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
|
Park Avenue Securities LLC
|
BUY
|
- |
390KNew |
$41.1M - $42.8M
|
390K
$42.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
261K+ 71.4% |
$27.5M - $28.6M
|
627K
$68.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
135K+ 157.99% |
$14.2M - $14.8M
|
221K
$24.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
123KNew |
$13M - $13.5M
|
123K
$13.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
51.7KNew |
$5.44M - $5.67M
|
51.7K
$5.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
49.1K+ 82.49% |
$5.17M - $5.38M
|
109K
$11.8M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
40.7K+ 453.38% |
$4.29M - $4.47M
|
49.7K
$5.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
39.8K+ 12.93% |
$4.19M - $4.37M
|
348K
$37.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
36.5KNew |
$3.84M - $4M
|
36.5K
$3.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
28.8KNew |
$3.03M - $3.16M
|
28.8K
$3.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
18.6KNew |
$1.96M - $2.04M
|
18.6K
$2.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.9K+ 2.15% |
$1.78M - $1.85M
|
804K
$87.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
14.4K+ 28.17% |
$1.51M - $1.58M
|
65.5K
$7.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.2K+ 197.13% |
$1.39M - $1.44M
|
19.9K
$2.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
12.2K+ 13.35% |
$1.29M - $1.34M
|
104K
$11.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
12KNew |
$1.27M - $1.32M
|
12K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
9.88K+ 15.06% |
$1.04M - $1.08M
|
75.5K
$8.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
9.32K+ 3.97% |
$980K - $1.02M
|
244K
$26.6M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
9.01KNew |
$949K - $988K
|
9.01K
$982K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
8.59KNew |
$904K - $941K
|
8.59K
$936K
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
7.95K+ 246.24% |
$837K - $872K
|
11.2K
$1.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.39K+ 3.74% |
$777K - $810K
|
205K
$22.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
6.19K+ 5.25% |
$651K - $678K
|
124K
$13.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
5.17K+ 3.28% |
$544K - $567K
|
163K
$17.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
5.17K+ 2.17% |
$544K - $566K
|
243K
$26.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
5.14KNew |
$541K - $564K
|
5.14K
$561K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.86K+ 7.36% |
$511K - $532K
|
70.8K
$7.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
4.7K+ 43.88% |
$495K - $515K
|
15.4K
$1.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.63K+ 48.51% |
$487K - $507K
|
14.2K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.42K+ 7.73% |
$465K - $484K
|
61.6K
$6.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.33K+ 8.63% |
$455K - $474K
|
54.5K
$5.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4.21K+ 13.91% |
$443K - $461K
|
34.5K
$3.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
3.87K+ 23.48% |
$408K - $425K
|
20.4K
$2.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.59K+ 81.21% |
$378K - $394K
|
8.02K
$873K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
3.58K+ 33.87% |
$377K - $392K
|
14.1K
$1.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
3.29K+ 13.15% |
$347K - $361K
|
28.3K
$3.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.19KNew |
$335K - $349K
|
3.19K
$347K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.01K+ 26.1% |
$316K - $329K
|
14.5K
$1.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.72K+ 72.02% |
$286K - $298K
|
6.5K
$708K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.58K+ 5.59% |
$271K - $283K
|
48.7K
$5.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.5KNew |
$263K - $274K
|
2.5K
$273K
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.37KNew |
$250K - $260K
|
2.37K
$259K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.29K+ 253.37% |
$241K - $251K
|
3.2K
$348K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
2.28KNew |
$240K - $250K
|
2.28K
$248K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.2K+ 48.61% |
$232K - $241K
|
6.74K
$734K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
2.09K+ 10.49% |
$220K - $229K
|
22K
$2.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.09KNew |
$219K - $229K
|
2.09K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.86K+ 20.51% |
$195K - $204K
|
10.9K
$1.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.83K+ 1.93% |
$193K - $201K
|
96.7K
$10.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.59K+ 5.48% |
$167K - $174K
|
30.5K
$3.33M
|