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
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.15K+ 35.28% |
$121K - $126K
|
4.41K
$481K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.14K+ 6350.0% |
$120K - $125K
|
1.16K
$127K
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
1.12K+ 4.77% |
$118K - $123K
|
24.7K
$2.69M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.11K+ 36.56% |
$117K - $122K
|
4.16K
$454K
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.08K+ 4.37% |
$114K - $118K
|
25.8K
$2.82M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.06K+ 8.83% |
$112K - $116K
|
13.1K
$1.43M
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.06K+ 27.6% |
$111K - $116K
|
4.9K
$534K
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.05K+ 11.45% |
$111K - $115K
|
10.2K
$1.12M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.05K+ 0.52% |
$110K - $115K
|
204K
$22.3M
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.05K+ 32.46% |
$110K - $115K
|
4.28K
$467K
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.02K+ 0.67% |
$108K - $112K
|
154K
$16.8M
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.01K+ 4.09% |
$106K - $111K
|
25.7K
$2.8M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.01K+ 8.19% |
$106K - $110K
|
13.3K
$1.45M
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
964+ 584.24% |
$101K - $106K
|
1.13K
$123K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
950+ 10.83% |
$99.8K - $104K
|
9.73K
$1.06M
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
912New |
$95.9K - $100K
|
912
$99.5K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
889+ 2.69% |
$93.4K - $97.4K
|
33.9K
$3.7M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
883+ 16.6% |
$92.8K - $96.8K
|
6.2K
$677K
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
777+ 12.66% |
$81.7K - $85.2K
|
6.92K
$755K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
748+ 6.89% |
$78.6K - $82K
|
11.6K
$1.27M
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
722+ 8.77% |
$75.9K - $79.1K
|
8.95K
$977K
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
719+ 0.62% |
$75.6K - $78.8K
|
118K
$12.8M
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
706+ 2.44% |
$74.2K - $77.4K
|
29.6K
$3.23M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
703New |
$73.9K - $77.1K
|
703
$76.7K
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
669+ 3.98% |
$70.3K - $73.3K
|
17.5K
$1.91M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
651+ 3.89% |
$68.4K - $71.4K
|
17.4K
$1.9M
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
642+ 1.68% |
$67.5K - $70.4K
|
38.8K
$4.24M
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
625+ 1.89% |
$65.7K - $68.5K
|
33.6K
$3.67M
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
625+ 0.48% |
$65.7K - $68.5K
|
130K
$14.1M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
617+ 1.81% |
$64.8K - $67.6K
|
34.7K
$3.78M
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
616+ 4.75% |
$64.7K - $67.5K
|
13.6K
$1.48M
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
614+ 3.66% |
$64.5K - $67.3K
|
17.4K
$1.9M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
600New |
$63.1K - $65.8K
|
600
$65.5K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
582+ 2.34% |
$61.2K - $63.8K
|
25.5K
$2.78M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
581+ 17.72% |
$61.1K - $63.7K
|
3.86K
$421K
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
545+ 7.79% |
$57.3K - $59.7K
|
7.54K
$823K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
542+ 7.71% |
$57K - $59.4K
|
7.57K
$826K
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
529+ 2.46% |
$55.6K - $58K
|
22.1K
$2.41M
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
529+ 6.36% |
$55.6K - $58K
|
8.84K
$965K
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
528+ 16.51% |
$55.5K - $57.9K
|
3.73K
$407K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
524+ 0.77% |
$55.1K - $57.4K
|
68.7K
$7.5M
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
515+ 6.86% |
$54.1K - $56.4K
|
8.02K
$875K
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
500+ 9.01% |
$52.6K - $54.8K
|
6.05K
$660K
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
496+ 15.19% |
$52.1K - $54.4K
|
3.76K
$411K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
494+ 0.56% |
$51.9K - $54.1K
|
89.3K
$9.75M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
493+ 9.53% |
$51.8K - $54K
|
5.67K
$618K
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
477+ 8.07% |
$50.1K - $52.3K
|
6.39K
$697K
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
455+ 3.16% |
$47.8K - $49.9K
|
14.8K
$1.62M
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
453+ 0.5% |
$47.6K - $49.7K
|
91.6K
$10M
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
445New |
$46.8K - $48.8K
|
445
$48.6K
|