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 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.41KNew |
$239K - $265K
|
2.41K
$265K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.37KNew |
$235K - $261K
|
2.37K
$261K
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.19KNew |
$217K - $241K
|
2.19K
$240K
|
|
|
Jan 23, 2023
Q4 2022
|
Members Capital Advisors Inc
|
BUY
|
- |
2.16KNew |
$214K - $237K
|
2.16K
$237K
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
BUY
|
- |
2.12KNew |
$211K - $234K
|
2.12K
$234K
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.11KNew |
$209K - $232K
|
2.11K
$232K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.91KNew |
$190K - $210K
|
1.91K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
963+ 19.34% |
$95.5K - $106K
|
5.94K
$653K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
750New |
$74.4K - $82.5K
|
750
$82.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
435New |
$43.2K - $47.9K
|
435
$47.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
400New |
$39.7K - $44K
|
400
$44K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
300New |
$29.8K - $33K
|
300
$33K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
300New |
$29.8K - $33K
|
300
$33K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
294+ 4.42% |
$29.2K - $32.3K
|
6.95K
$764K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
287+ 2.68% |
$28.5K - $31.6K
|
11K
$1.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
238+ 9.13% |
$23.6K - $26.2K
|
2.85K
$313K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
192New |
$19K - $21.1K
|
192
$21.1K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
169New |
$16.8K - $18.6K
|
169
$18.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
154New |
$15.3K - $16.9K
|
154
$16.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
151New |
$15K - $16.6K
|
151
$16.6K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
127New |
$12.6K - $14K
|
127
$14K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
116New |
$11.5K - $12.8K
|
116
$12.8K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
102New |
$10.1K - $11.2K
|
102
$11.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
58+ 53.7% |
$5.75K - $6.38K
|
166
$18.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
50New |
$4.96K - $5.5K
|
50
$5.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
40New |
$3.97K - $4.4K
|
40
$4.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
37New |
$3.67K - $4.07K
|
37
$4.07K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
26+ 100.0% |
$2.58K - $2.86K
|
52
$5.72K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
25New |
$2.48K - $2.75K
|
25
$2.75K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
23New |
$2.28K - $2.53K
|
23
$2.53K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
14New |
$1.39K - $1.54K
|
14
$1.54K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
7+ 0.54% |
$694 - $770
|
1.29K
$142K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6New |
$595 - $660
|
6
$660
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
6New |
$595 - $660
|
6
$660
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.03% |
$298 - $330
|
8.8K
$968K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
2+ 0.71% |
$198 - $220
|
283
$31.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
2+ 8.0% |
$198 - $220
|
27
$2.97K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$99.2 - $110
|
1
$110
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
PUT |
5MNew |
$507M - $573M
|
5M
$550M
|
|
|
Nov 10, 2022
Q3 2022
|
Dow Chemical CO
Midland, MI |
BUY
|
- |
1.18MNew |
$120M - $135M
|
1.18M
$130M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
1.04M+ 66.79% |
$105M - $119M
|
2.6M
$285M
|
|
|
Nov 14, 2022
Q3 2022
|
Graticule Asia Macro Advisors LLC
New York, NY |
BUY
|
CALL |
764KNew |
$77.5M - $87.6M
|
764K
$84M
|
|
|
Nov 01, 2022
Q3 2022
|
Boundary Creek Advisors LP
|
BUY
|
CALL |
500KNew |
$50.7M - $57.3M
|
500K
$55M
|
|
|
Nov 09, 2022
Q3 2022
|
Cqs (Us), LLC
New York, NY |
BUY
|
PUT |
400KNew |
$40.6M - $45.8M
|
400K
$44M
|
|
|
Nov 14, 2022
Q3 2022
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
- |
375KNew |
$38M - $43M
|
375K
$41.2M
|
|
|
Nov 14, 2022
Q3 2022
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
250KNew |
$25.4M - $28.7M
|
250K
$27.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Baymount Management LP
Miami, FL |
BUY
|
- |
200KNew |
$20.3M - $22.9M
|
200K
$22M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
135K+ 1167.83% |
$13.7M - $15.5M
|
147K
$16.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
87K+ 27.88% |
$8.83M - $9.97M
|
399K
$43.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Canyon Capital Advisors LLC
Dallas, TX |
BUY
|
- |
48.4KNew |
$4.91M - $5.55M
|
48.4K
$5.32M
|
|