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 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
433+ 0.52% |
$45.5K - $47.5K
|
83.3K
$9.09M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
428+ 3.78% |
$45K - $46.9K
|
11.8K
$1.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
425+ 19.54% |
$44.7K - $46.6K
|
2.6K
$284K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
411+ 9.54% |
$43.2K - $45K
|
4.72K
$515K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
400+ 179.37% |
$42K - $43.8K
|
623
$68K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
393+ 0.77% |
$41.3K - $43.1K
|
51.6K
$5.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
381+ 6.97% |
$40K - $41.8K
|
5.85K
$638K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
375+ 6.37% |
$39.4K - $41.1K
|
6.27K
$684K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
375+ 1.12% |
$39.4K - $41.1K
|
33.7K
$3.68M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
357New |
$37.5K - $39.1K
|
357
$39K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
352+ 17.71% |
$37K - $38.6K
|
2.34K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
350+ 1.31% |
$36.8K - $38.4K
|
27.2K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
341+ 2.72% |
$35.8K - $37.4K
|
12.9K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
329+ 1.2% |
$34.6K - $36.1K
|
27.7K
$3.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
314New |
$33K - $34.4K
|
314
$34.3K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
298+ 16.43% |
$31.3K - $32.7K
|
2.11K
$230K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
288+ 4.75% |
$30.3K - $31.6K
|
6.36K
$694K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
278+ 9.66% |
$29.2K - $30.5K
|
3.16K
$344K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
255+ 102.82% |
$26.8K - $28K
|
503
$54.9K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
250+ 6.81% |
$26.3K - $27.4K
|
3.92K
$428K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
238New |
$25K - $26.1K
|
238
$26K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
232+ 1.33% |
$24.4K - $25.4K
|
17.7K
$1.93M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
231+ 172.39% |
$24.3K - $25.3K
|
365
$39.8K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
227New |
$23.9K - $24.9K
|
227
$24.8K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
222+ 9.11% |
$23.3K - $24.3K
|
2.66K
$290K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
219+ 1.62% |
$23K - $24K
|
13.8K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
208+ 4.02% |
$21.9K - $22.8K
|
5.38K
$587K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
205+ 0.32% |
$21.5K - $22.5K
|
64.8K
$7.07M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
202+ 2.52% |
$21.2K - $22.1K
|
8.22K
$897K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
200+ 0.34% |
$21K - $21.9K
|
59.1K
$6.44M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
198+ 2.06% |
$20.8K - $21.7K
|
9.8K
$1.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
195+ 49.49% |
$20.5K - $21.4K
|
589
$64.3K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
183+ 8.24% |
$19.2K - $20.1K
|
2.4K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
180+ 10.02% |
$18.9K - $19.7K
|
1.98K
$216K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
173+ 0.59% |
$18.2K - $19K
|
29.4K
$3.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
170+ 2.11% |
$17.9K - $18.6K
|
8.24K
$899K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
170+ 2.36% |
$17.9K - $18.6K
|
7.38K
$806K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
166+ 6.21% |
$17.4K - $18.2K
|
2.84K
$310K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
160+ 3.46% |
$16.8K - $17.5K
|
4.79K
$523K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
155+ 0.33% |
$16.3K - $17K
|
46.7K
$5.1M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
140+ 0.95% |
$14.7K - $15.3K
|
14.9K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
139+ 1.81% |
$14.6K - $15.2K
|
7.83K
$854K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
128+ 1.53% |
$13.5K - $14K
|
8.47K
$924K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
126+ 5.41% |
$13.2K - $13.8K
|
2.46K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
120+ 5.46% |
$12.6K - $13.2K
|
2.32K
$253K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
120+ 1.43% |
$12.6K - $13.2K
|
8.5K
$928K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
115+ 1.42% |
$12.1K - $12.6K
|
8.2K
$895K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
112New |
$11.8K - $12.3K
|
112
$12.2K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
112+ 2.3% |
$11.8K - $12.3K
|
4.98K
$543K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
108New |
$11.4K - $11.8K
|
108
$11.8K
|