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 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.31K+ 5.58% |
$351K - $376K
|
62.6K
$6.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.3K+ 11.46% |
$350K - $375K
|
32.1K
$3.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.3K+ 459.33% |
$350K - $375K
|
4.02K
$442K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.25K+ 23.24% |
$345K - $370K
|
17.2K
$1.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.22K+ 7.64% |
$342K - $366K
|
45.4K
$4.99M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
3.1K+ 5.66% |
$329K - $352K
|
57.8K
$6.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
3.05K+ 277.27% |
$324K - $347K
|
4.15K
$456K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.99K+ 49.59% |
$317K - $340K
|
9.01K
$990K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.96K+ 5.87% |
$314K - $337K
|
53.4K
$5.88M
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.91K+ 2.25% |
$309K - $331K
|
132K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.89KNew |
$307K - $329K
|
2.89K
$318K
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
2.89K+ 23.54% |
$306K - $328K
|
15.1K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.88K+ 13.86% |
$305K - $327K
|
23.6K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
2.86K+ 21.34% |
$303K - $325K
|
16.3K
$1.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.86K+ 0.33% |
$303K - $325K
|
867K
$95.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.84KNew |
$301K - $323K
|
2.84K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.84K+ 3.68% |
$301K - $323K
|
79.9K
$8.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.83K+ 9.31% |
$301K - $322K
|
33.3K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.82K+ 95.42% |
$299K - $320K
|
5.77K
$634K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.76KNew |
$293K - $314K
|
2.76K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.53KNew |
$269K - $288K
|
2.53K
$279K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.51K+ 5.96% |
$266K - $285K
|
44.6K
$4.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.49K+ 57.0% |
$264K - $283K
|
6.85K
$753K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.47K+ 13.22% |
$262K - $281K
|
21.2K
$2.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.41KNew |
$256K - $275K
|
2.41K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.38KNew |
$252K - $271K
|
2.38K
$262K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.37K+ 14.16% |
$251K - $269K
|
19.1K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.37K+ 64.26% |
$251K - $269K
|
6.05K
$666K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2.31K+ 10.19% |
$245K - $262K
|
24.9K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.28KNew |
$242K - $260K
|
2.28K
$251K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.26KNew |
$240K - $257K
|
2.26K
$249K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
2.26K+ 74.48% |
$239K - $257K
|
5.29K
$581K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.19K+ 4.01% |
$232K - $249K
|
56.7K
$6.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.19K+ 1.59% |
$232K - $249K
|
140K
$15.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
2.17K+ 11.29% |
$230K - $246K
|
21.4K
$2.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.14K+ 12.36% |
$227K - $243K
|
19.4K
$2.13M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.12KNew |
$225K - $241K
|
2.12K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.1KNew |
$223K - $239K
|
2.1K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.09K+ 40.72% |
$221K - $237K
|
7.21K
$793K
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.09K+ 6.34% |
$221K - $237K
|
35K
$3.85M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.09K+ 22.68% |
$221K - $237K
|
11.3K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.08K+ 3.75% |
$221K - $237K
|
57.6K
$6.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.08K+ 1.21% |
$221K - $237K
|
173K
$19.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
2.06KNew |
$218K - $234K
|
2.06K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.05K+ 2.86% |
$218K - $234K
|
73.8K
$8.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.05K+ 5.01% |
$218K - $233K
|
43K
$4.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
2.04K+ 91.88% |
$216K - $232K
|
4.25K
$468K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.03KNew |
$216K - $231K
|
2.03K
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
2K+ 15.36% |
$212K - $227K
|
15K
$1.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2K+ 20.02% |
$212K - $227K
|
12K
$1.32M
|