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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Ovata Capital Management LTD
|
BUY
|
PUT |
635New |
$82.5K - $85.3K
|
635
$69.8K
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
164New |
$21.3K - $22K
|
164
$18K
|
|
|
Aug 16, 2021
Q2 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
22New |
$2.86K - $2.96K
|
22
$2.42K
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
18New |
$2.34K - $2.42K
|
18
$1.98K
|
|
| Q1 2021 | |||||||
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
323+ 48.57% |
$41.5K - $44.4K
|
988
$109K
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
40New |
$5.14K - $5.5K
|
40
$4.4K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
40.3KNew |
$5.39M - $5.58M
|
40.3K
$4.43M
|
|
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
PUT |
7.5KNew |
$1M - $1.04M
|
7.5K
$825K
|
|
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.23KNew |
$298K - $309K
|
2.23K
$245K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
863New |
$115K - $120K
|
863
$94.9K
|
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
PUT |
600+ 2.45% |
$80.2K - $83.1K
|
25.1K
$2.76M
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
416New |
$55.6K - $57.6K
|
416
$45.7K
|
|
|
Jan 22, 2021
Q4 2020
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
160New |
$21.4K - $22.2K
|
160
$17.6K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
73.9KNew |
$9.92M - $10.3M
|
73.9K
$8.13M
|
|
|
Dec 07, 2020
Q3 2020
|
Partners Value Investments LP
Toronto, A6 |
BUY
|
- |
36.5KNew |
$4.9M - $5.08M
|
36.5K
$4.01M
|
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
BUY
|
PUT |
10.5K+ 2100.0% |
$1.41M - $1.46M
|
11K
$1.21M
|
|
|
Oct 23, 2020
Q3 2020
|
Cadence Bank Na
|
BUY
|
- |
2.55KNew |
$342K - $355K
|
2.55K
$280K
|
|
|
Nov 09, 2023
Q3 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
440+ 91.48% |
$59.1K - $61.2K
|
921
$101K
|
|
|
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
PUT |
391New |
$52.5K - $54.4K
|
391
$43K
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
175KNew |
$21.2M - $23.5M
|
175K
$19.2M
|
|
|
Aug 12, 2020
Q2 2020
|
American International Group, Inc.
New York, NY |
BUY
|
- |
29.6K+ 30.45% |
$3.58M - $3.98M
|
127K
$13.9M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.25K+ 6.24% |
$636K - $706K
|
89.4K
$9.82M
|
|
|
Jul 22, 2020
Q2 2020
|
Duncker Streett & CO Inc
|
BUY
|
PUT |
800New |
$96.9K - $108K
|
800
$88K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
1.23MNew |
$129M - $165M
|
1.23M
$135M
|
|
|
May 08, 2020
Q1 2020
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
303KNew |
$31.9M - $40.8M
|
303K
$33.4M
|
|
|
May 15, 2020
Q1 2020
|
Css LLC
Chicago, IL |
BUY
|
- |
20KNew |
$2.1M - $2.69M
|
20K
$2.2M
|
|
|
Apr 16, 2020
Q1 2020
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
12.5KNew |
$1.31M - $1.67M
|
12.5K
$1.37M
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Silver Point Capital L.P.
Greenwich, CT |
BUY
|
PUT |
1.4MNew |
$176M - $180M
|
1.4M
$154M
|
|
|
Jan 16, 2020
Q4 2019
|
Harbor Investment Advisory, LLC
|
BUY
|
PUT |
3.5KNew |
$440K - $450K
|
3.5K
$385K
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
624New |
$78.4K - $80.2K
|
624
$68.6K
|
|
|
Feb 12, 2020
Q4 2019
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
6New |
$754 - $771
|
6
$660
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Angelo Gordon & Co., L.P.
New York, NY |
BUY
|
- |
32.2KNew |
$3.95M - $4.15M
|
32.2K
$3.54M
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Newfoundland Capital Management
Sao Paulo, D5 |
BUY
|
PUT |
6.6KNew |
$780K - $821K
|
6.6K
$726K
|
|
| Q1 2019 | |||||||
|
Jun 17, 2024
Q1 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
91.1KNew |
$10.3M - $10.9M
|
91.1K
$10M
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
4.74KNew |
$536K - $564K
|
4.74K
$521K
|
|
| Q4 2018 | |||||||
|
Feb 12, 2019
Q4 2018
|
Vera Bank, N.A.
|
BUY
|
- |
4.63KNew |
$515K - $530K
|
4.63K
$509K
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
248New |
$27.6K - $28.4K
|
248
$27.3K
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
44+ 15.83% |
$4.9K - $5.04K
|
322
$35.4K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
941KNew |
$107M - $109M
|
941K
$103M
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 74.02% |
$1.35M - $1.37M
|
27.8K
$3.06M
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
9.5KNew |
$1.08M - $1.11M
|
9.5K
$1.04M
|
|
|
Aug 10, 2018
Q2 2018
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
400+ 57.14% |
$45.5K - $46.9K
|
1.1K
$121K
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
274New |
$31.2K - $32.1K
|
274
$30.1K
|
|
| Q1 2018 | |||||||
|
May 08, 2018
Q1 2018
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
266New |
$30.8K - $32.2K
|
266
$29.2K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
CALL |
49.8KNew |
$6.01M - $6.06M
|
49.8K
$5.48M
|
|
|
Oct 23, 2017
Q3 2017
|
Jentner Corp
|
BUY
|
- |
2.5KNew |
$302K - $304K
|
2.5K
$275K
|
|
| Q4 2016 | |||||||
|
Aug 24, 2017
Q4 2016
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
PUT |
350KNew |
N/A
|
350K
$38.5M
|
|
| Q1 2016 | |||||||
|
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.69K+ 782.41% |
N/A
|
1.91K
$210K
|
|
| Q2 2010 | |||||||
|
Aug 05, 2021
Q2 2010
|
Antonetti Capital Management LLC
|
BUY
|
- |
300New |
N/A
|
300
$33K
|
|