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 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.06K+ 7.72% |
$111K - $118K
|
14.7K
$1.62M
|
|
May 05, 2023
Q1 2023
|
Cvs Health Corp
Woonsocket, RI |
BUY
|
- |
930New |
$97.5K - $104K
|
930
$102K
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
505+ 25.83% |
$53K - $56.5K
|
2.46K
$270K
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
418+ 20900.0% |
$43.8K - $46.7K
|
420
$46.2K
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
372+ 18.21% |
$39K - $41.6K
|
2.42K
$266K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
320New |
$33.6K - $35.8K
|
320
$35.2K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
293New |
$30.7K - $32.8K
|
293
$32.2K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
266New |
$27.9K - $29.7K
|
266
$29.2K
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
171+ 5.57% |
$17.9K - $19.1K
|
3.24K
$356K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
140New |
$14.7K - $15.7K
|
140
$15.4K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
69New |
$7.24K - $7.71K
|
69
$7.59K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
53+ 1.77% |
$5.56K - $5.93K
|
3.05K
$335K
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
32New |
$3.36K - $3.58K
|
32
$3.52K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
22New |
$2.31K - $2.46K
|
22
$2.42K
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
18+ 0.95% |
$1.89K - $2.01K
|
1.91K
$210K
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
17+ 0.39% |
$1.78K - $1.9K
|
4.38K
$481K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
6New |
$629 - $671
|
6
$660
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
5New |
$524 - $559
|
5
$550
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
2New |
$210 - $224
|
2
$220
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.5% |
$210 - $224
|
405
$44.5K
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.04% |
$105 - $112
|
2.44K
$268K
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
13.8MNew |
$1.37B - $1.52B
|
13.8M
$1.52B
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.98MNew |
$196M - $218M
|
1.98M
$218M
|
|
Feb 14, 2023
Q4 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
1.07MNew |
$106M - $117M
|
1.07M
$117M
|
|
Feb 14, 2023
Q4 2022
|
Graticule Asia Macro Advisors LLC
New York, NY |
BUY
|
- |
740KNew |
$73.4M - $81.4M
|
740K
$81.4M
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Korea
Seoul, M5 |
BUY
|
- |
396KNew |
$39.3M - $43.6M
|
396K
$43.5M
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
255KNew |
$25.3M - $28.1M
|
255K
$28M
|
|
Feb 09, 2023
Q4 2022
|
First Eagle Investment Management, LLC
|
BUY
|
PUT |
200KNew |
$19.8M - $22M
|
200K
$22M
|
|
Feb 06, 2023
Q4 2022
|
Amia Capital LLP
|
BUY
|
PUT |
200KNew |
$19.8M - $22M
|
200K
$22M
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
88.6KNew |
$8.79M - $9.75M
|
88.6K
$9.74M
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
88.3KNew |
$8.76M - $9.72M
|
88.3K
$9.71M
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
68.6KNew |
$6.81M - $7.55M
|
68.6K
$7.54M
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
65.6KNew |
$6.51M - $7.22M
|
65.6K
$7.21M
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
58.8KNew |
$5.84M - $6.47M
|
58.8K
$6.47M
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
45.5K+ 207.62% |
$4.52M - $5.01M
|
67.5K
$7.42M
|
|
Feb 02, 2023
Q4 2022
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
29.4KNew |
$2.92M - $3.24M
|
29.4K
$3.23M
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
26.3KNew |
$2.61M - $2.89M
|
26.3K
$2.89M
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
21.1KNew |
$2.1M - $2.33M
|
21.1K
$2.32M
|
|
Feb 13, 2023
Q4 2022
|
Digital Bridge Group, Inc.
Boca Raton, FL |
BUY
|
PUT |
20.2KNew |
$2M - $2.22M
|
20.2K
$2.22M
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
14.5K+ 88.35% |
$1.44M - $1.6M
|
30.9K
$3.4M
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.4KNew |
$1.03M - $1.14M
|
10.4K
$1.14M
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.86KNew |
$978K - $1.09M
|
9.86K
$1.08M
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.93KNew |
$489K - $543K
|
4.93K
$542K
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
4.9KNew |
$486K - $539K
|
4.9K
$539K
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
4.57KNew |
$453K - $503K
|
4.57K
$502K
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.22KNew |
$320K - $354K
|
3.22K
$354K
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.09KNew |
$307K - $340K
|
3.09K
$340K
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
2.89KNew |
$287K - $318K
|
2.89K
$318K
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
2.8KNew |
$278K - $308K
|
2.8K
$308K
|