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 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
17New |
$1.82K - $1.88K
|
17
$1.86K
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
12New |
$1.28K - $1.33K
|
12
$1.32K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7+ 3.5% |
$749 - $774
|
207
$22.7K
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.03% |
$214 - $221
|
6.26K
$686K
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
2+ 0.08% |
$214 - $221
|
2.45K
$269K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
6.75M+ 13500.0% |
$663M - $752M
|
6.8M
$745M
|
|
Feb 14, 2024
Q4 2023
|
Pharo Management, Inc.
New York, NY |
BUY
|
PUT |
2.7MNew |
$265M - $301M
|
2.7M
$296M
|
|
May 15, 2024
Q4 2023
|
Empower Annuity Insurance CO
Greenwood Village, CO |
BUY
|
- |
2.46MNew |
$241M - $274M
|
2.46M
$269M
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.35M+ 35905.74% |
$133M - $150M
|
1.35M
$148M
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.14MNew |
$112M - $127M
|
1.14M
$125M
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
524K+ 1278.05% |
$51.5M - $58.4M
|
565K
$61.9M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
500KNew |
$49.1M - $55.7M
|
500K
$54.8M
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
PUT |
500KNew |
$49.1M - $55.7M
|
500K
$54.8M
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
PUT |
425KNew |
$41.8M - $47.3M
|
425K
$46.6M
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
413KNew |
$40.6M - $46M
|
413K
$45.3M
|
|
Jan 30, 2024
Q4 2023
|
Rye Brook Capital LLC
|
BUY
|
PUT |
197KNew |
$19.4M - $21.9M
|
197K
$21.6M
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
190K+ 366.22% |
$18.6M - $21.1M
|
242K
$26.5M
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
143KNew |
$14M - $15.9M
|
143K
$15.6M
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
100KNew |
$9.83M - $11.1M
|
100K
$11M
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
95KNew |
$9.34M - $10.6M
|
95K
$10.4M
|
|
Feb 14, 2024
Q4 2023
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
76.6KNew |
$7.53M - $8.53M
|
76.6K
$8.4M
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
51.5K+ 194.11% |
$5.06M - $5.73M
|
78K
$8.55M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
48.9K+ 24.89% |
$4.81M - $5.45M
|
245K
$26.9M
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
48.5KNew |
$4.77M - $5.4M
|
48.5K
$5.32M
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
41.2K+ 184.24% |
$4.05M - $4.59M
|
63.6K
$6.97M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
35.9KNew |
$3.53M - $4M
|
35.9K
$3.94M
|
|
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
$2.46M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15.1KNew |
$1.49M - $1.69M
|
15.1K
$1.66M
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
10.8KNew |
$1.06M - $1.2M
|
10.8K
$1.18M
|
|
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
$1.28M
|
|
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
$540K
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
4.86KNew |
$477K - $541K
|
4.86K
$532K
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.59KNew |
$451K - $511K
|
4.59K
$503K
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.48KNew |
$440K - $499K
|
4.48K
$491K
|
|
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
$488K
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.42KNew |
$435K - $493K
|
4.42K
$485K
|
|
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
$855K
|
|
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
$352K
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.07KNew |
$301K - $341K
|
3.07K
$336K
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3.03K+ 3.6% |
$298K - $337K
|
87.2K
$9.56M
|
|
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
$288K
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.48KNew |
$244K - $276K
|
2.48K
$272K
|