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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.07KNew |
$114K - $121K
|
1.07K
$116K
|
|
Jan 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1K+ 18.35% |
$107K - $113K
|
6.45K
$704K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
900New |
$95.9K - $102K
|
900
$98.2K
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
884+ 5.88% |
$94.2K - $100K
|
15.9K
$1.74M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
775+ 19.3% |
$82.6K - $87.7K
|
4.79K
$523K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
711+ 7.2% |
$75.8K - $80.4K
|
10.6K
$1.16M
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
650New |
$69.3K - $73.5K
|
650
$70.9K
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
608+ 5.65% |
$64.8K - $68.8K
|
11.4K
$1.24M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
580New |
$61.8K - $65.6K
|
580
$63.3K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
579+ 45.59% |
$61.7K - $65.5K
|
1.85K
$202K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
575New |
$61.3K - $65K
|
575
$62.7K
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
500New |
$53.3K - $56.6K
|
500
$54.6K
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
491+ 0.68% |
$52.3K - $55.5K
|
72.5K
$7.91M
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
481New |
$51.3K - $54.4K
|
481
$52.5K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
444+ 0.28% |
$47.3K - $50.2K
|
157K
$17.2M
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
424+ 59.38% |
$45.2K - $48K
|
1.14K
$124K
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
390+ 13.78% |
$41.6K - $44.1K
|
3.22K
$351K
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
375+ 8.91% |
$40K - $42.4K
|
4.58K
$500K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
366New |
$39K - $41.4K
|
366
$39.9K
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
361New |
$38.5K - $40.8K
|
361
$39.4K
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
300New |
$32K - $33.9K
|
300
$32.7K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
277+ 59.57% |
$29.5K - $31.3K
|
742
$81K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
250+ 10.99% |
$26.6K - $28.3K
|
2.53K
$276K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
241+ 6.52% |
$25.7K - $27.3K
|
3.94K
$429K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
219+ 1.27% |
$23.3K - $24.8K
|
17.5K
$1.9M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
216+ 6.26% |
$23K - $24.4K
|
3.67K
$400K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
211New |
$22.5K - $23.9K
|
211
$23K
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
200New |
$21.3K - $22.6K
|
200
$21.8K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
200New |
$21.3K - $22.6K
|
200
$21.8K
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
175New |
$18.6K - $19.8K
|
175
$19.1K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
122New |
$13K - $13.8K
|
122
$13.3K
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
116+ 1.43% |
$12.4K - $13.1K
|
8.21K
$896K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
116+ 14.23% |
$12.4K - $13.1K
|
931
$102K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
103New |
$11K - $11.7K
|
103
$11.2K
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
91New |
$9.7K - $10.3K
|
91
$9.93K
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
85New |
$9.06K - $9.61K
|
85
$9.28K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
76New |
$8.1K - $8.6K
|
76
$8.29K
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
73+ 8.13% |
$7.78K - $8.26K
|
971
$106K
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
71+ 8.69% |
$7.57K - $8.03K
|
888
$96.9K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
66+ 44.0% |
$7.03K - $7.47K
|
216
$23.6K
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
57+ 1.44% |
$6.07K - $6.45K
|
4.01K
$437K
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
57+ 2.43% |
$6.07K - $6.45K
|
2.41K
$262K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
55New |
$5.86K - $6.22K
|
55
$6K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
52New |
$5.54K - $5.88K
|
52
$5.67K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
51New |
$5.43K - $5.77K
|
51
$5.57K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
51+ 0.96% |
$5.43K - $5.77K
|
5.37K
$586K
|
|
Feb 06, 2025
Q4 2024
|
Gouws Capital LLC
|
BUY
|
- |
50+ 0.82% |
$5.33K - $5.66K
|
6.18K
$674K
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50New |
$5.33K - $5.66K
|
50
$5.46K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
45New |
$4.8K - $5.09K
|
45
$4.91K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
30New |
$3.2K - $3.39K
|
30
$3.27K
|