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 14, 2024
Q4 2023
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
76.6KNew |
$7.53M - $8.53M
|
76.6K
$8.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
51.5K+ 194.11% |
$5.06M - $5.73M
|
78K
$8.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
48.9K+ 24.89% |
$4.81M - $5.45M
|
245K
$27M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
48.5KNew |
$4.77M - $5.4M
|
48.5K
$5.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
41.2K+ 184.24% |
$4.05M - $4.59M
|
63.6K
$7M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
37.4KNew |
$3.67M - $4.16M
|
37.4K
$4.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
35.9KNew |
$3.53M - $4M
|
35.9K
$3.95M
|
|
|
Feb 15, 2024
Q4 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
23.5KNew |
$2.31M - $2.62M
|
23.5K
$2.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
22.4KNew |
$2.2M - $2.5M
|
22.4K
$2.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15.1KNew |
$1.49M - $1.69M
|
15.1K
$1.66M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$1.12M - $1.27M
|
11.4K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
10.8KNew |
$1.06M - $1.2M
|
10.8K
$1.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
10.1K+ 9.73% |
$993K - $1.12M
|
114K
$12.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9.86KNew |
$969K - $1.1M
|
9.86K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.65K+ 472.38% |
$948K - $1.07M
|
11.7K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
5.45KNew |
$536K - $607K
|
5.45K
$599K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.13K+ 39.46% |
$504K - $571K
|
18.1K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4.93KNew |
$484K - $549K
|
4.93K
$542K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
4.86KNew |
$477K - $541K
|
4.86K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.59KNew |
$451K - $511K
|
4.59K
$505K
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.48KNew |
$440K - $499K
|
4.48K
$492K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.47K+ 48.68% |
$439K - $497K
|
13.6K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
4.46KNew |
$438K - $496K
|
4.46K
$490K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.42KNew |
$435K - $493K
|
4.42K
$486K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
4.32K+ 75.43% |
$424K - $481K
|
10K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.3K+ 122.89% |
$423K - $479K
|
7.8K
$858K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.75KNew |
$369K - $418K
|
3.75K
$413K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.61K+ 63.76% |
$354K - $402K
|
9.26K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.21KNew |
$316K - $358K
|
3.21K
$353K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.07KNew |
$301K - $341K
|
3.07K
$337K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3.03K+ 3.6% |
$298K - $337K
|
87.2K
$9.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.78K+ 35.78% |
$274K - $310K
|
10.6K
$1.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.63KNew |
$258K - $293K
|
2.63K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.48KNew |
$244K - $276K
|
2.48K
$273K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.43KNew |
$239K - $270K
|
2.43K
$267K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.31KNew |
$227K - $257K
|
2.31K
$254K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.22KNew |
$219K - $248K
|
2.22K
$245K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.94KNew |
$191K - $216K
|
1.94K
$213K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.94KNew |
$190K - $216K
|
1.94K
$213K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.89KNew |
$186K - $210K
|
1.89K
$208K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.85KNew |
$182K - $206K
|
1.85K
$204K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.83KNew |
$179K - $203K
|
1.83K
$201K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
1.82KNew |
$178K - $202K
|
1.82K
$200K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.44KNew |
$141K - $160K
|
1.44K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 43.54% |
$120K - $136K
|
4.03K
$443K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.21K+ 6.01% |
$119K - $135K
|
21.3K
$2.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.19K+ 59.55% |
$117K - $132K
|
3.18K
$350K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.16K+ 50.46% |
$114K - $129K
|
3.45K
$379K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
1.13K+ 53.51% |
$111K - $126K
|
3.24K
$356K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 28.47% |
$102K - $115K
|
4.68K
$514K
|