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 |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.88KNew |
$199K - $207K
|
1.88K
$205K
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.7KNew |
$180K - $188K
|
1.7K
$186K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.48K+ 7.4% |
$157K - $163K
|
21.5K
$2.34M
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
1.29K+ 52.86% |
$136K - $142K
|
3.72K
$406K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
265+ 9.0% |
$28.1K - $29.3K
|
3.21K
$350K
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
89+ 17.8% |
$9.44K - $9.83K
|
589
$64.3K
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
63New |
$6.68K - $6.96K
|
63
$6.87K
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
56+ 2.93% |
$5.94K - $6.18K
|
1.97K
$215K
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
47+ 0.4% |
$4.98K - $5.19K
|
11.9K
$1.3M
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
45New |
$4.77K - $4.97K
|
45
$4.91K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
20+ 0.98% |
$2.12K - $2.21K
|
2.05K
$224K
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
14+ 0.53% |
$1.48K - $1.55K
|
2.67K
$291K
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
7+ 0.02% |
$742 - $773
|
32.3K
$3.53M
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4New |
$424 - $442
|
4
$436
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$212 - $221
|
10.2K
$1.12M
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.52% |
$106 - $110
|
67
$7.31K
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Inherent Group, LP
New York, NY |
BUY
|
PUT |
300KNew |
$31.5M - $33.5M
|
300K
$32.7M
|
|
May 12, 2023
Q1 2023
|
Polus Capital Management LTD
London, X0 |
BUY
|
PUT |
295KNew |
$30.9M - $33M
|
295K
$32.2M
|
|
May 15, 2023
Q1 2023
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
PUT |
200KNew |
$21M - $22.4M
|
200K
$21.8M
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
BUY
|
- |
151KNew |
$15.9M - $16.9M
|
151K
$16.5M
|
|
May 15, 2023
Q1 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
120KNew |
$12.6M - $13.5M
|
120K
$13.1M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
64.1KNew |
$6.73M - $7.17M
|
64.1K
$7M
|
|
May 15, 2023
Q1 2023
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
45K+ 28.52% |
$4.72M - $5.03M
|
203K
$22.1M
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
38.6KNew |
$4.05M - $4.32M
|
38.6K
$4.21M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
25KNew |
$2.62M - $2.8M
|
25K
$2.73M
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
17.3K+ 3.88% |
$1.82M - $1.94M
|
464K
$50.6M
|
|
May 15, 2023
Q1 2023
|
Fir Tree Capital Management LP
New York, NY |
BUY
|
- |
12.5KNew |
$1.31M - $1.4M
|
12.5K
$1.36M
|
|
May 15, 2023
Q1 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
12.5KNew |
$1.31M - $1.4M
|
12.5K
$1.36M
|
|
Apr 27, 2023
Q1 2023
|
Mackay Shields LLC
|
BUY
|
- |
9K+ 170.45% |
$944K - $1.01M
|
14.3K
$1.56M
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.22KNew |
$652K - $695K
|
6.22K
$678K
|
|
May 15, 2023
Q1 2023
|
Carronade Capital Management, LP
Darien, CT |
BUY
|
PUT |
5KNew |
$524K - $559K
|
5K
$546K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.65K+ 19.51% |
$488K - $520K
|
28.5K
$3.11M
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.55KNew |
$268K - $285K
|
2.55K
$278K
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
2.54KNew |
$266K - $284K
|
2.54K
$277K
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.28KNew |
$239K - $255K
|
2.28K
$249K
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.25KNew |
$236K - $251K
|
2.25K
$245K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.96KNew |
$205K - $219K
|
1.96K
$214K
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.89KNew |
$198K - $211K
|
1.89K
$206K
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.06K+ 7.72% |
$111K - $118K
|
14.7K
$1.61M
|
|
May 05, 2023
Q1 2023
|
Cvs Health Corp
Woonsocket, RI |
BUY
|
- |
930New |
$97.5K - $104K
|
930
$101K
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
505+ 25.83% |
$53K - $56.5K
|
2.46K
$268K
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
500New |
$52.4K - $55.9K
|
500
$54.6K
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
418+ 20900.0% |
$43.8K - $46.7K
|
420
$45.8K
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
372+ 18.21% |
$39K - $41.6K
|
2.42K
$264K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
320New |
$33.6K - $35.8K
|
320
$34.9K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
293New |
$30.7K - $32.8K
|
293
$32K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
266New |
$27.9K - $29.7K
|
266
$29K
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
171+ 5.57% |
$17.9K - $19.1K
|
3.24K
$354K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
140New |
$14.7K - $15.7K
|
140
$15.3K
|