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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2New |
$203 - $229
|
2
$224
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
660KNew |
$70.9M - $80.2M
|
660K
$73.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
104KNew |
$11.2M - $12.6M
|
104K
$11.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Triatomic Management LP
New York, NY |
BUY
|
CALL |
100KNew |
$10.7M - $12.2M
|
100K
$11.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Napier Park Global Capital (Us) LP
New York, NY |
BUY
|
- |
97.2KNew |
$10.4M - $11.8M
|
97.2K
$10.9M
|
|
|
Oct 17, 2023
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
PUT |
20KNew |
$2.15M - $2.43M
|
20K
$2.24M
|
|
|
Aug 15, 2022
Q2 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
7.9KNew |
$849K - $960K
|
7.9K
$885K
|
|
|
Aug 15, 2022
Q2 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
6KNew |
$644K - $729K
|
6K
$672K
|
|
|
Jul 22, 2022
Q2 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
5.71KNew |
$614K - $694K
|
5.71K
$640K
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
2.5KNew |
$269K - $304K
|
2.5K
$280K
|
|
|
Jul 22, 2022
Q2 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
2.17KNew |
$233K - $264K
|
2.17K
$243K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.16KNew |
$232K - $263K
|
2.16K
$242K
|
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
1.9KNew |
$204K - $231K
|
1.9K
$213K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
1.9KNew |
$204K - $231K
|
1.9K
$213K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
972New |
$104K - $118K
|
972
$109K
|
|
|
Jul 12, 2022
Q2 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
730+ 1.88% |
$78.4K - $88.7K
|
39.5K
$4.42M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
528+ 25.69% |
$56.7K - $64.2K
|
2.58K
$289K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
325+ 62.5% |
$34.9K - $39.5K
|
845
$94.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
325New |
$34.9K - $39.5K
|
325
$36.4K
|
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
200New |
$21.5K - $24.3K
|
200
$22.4K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
167+ 6.54% |
$17.9K - $20.3K
|
2.72K
$305K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
76+ 950.0% |
$8.16K - $9.23K
|
84
$9.41K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
71New |
$7.63K - $8.63K
|
71
$7.95K
|
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
57+ 2.87% |
$6.12K - $6.93K
|
2.05K
$229K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
50+ 166.67% |
$5.37K - $6.08K
|
80
$8.96K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
49New |
$5.26K - $5.95K
|
49
$5.49K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
36+ 21.95% |
$3.87K - $4.37K
|
200
$22.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
24New |
$2.58K - $2.92K
|
24
$2.69K
|
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
24+ 1.3% |
$2.58K - $2.92K
|
1.87K
$209K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
22New |
$2.36K - $2.67K
|
22
$2.46K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
16New |
$1.72K - $1.94K
|
16
$1.79K
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
12+ 1.07% |
$1.29K - $1.46K
|
1.14K
$127K
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7New |
$752 - $851
|
7
$784
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
16KNew |
$1.9M - $2.1M
|
16K
$1.79M
|
|
|
Apr 12, 2022
Q1 2022
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
7.9KNew |
$936K - $1.04M
|
7.9K
$885K
|
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
7.5K+ 50.0% |
$888K - $984K
|
22.5K
$2.52M
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.43KNew |
$288K - $319K
|
2.43K
$272K
|
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.5KNew |
$178K - $197K
|
1.5K
$168K
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
456+ 18.17% |
$54K - $59.8K
|
2.97K
$332K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
116New |
$13.7K - $15.2K
|
116
$13K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
55New |
$6.51K - $7.22K
|
55
$6.16K
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
9New |
$1.07K - $1.18K
|
9
$1.01K
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2+ 0.13% |
$237 - $262
|
1.54K
$173K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
BUY
|
- |
197K+ 219.32% |
$25.9M - $26.6M
|
287K
$32.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
147K+ 10.27% |
$19.3M - $19.8M
|
1.58M
$177M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
37.4KNew |
$4.9M - $5.05M
|
37.4K
$4.19M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.58KNew |
$338K - $348K
|
2.58K
$289K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
422New |
$55.3K - $56.9K
|
422
$47.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
118New |
$15.5K - $15.9K
|
118
$13.2K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
89New |
$11.7K - $12K
|
89
$9.97K
|
|