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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
871K+ 11349.54% |
$92.9M - $98.6M
|
879K
$94.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
809KNew |
$86.2M - $91.5M
|
809K
$86.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
249KNew |
$26.6M - $28.2M
|
249K
$26.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
218KNew |
$23.2M - $24.6M
|
218K
$23.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
193K+ 33367.36% |
$20.6M - $21.9M
|
194K
$20.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
126KNew |
$13.4M - $14.3M
|
126K
$13.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
114K+ 19.43% |
$12.2M - $12.9M
|
704K
$75.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
97.2K+ 85.31% |
$10.4M - $11M
|
211K
$22.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
85.5K+ 714.38% |
$9.11M - $9.67M
|
97.5K
$10.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
68.3K+ 23.6% |
$7.28M - $7.73M
|
358K
$38.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
67.1KNew |
$7.15M - $7.59M
|
67.1K
$7.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60.5K+ 1502.95% |
$6.45M - $6.85M
|
64.6K
$6.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
60.2K+ 4.27% |
$6.41M - $6.81M
|
1.47M
$158M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
59.1K+ 26.52% |
$6.3M - $6.69M
|
282K
$30.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
54.9K+ 10.14% |
$5.85M - $6.21M
|
596K
$64.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
50.2KNew |
$5.34M - $5.67M
|
50.2K
$5.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
48.6K+ 175.7% |
$5.18M - $5.49M
|
76.2K
$8.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
39.9KNew |
$4.25M - $4.51M
|
39.9K
$4.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
38.1K+ 65.84% |
$4.06M - $4.31M
|
95.9K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
37.7KNew |
$4.02M - $4.27M
|
37.7K
$4.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
36.6K+ 5.19% |
$3.9M - $4.14M
|
742K
$79.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
35.6K+ 104.31% |
$3.79M - $4.03M
|
69.7K
$7.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
30.2KNew |
$3.22M - $3.42M
|
30.2K
$3.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
27.2K+ 43.46% |
$2.9M - $3.08M
|
89.9K
$9.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
26.8KNew |
$2.86M - $3.03M
|
26.8K
$2.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
20.2KNew |
$2.15M - $2.29M
|
20.2K
$2.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
19K+ 61.55% |
$2.02M - $2.14M
|
49.7K
$5.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.7KNew |
$1.77M - $1.88M
|
16.7K
$1.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
16.6K+ 30.5% |
$1.77M - $1.88M
|
70.9K
$7.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
16.4K+ 7.68% |
$1.74M - $1.85M
|
230K
$24.7M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
15.7K+ 73.83% |
$1.67M - $1.77M
|
36.9K
$3.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.2KNew |
$1.62M - $1.72M
|
15.2K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
13.9K+ 40.51% |
$1.48M - $1.57M
|
48.2K
$5.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
12.3K+ 73.76% |
$1.31M - $1.39M
|
28.9K
$3.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
12KNew |
$1.27M - $1.35M
|
12K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11KNew |
$1.18M - $1.25M
|
11K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.5K+ 7.43% |
$1.11M - $1.18M
|
151K
$16.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.3K+ 17.85% |
$1.1M - $1.17M
|
68.2K
$7.32M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
9.95K+ 16.48% |
$1.06M - $1.13M
|
70.3K
$7.56M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
9.84K+ 28.76% |
$1.05M - $1.11M
|
44.1K
$4.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.82K+ 3.2% |
$1.05M - $1.11M
|
316K
$34M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
9.59KNew |
$1.02M - $1.08M
|
9.59K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.52K+ 356.15% |
$1.01M - $1.08M
|
12.2K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8.55K+ 4.4% |
$911K - $967K
|
203K
$21.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
8.38KNew |
$893K - $948K
|
8.38K
$901K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
8.35K+ 4.03% |
$889K - $944K
|
215K
$23.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
7.89K+ 27.34% |
$841K - $892K
|
36.8K
$3.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
7.77K+ 7.73% |
$827K - $878K
|
108K
$11.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
7.48K+ 12.77% |
$797K - $845K
|
66K
$7.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
7.42KNew |
$791K - $840K
|
7.42K
$798K
|