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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.43KNew |
$239K - $270K
|
2.43K
$266K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.31KNew |
$227K - $257K
|
2.31K
$253K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.22KNew |
$219K - $248K
|
2.22K
$244K
|
|
|
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
$212K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.89KNew |
$186K - $210K
|
1.89K
$207K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.85KNew |
$182K - $206K
|
1.85K
$203K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.83KNew |
$179K - $203K
|
1.83K
$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
$441K
|
|
|
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
$349K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
1.13K+ 53.51% |
$111K - $126K
|
3.24K
$355K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 28.47% |
$102K - $115K
|
4.68K
$512K
|
|
|
Feb 01, 2024
Q4 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
908+ 24.42% |
$89.2K - $101K
|
4.63K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
840New |
$82.6K - $93.5K
|
840
$92.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
701New |
$68.9K - $78.1K
|
701
$76.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
671+ 20.3% |
$65.9K - $74.7K
|
3.98K
$436K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
587+ 27.49% |
$57.7K - $65.4K
|
2.72K
$298K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
580+ 83.21% |
$57K - $64.6K
|
1.28K
$140K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
560New |
$55K - $62.4K
|
560
$61.4K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
450New |
$44.2K - $50.1K
|
450
$49.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
400New |
$39.3K - $44.5K
|
400
$43.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
368New |
$36.2K - $41K
|
368
$40.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
356New |
$35K - $39.6K
|
356
$39K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
PUT |
300+ 100.0% |
$29.5K - $33.4K
|
600
$65.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
294+ 11.76% |
$28.9K - $32.7K
|
2.79K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
263New |
$25.8K - $29.3K
|
263
$28.8K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
155New |
$15.2K - $17.3K
|
155
$17K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
135New |
$13.3K - $15K
|
135
$14.8K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
95New |
$9.34K - $10.6K
|
95
$10.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
78+ 236.36% |
$7.67K - $8.69K
|
111
$12.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
69New |
$6.78K - $7.68K
|
69
$7.56K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
65+ 3.29% |
$6.39K - $7.24K
|
2.04K
$224K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
39New |
$3.83K - $4.34K
|
39
$4.27K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
25New |
$2.46K - $2.78K
|
25
$2.74K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
21New |
$2.06K - $2.34K
|
21
$2.3K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
20New |
$1.97K - $2.23K
|
20
$2.19K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
17New |
$1.67K - $1.89K
|
17
$1.86K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
14New |
$1.38K - $1.56K
|
14
$1.53K
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
4+ 8.33% |
$393 - $445
|
52
$5.7K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
1.76MNew |
$179M - $190M
|
1.76M
$192M
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
700KNew |
$71.4M - $76M
|
700K
$76.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
CALL |
594KNew |
$60.5M - $64.4M
|
594K
$65.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
226KNew |
$23M - $24.5M
|
226K
$24.7M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
157K+ 4677.55% |
$16M - $17M
|
160K
$17.5M
|
|
|
Oct 08, 2024
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
85.3KNew |
$8.7M - $9.26M
|
85.3K
$9.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
66.8KNew |
$6.82M - $7.25M
|
66.8K
$7.32M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
46.1K+ 569.95% |
$4.7M - $5M
|
54.2K
$5.94M
|
|