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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
8+ 21.62% |
$841 - $877
|
45
$4.91K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 0.83% |
$841 - $877
|
969
$106K
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
8+ 1.36% |
$841 - $877
|
597
$65.1K
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
8+ 0.14% |
$841 - $877
|
5.88K
$642K
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
7+ 0.18% |
$736 - $767
|
3.82K
$416K
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7+ 0.13% |
$736 - $767
|
5.58K
$608K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.75% |
$736 - $767
|
941
$103K
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
6+ 0.29% |
$631 - $658
|
2.11K
$230K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
6New |
$631 - $658
|
6
$655
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
5+ 0.06% |
$526 - $548
|
8.73K
$953K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.59% |
$420 - $438
|
678
$74K
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 0.6% |
$315 - $329
|
505
$55.1K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.04% |
$210 - $219
|
5.3K
$578K
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 4.17% |
$105 - $110
|
25
$2.73K
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.67% |
$105 - $110
|
151
$16.5K
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.76% |
$105 - $110
|
132
$14.4K
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
1+ 0.85% |
$105 - $110
|
119
$13K
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.68M+ 796.27% |
$392M - $416M
|
4.14M
$452M
|
|
Feb 14, 2025
Q4 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
CALL |
2.5MNew |
$266M - $283M
|
2.5M
$273M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.16M+ 375.46% |
$230M - $244M
|
2.73M
$298M
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
2MNew |
$213M - $226M
|
2M
$218M
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
1.2M+ 150.0% |
$128M - $136M
|
2M
$218M
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
1.13MNew |
$120M - $127M
|
1.13M
$123M
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
683K+ 913.22% |
$72.8M - $77.3M
|
758K
$82.7M
|
|
Feb 14, 2025
Q4 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
CALL |
500KNew |
$53.3M - $56.6M
|
500K
$54.6M
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
445KNew |
$47.4M - $50.3M
|
445K
$48.5M
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
PUT |
400KNew |
$42.6M - $45.2M
|
400K
$43.6M
|
|
Feb 12, 2025
Q4 2024
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
BUY
|
- |
250KNew |
$26.7M - $28.3M
|
250K
$27.3M
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
249KNew |
$26.6M - $28.2M
|
249K
$27.2M
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
193K+ 33367.36% |
$20.6M - $21.9M
|
194K
$21.1M
|
|
Feb 14, 2025
Q4 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
184KNew |
$19.7M - $20.9M
|
184K
$20.1M
|
|
Feb 14, 2025
Q4 2024
|
Fir Tree Capital Management LP
New York, NY |
BUY
|
CALL |
166K+ 79.15% |
$17.7M - $18.8M
|
376K
$41.1M
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
100KNew |
$10.7M - $11.3M
|
100K
$10.9M
|
|
Feb 10, 2025
Q4 2024
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
PUT |
100K+ 37.04% |
$10.7M - $11.3M
|
370K
$40.4M
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
92K+ 122.62% |
$9.8M - $10.4M
|
167K
$18.2M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
81.9K+ 18.86% |
$8.73M - $9.27M
|
516K
$56.4M
|
|
May 28, 2025
Q4 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
81.8KNew |
$8.72M - $9.25M
|
81.8K
$8.93M
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
78.1K+ 4110.53% |
$8.32M - $8.83M
|
80K
$8.73M
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
71.2KNew |
$7.58M - $8.05M
|
71.2K
$7.77M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
68.3K+ 23.6% |
$7.28M - $7.73M
|
358K
$39.1M
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
67.1KNew |
$7.15M - $7.59M
|
67.1K
$7.32M
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
56.7K+ 17.22% |
$6.04M - $6.41M
|
386K
$42.1M
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
38.1K+ 65.84% |
$4.06M - $4.31M
|
95.9K
$10.5M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
26.2KNew |
$2.79M - $2.96M
|
26.2K
$2.85M
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
25.8KNew |
$2.75M - $2.92M
|
25.8K
$2.81M
|
|
Feb 06, 2025
Q4 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
19.9KNew |
$2.12M - $2.25M
|
19.9K
$2.17M
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
16.8KNew |
$1.79M - $1.9M
|
16.8K
$1.84M
|