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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
23New |
$2.44K - $2.62K
|
23
$2.53K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
21+ 1.06% |
$2.23K - $2.39K
|
2K
$220K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
21+ 16.28% |
$2.23K - $2.39K
|
150
$16.5K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
20New |
$2.12K - $2.27K
|
20
$2.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.63% |
$2.02K - $2.16K
|
3.05K
$335K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
17+ 0.13% |
$1.8K - $1.93K
|
13.2K
$1.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
17+ 0.27% |
$1.8K - $1.93K
|
6.22K
$683K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
16+ 0.65% |
$1.7K - $1.82K
|
2.47K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
15+ 4.44% |
$1.59K - $1.71K
|
353
$38.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
15+ 0.53% |
$1.59K - $1.71K
|
2.87K
$315K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
15+ 0.48% |
$1.59K - $1.71K
|
3.14K
$345K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14New |
$1.49K - $1.59K
|
14
$1.54K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
14+ 0.69% |
$1.49K - $1.59K
|
2.04K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
13New |
$1.38K - $1.48K
|
13
$1.43K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
13+ 3.37% |
$1.38K - $1.48K
|
399
$43.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
13+ 0.3% |
$1.38K - $1.48K
|
4.36K
$479K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
12+ 0.07% |
$1.27K - $1.36K
|
16.4K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
11New |
$1.17K - $1.25K
|
11
$1.21K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10+ 1.1% |
$1.06K - $1.14K
|
921
$101K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
10+ 0.43% |
$1.06K - $1.14K
|
2.35K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
8+ 0.08% |
$849 - $910
|
10.5K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7+ 0.13% |
$743 - $796
|
5.56K
$611K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.53% |
$531 - $569
|
947
$104K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5+ 1.21% |
$531 - $569
|
419
$46.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
4+ 0.72% |
$424 - $455
|
558
$61.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4New |
$424 - $455
|
4
$440
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3+ 14.29% |
$318 - $341
|
24
$2.64K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
3+ 0.08% |
$318 - $341
|
3.67K
$404K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2+ 1.24% |
$212 - $227
|
163
$17.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.92% |
$212 - $227
|
219
$24.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2+ 0.09% |
$212 - $227
|
2.2K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.03% |
$106 - $114
|
3.27K
$360K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$106 - $114
|
2.87K
$315K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.78% |
$106 - $114
|
129
$14.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
PUT |
2.2M+ 95.65% |
$230M - $239M
|
4.5M
$495M
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
CALL |
1.35MNew |
$141M - $146M
|
1.35M
$148M
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
550KNew |
$57.5M - $59.7M
|
550K
$60.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
PUT |
500KNew |
$52.3M - $54.2M
|
500K
$55M
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
384K+ 191.15% |
$40.2M - $41.7M
|
585K
$64.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
192KNew |
$20.1M - $20.9M
|
192K
$21.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kohlberg Kravis Roberts & Co. L.P.
New York, NY |
BUY
|
- |
150KNew |
$15.7M - $16.3M
|
150K
$16.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
95.2KNew |
$9.95M - $10.3M
|
95.2K
$10.5M
|
|
|
Nov 25, 2024
Q2 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
81.8KNew |
$8.55M - $8.87M
|
81.8K
$8.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
24.6K+ 28.67% |
$2.57M - $2.67M
|
110K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
18.3K+ 1621.86% |
$1.92M - $1.99M
|
19.5K
$2.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
16.6KNew |
$1.74M - $1.8M
|
16.6K
$1.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.5KNew |
$1.62M - $1.68M
|
15.5K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
CALL |
14.4KNew |
$1.51M - $1.56M
|
14.4K
$1.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
12.9K+ 351.91% |
$1.35M - $1.4M
|
16.6K
$1.83M
|
|