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 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.97K+ 18.59% |
$209K - $224K
|
12.6K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.9KNew |
$202K - $216K
|
1.9K
$209K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.87KNew |
$198K - $212K
|
1.87K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.85K+ 10.49% |
$197K - $211K
|
19.5K
$2.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.85K+ 3.21% |
$196K - $210K
|
59.5K
$6.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.85KNew |
$196K - $210K
|
1.85K
$203K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.82KNew |
$193K - $207K
|
1.82K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
1.82KNew |
$193K - $207K
|
1.82K
$200K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
1.81K+ 5.59% |
$192K - $206K
|
34.2K
$3.76M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
1.8K+ 12.0% |
$191K - $205K
|
16.8K
$1.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.78KNew |
$189K - $202K
|
1.78K
$195K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.77KNew |
$188K - $201K
|
1.77K
$195K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.73K+ 34.5% |
$183K - $197K
|
6.74K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.65K+ 18.17% |
$175K - $188K
|
10.8K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.65K+ 20.8% |
$175K - $187K
|
9.56K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1.6K+ 39.02% |
$170K - $182K
|
5.7K
$627K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.54K+ 29.03% |
$164K - $175K
|
6.86K
$754K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.49KNew |
$158K - $169K
|
1.49K
$163K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.4KNew |
$149K - $159K
|
1.4K
$154K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.35K+ 6.17% |
$143K - $153K
|
23.2K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.3K+ 58.63% |
$138K - $148K
|
3.53K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
1.3K+ 4.53% |
$138K - $148K
|
29.9K
$3.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.3K+ 35.56% |
$138K - $147K
|
4.94K
$543K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.29K+ 7.78% |
$137K - $147K
|
17.9K
$1.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.27K+ 1.32% |
$135K - $145K
|
97.6K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.27K+ 22.59% |
$135K - $145K
|
6.9K
$759K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.27K+ 20.56% |
$135K - $144K
|
7.44K
$818K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.25K+ 0.72% |
$133K - $142K
|
176K
$19.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.19K+ 13.74% |
$127K - $136K
|
9.88K
$1.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.18K+ 2.11% |
$125K - $134K
|
56.9K
$6.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.11K+ 10.11% |
$117K - $126K
|
12.1K
$1.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.1K+ 114.57% |
$117K - $125K
|
2.06K
$227K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.1K+ 4.86% |
$116K - $125K
|
23.6K
$2.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.07K+ 13.15% |
$113K - $122K
|
9.2K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.05K+ 15.86% |
$112K - $120K
|
7.68K
$844K
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.04K+ 5.25% |
$111K - $119K
|
20.9K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1KNew |
$106K - $114K
|
1K
$110K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
995+ 3.45% |
$106K - $113K
|
29.8K
$3.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
993+ 1.14% |
$105K - $113K
|
88K
$9.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
958+ 18.94% |
$102K - $109K
|
6.02K
$662K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
930+ 0.99% |
$98.7K - $106K
|
94.9K
$10.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
929+ 45.23% |
$98.6K - $106K
|
2.98K
$328K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
907+ 1.81% |
$96.2K - $103K
|
51.1K
$5.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
905+ 38.56% |
$96K - $103K
|
3.25K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
900+ 20.11% |
$95.5K - $102K
|
5.38K
$591K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
897+ 64.86% |
$95.2K - $102K
|
2.28K
$251K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
872New |
$92.5K - $99.2K
|
872
$95.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
870+ 8.55% |
$92.3K - $98.9K
|
11K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
867+ 6.28% |
$92K - $98.6K
|
14.7K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
863New |
$91.6K - $98.1K
|
863
$94.9K
|