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 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.55K+ 5.28% |
$163K - $169K
|
30.8K
$3.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.49K+ 30.35% |
$156K - $163K
|
6.38K
$715K
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.48K+ 79.72% |
$156K - $162K
|
3.33K
$373K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.48K+ 16.6% |
$155K - $162K
|
10.4K
$1.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.46K+ 0.07% |
$153K - $160K
|
2.04M
$229M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.43K+ 5.47% |
$151K - $157K
|
27.6K
$3.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.43K+ 2.48% |
$150K - $156K
|
58.9K
$6.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.42K+ 18.65% |
$149K - $155K
|
9K
$1.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.41K+ 8.4% |
$149K - $155K
|
18.3K
$2.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.4K+ 7.48% |
$147K - $154K
|
20.1K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.38K+ 2.33% |
$145K - $151K
|
60.4K
$6.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.36K+ 3.78% |
$143K - $149K
|
37.3K
$4.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
1.34K+ 6.92% |
$140K - $146K
|
20.6K
$2.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.29K+ 3.87% |
$136K - $142K
|
34.7K
$3.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.24K+ 2.35% |
$131K - $136K
|
54.1K
$6.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.24K+ 15.47% |
$131K - $136K
|
9.26K
$1.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.23K+ 0.39% |
$129K - $134K
|
318K
$35.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.2K+ 0.6% |
$126K - $132K
|
202K
$22.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.2K+ 5.46% |
$126K - $131K
|
23.1K
$2.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.15K+ 21.53% |
$121K - $126K
|
6.5K
$728K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.15K+ 26.59% |
$121K - $126K
|
5.48K
$614K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.11K+ 6.29% |
$117K - $122K
|
18.8K
$2.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.08K+ 0.69% |
$113K - $118K
|
158K
$17.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.05K+ 20.9% |
$110K - $115K
|
6.07K
$680K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.05K+ 4.16% |
$110K - $115K
|
26.3K
$2.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
1.05K+ 0.48% |
$110K - $115K
|
221K
$24.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.03K+ 1.61% |
$109K - $113K
|
65.2K
$7.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.03K+ 3.76% |
$108K - $113K
|
28.4K
$3.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.02K+ 27.19% |
$108K - $112K
|
4.79K
$536K
|
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
959+ 36.09% |
$101K - $105K
|
3.62K
$405K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
953+ 4.0% |
$100K - $104K
|
24.8K
$2.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
943+ 4.08% |
$99.2K - $103K
|
24K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
901+ 3.65% |
$94.8K - $98.8K
|
25.6K
$2.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
900+ 0.42% |
$94.7K - $98.6K
|
214K
$24M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
892+ 3.47% |
$93.9K - $97.8K
|
26.6K
$2.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
881+ 1.06% |
$92.7K - $96.6K
|
84.2K
$9.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
852+ 50.41% |
$89.7K - $93.4K
|
2.54K
$285K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
842+ 0.96% |
$88.6K - $92.3K
|
88.2K
$9.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
832+ 11.83% |
$87.6K - $91.2K
|
7.87K
$881K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
784+ 1.8% |
$82.5K - $85.9K
|
44.4K
$4.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
779+ 9.0% |
$82K - $85.4K
|
9.43K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
765+ 19.12% |
$80.5K - $83.9K
|
4.77K
$534K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
760+ 12.31% |
$80K - $83.3K
|
6.93K
$777K
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
694+ 5.21% |
$73K - $76.1K
|
14K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
692+ 0.52% |
$72.8K - $75.9K
|
133K
$14.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
679+ 12.62% |
$71.5K - $74.4K
|
6.06K
$679K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
664+ 4.94% |
$69.9K - $72.8K
|
14.1K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
652+ 34.03% |
$68.6K - $71.5K
|
2.57K
$288K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
651+ 12.19% |
$68.5K - $71.4K
|
5.99K
$671K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
638+ 27.69% |
$67.1K - $69.9K
|
2.94K
$330K
|