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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11.7KNew |
$1.24M - $1.33M
|
11.7K
$1.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
11.6K+ 9.82% |
$1.23M - $1.32M
|
130K
$14.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
11.5K+ 544.44% |
$1.22M - $1.3M
|
13.6K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
11.3K+ 365.11% |
$1.2M - $1.29M
|
14.4K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
11.2KNew |
$1.18M - $1.27M
|
11.2K
$1.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
11K+ 7.51% |
$1.16M - $1.25M
|
157K
$17.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.9K+ 3.49% |
$1.15M - $1.24M
|
322K
$35.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
10.9K+ 3.31% |
$1.15M - $1.24M
|
339K
$37.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$1.14M - $1.22M
|
10.7K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
10.5KNew |
$1.11M - $1.19M
|
10.5K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.3K+ 154.12% |
$1.09M - $1.17M
|
16.9K
$1.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
10.1KNew |
$1.07M - $1.15M
|
10.1K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.87K+ 11.78% |
$1.05M - $1.12M
|
93.6K
$10.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.61K+ 167.74% |
$1.02M - $1.09M
|
15.3K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
9.17K+ 46.52% |
$973K - $1.04M
|
28.9K
$3.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
8.94K+ 4.38% |
$949K - $1.02M
|
213K
$23.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.84K+ 30.01% |
$938K - $1M
|
38.3K
$4.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.81KNew |
$935K - $1M
|
8.81K
$969K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.73K+ 12.55% |
$926K - $993K
|
78.3K
$8.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
8.38K+ 96.48% |
$889K - $953K
|
17.1K
$1.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.36K+ 138.02% |
$887K - $951K
|
14.4K
$1.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.36K+ 43.13% |
$887K - $951K
|
27.7K
$3.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.22K+ 7.65% |
$872K - $934K
|
116K
$12.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8.09K+ 11.47% |
$858K - $919K
|
78.6K
$8.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7.77K+ 256.61% |
$824K - $883K
|
10.8K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.53KNew |
$799K - $856K
|
7.53K
$828K
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
7.5KNew |
$796K - $853K
|
7.5K
$825K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
7.32KNew |
$776K - $832K
|
7.32K
$804K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
7.03K+ 12.85% |
$746K - $800K
|
61.7K
$6.79M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7.01KNew |
$743K - $797K
|
7.01K
$770K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.94K+ 7.5% |
$737K - $789K
|
99.5K
$10.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6.92K+ 3.7% |
$735K - $787K
|
194K
$21.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6.91K+ 188.55% |
$734K - $786K
|
10.6K
$1.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.87K+ 1.59% |
$729K - $781K
|
438K
$48.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
6.85KNew |
$727K - $779K
|
6.85K
$753K
|
|
|
Nov 01, 2024
Q3 2024
|
Passaic Partners LLC
|
BUY
|
- |
6.81K+ 5.46% |
$722K - $774K
|
131K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.8K+ 211.81% |
$721K - $773K
|
10K
$1.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
6.76K+ 30.6% |
$718K - $769K
|
28.9K
$3.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
6.73K+ 166.52% |
$715K - $766K
|
10.8K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.49K+ 57.7% |
$689K - $738K
|
17.7K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
6.44K+ 12.36% |
$683K - $732K
|
58.5K
$6.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
6.39K+ 7.61% |
$678K - $727K
|
90.3K
$9.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.28K+ 82.43% |
$667K - $715K
|
13.9K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
6.16K+ 6.53% |
$653K - $700K
|
100K
$11M
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
BUY
|
- |
6.1K+ 41.5% |
$647K - $694K
|
20.8K
$2.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6.05K+ 135.95% |
$642K - $688K
|
10.5K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
6KNew |
$637K - $682K
|
6K
$660K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.91K+ 143.35% |
$627K - $672K
|
10K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.86K+ 6.62% |
$622K - $666K
|
94.4K
$10.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.83KNew |
$619K - $663K
|
5.83K
$641K
|