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 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
614+ 18.83% |
$64.6K - $67.3K
|
3.87K
$434K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
600+ 28.41% |
$63.1K - $65.8K
|
2.71K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
590+ 0.32% |
$62.1K - $64.7K
|
187K
$21M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
578+ 2.68% |
$60.8K - $63.4K
|
22.1K
$2.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
560+ 235.29% |
$58.9K - $61.4K
|
798
$89.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
541+ 55.83% |
$56.9K - $59.3K
|
1.51K
$169K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
511+ 0.41% |
$53.8K - $56K
|
125K
$14M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
510+ 12.59% |
$53.7K - $55.9K
|
4.56K
$511K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
510+ 0.3% |
$53.7K - $55.9K
|
168K
$18.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
509+ 0.33% |
$53.6K - $55.8K
|
154K
$17.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
500New |
$52.6K - $54.8K
|
500
$56K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
500+ 7.24% |
$52.6K - $54.8K
|
7.41K
$830K
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
496+ 1.58% |
$52.2K - $54.4K
|
32K
$3.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
490+ 8.79% |
$51.6K - $53.7K
|
6.07K
$679K
|
|
|
Aug 05, 2025
Q2 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
490+ 0.5% |
$51.6K - $53.7K
|
98.1K
$11M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
489+ 0.48% |
$51.5K - $53.6K
|
103K
$11.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
486+ 12.39% |
$51.1K - $53.3K
|
4.41K
$494K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
482+ 10.07% |
$50.7K - $52.8K
|
5.27K
$590K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
469New |
$49.4K - $51.4K
|
469
$52.5K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
461+ 2.02% |
$48.5K - $50.5K
|
23.3K
$2.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
448+ 1.36% |
$47.1K - $49.1K
|
33.5K
$3.75M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
446New |
$46.9K - $48.9K
|
446
$50K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
445+ 0.72% |
$46.8K - $48.8K
|
62.1K
$6.96M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
436+ 2.35% |
$45.9K - $47.8K
|
19K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
429+ 1.59% |
$45.1K - $47K
|
27.4K
$3.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
415+ 5.39% |
$43.7K - $45.5K
|
8.12K
$909K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
412+ 23.16% |
$43.4K - $45.2K
|
2.19K
$245K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
408+ 77.42% |
$42.9K - $44.7K
|
935
$105K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
407+ 0.53% |
$42.8K - $44.6K
|
77.2K
$8.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
403+ 0.66% |
$42.4K - $44.2K
|
61.3K
$6.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
395+ 3.48% |
$41.6K - $43.3K
|
11.7K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
382+ 1.48% |
$40.2K - $41.9K
|
26.2K
$2.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
381+ 6.38% |
$40.1K - $41.8K
|
6.36K
$712K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
375+ 6.62% |
$39.5K - $41.1K
|
6.04K
$677K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
367+ 8.55% |
$38.6K - $40.2K
|
4.66K
$522K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
362+ 1.08% |
$38.1K - $39.7K
|
34K
$3.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
354New |
$37.3K - $38.8K
|
354
$39.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
350+ 8.71% |
$36.8K - $38.4K
|
4.37K
$489K
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
350+ 10.18% |
$36.8K - $38.4K
|
3.79K
$424K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
309+ 2.22% |
$32.5K - $33.9K
|
14.2K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
308+ 0.99% |
$32.4K - $33.8K
|
31.4K
$3.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
303+ 2.2% |
$31.9K - $33.2K
|
14.1K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
301+ 26.66% |
$31.7K - $33K
|
1.43K
$160K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
299+ 13.56% |
$31.5K - $32.8K
|
2.5K
$280K
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
290+ 6.01% |
$30.5K - $31.8K
|
5.12K
$573K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
271New |
$28.5K - $29.7K
|
271
$30.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
265+ 2.06% |
$27.9K - $29K
|
13.1K
$1.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
260+ 10.06% |
$27.4K - $28.5K
|
2.85K
$319K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
250New |
$26.3K - $27.4K
|
250
$28K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
246+ 3.27% |
$25.9K - $27K
|
7.77K
$870K
|