26.5K
$2.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.36K+ 1.95% |
$143K - $149K
|
70.8K
$7.73M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.28K+ 47.46% |
$135K - $140K
|
3.98K
$434K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.24K+ 3.77% |
$131K - $136K
|
34.2K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.21K+ 2.18% |
$127K - $133K
|
56.6K
$6.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.17K+ 4.45% |
$123K - $128K
|
27.4K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.16K+ 58.96% |
$122K - $127K
|
3.12K
$341K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
1.16K+ 0.99% |
$121K - $127K
|
118K
$12.9M
|