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 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5.83K+ 5.32% |
$619K - $663K
|
115K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
5.81K+ 23.0% |
$616K - $660K
|
31.1K
$3.42M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
5.65KNew |
$600K - $643K
|
5.65K
$622K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.56K+ 7.38% |
$590K - $633K
|
81K
$8.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
5.38K+ 17.26% |
$571K - $612K
|
36.6K
$4.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.35K+ 132.96% |
$568K - $608K
|
9.37K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.32KNew |
$565K - $605K
|
5.32K
$585K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.25K+ 15.86% |
$557K - $597K
|
38.3K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.23K+ 167.63% |
$554K - $594K
|
8.34K
$917K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.21K+ 50.64% |
$552K - $592K
|
15.5K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
5.18K+ 2.58% |
$549K - $589K
|
206K
$22.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.13K+ 5.64% |
$544K - $583K
|
96K
$10.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.11K+ 1.75% |
$542K - $581K
|
297K
$32.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
5.09KNew |
$540K - $579K
|
5.09K
$560K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.02K+ 9.7% |
$533K - $571K
|
56.8K
$6.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4.98K+ 7.28% |
$529K - $567K
|
73.5K
$8.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.87KNew |
$517K - $554K
|
4.87K
$536K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.77K+ 67.39% |
$506K - $542K
|
11.8K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.76K+ 70.39% |
$505K - $541K
|
11.5K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.66KNew |
$494K - $530K
|
4.66K
$512K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.66K+ 112.11% |
$494K - $530K
|
8.81K
$969K
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
4.62KNew |
$490K - $525K
|
4.62K
$508K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.62KNew |
$490K - $525K
|
4.62K
$508K
|
|
|
Nov 13, 2024
Q3 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
4.6KNew |
$488K - $523K
|
4.6K
$506K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.46K+ 82.35% |
$473K - $507K
|
9.87K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.42K+ 20.43% |
$469K - $503K
|
26.1K
$2.87M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.31KNew |
$457K - $490K
|
4.31K
$474K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
4.29K+ 25.34% |
$455K - $488K
|
21.2K
$2.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.26K+ 23.39% |
$451K - $484K
|
22.4K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.25K+ 8.36% |
$451K - $484K
|
55.1K
$6.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
4.22K+ 54.34% |
$448K - $480K
|
12K
$1.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
4.13K+ 29.03% |
$439K - $470K
|
18.4K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
4.09K+ 1.95% |
$434K - $465K
|
214K
$23.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
4.01K+ 3.19% |
$425K - $456K
|
130K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4K+ 19.21% |
$425K - $455K
|
24.8K
$2.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.97K+ 43.95% |
$421K - $451K
|
13K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
3.97KNew |
$421K - $451K
|
3.97K
$436K
|
|
|
Oct 23, 2024
Q3 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
3.9K+ 1.81% |
$414K - $443K
|
219K
$24.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.86KNew |
$410K - $439K
|
3.86K
$425K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
3.7K+ 2.46% |
$392K - $420K
|
154K
$16.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.69K+ 130.74% |
$392K - $420K
|
6.52K
$716K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.66K+ 1.9% |
$388K - $416K
|
196K
$21.6M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.63K+ 25.8% |
$386K - $413K
|
17.7K
$1.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.63K+ 3.27% |
$385K - $413K
|
115K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.63K+ 82.38% |
$385K - $413K
|
8.03K
$883K
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.62K+ 1.46% |
$384K - $412K
|
252K
$27.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
BUY
|
- |
3.59K+ 15.65% |
$381K - $408K
|
26.5K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.57KNew |
$378K - $405K
|
3.57K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.54K+ 2543.17% |
$375K - $402K
|
3.67K
$404K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.4K+ 17.52% |
$360K - $386K
|
22.8K
$2.5M
|