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 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
830+ 24.58% |
$88.1K - $94.4K
|
4.21K
$463K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
738+ 1.06% |
$78.3K - $83.9K
|
70.6K
$7.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
724+ 7.94% |
$76.8K - $82.3K
|
9.84K
$1.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
720+ 12.0% |
$76.4K - $81.9K
|
6.72K
$739K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
673+ 2.44% |
$71.4K - $76.5K
|
28.2K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
666+ 1.68% |
$70.7K - $75.7K
|
40.4K
$4.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
666+ 0.71% |
$70.7K - $75.7K
|
94.5K
$10.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
659+ 16.3% |
$69.9K - $74.9K
|
4.7K
$517K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
647+ 6.39% |
$68.7K - $73.6K
|
10.8K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
643+ 10.85% |
$68.2K - $73.1K
|
6.57K
$722K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
618+ 27.3% |
$65.6K - $70.3K
|
2.88K
$317K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
618+ 30.07% |
$65.6K - $70.3K
|
2.67K
$294K
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
595+ 2.39% |
$63.1K - $67.7K
|
25.5K
$2.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
579New |
$61.4K - $65.8K
|
579
$63.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
575+ 5.02% |
$61K - $65.4K
|
12K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
560+ 8.41% |
$59.4K - $63.7K
|
7.22K
$793K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
557+ 0.72% |
$59.1K - $63.3K
|
77.8K
$8.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
548+ 5.29% |
$58.1K - $62.3K
|
10.9K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
536+ 7.09% |
$56.9K - $61K
|
8.09K
$890K
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
531+ 2.84% |
$56.3K - $60.4K
|
19.2K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
527+ 18.24% |
$55.9K - $59.9K
|
3.42K
$376K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
500+ 7.14% |
$53.1K - $56.9K
|
7.5K
$825K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
496+ 23.45% |
$52.6K - $56.4K
|
2.61K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
488+ 4.42% |
$51.8K - $55.5K
|
11.5K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
486+ 23.94% |
$51.6K - $55.3K
|
2.52K
$277K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
486New |
$51.6K - $55.3K
|
486
$53.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
475+ 11.93% |
$50.4K - $54K
|
4.46K
$490K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
472New |
$50.1K - $53.7K
|
472
$51.9K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
468+ 18.04% |
$49.7K - $53.2K
|
3.06K
$337K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
462+ 0.86% |
$49K - $52.5K
|
54.3K
$5.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
443+ 5.63% |
$47K - $50.4K
|
8.31K
$914K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
435+ 13.56% |
$46.2K - $49.5K
|
3.64K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
428+ 21.13% |
$45.4K - $48.7K
|
2.45K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
428+ 3.54% |
$45.4K - $48.7K
|
12.5K
$1.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
420New |
$44.6K - $47.8K
|
420
$46.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
419+ 2.54% |
$44.5K - $47.6K
|
16.9K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
416+ 16.77% |
$44.1K - $47.3K
|
2.9K
$318K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
414+ 811.76% |
$43.9K - $47.1K
|
465
$51.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
412+ 1.15% |
$43.7K - $46.9K
|
36.2K
$3.98M
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
402+ 0.12% |
$42.7K - $45.7K
|
337K
$37.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
392+ 11.82% |
$41.6K - $44.6K
|
3.71K
$408K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
386+ 2.46% |
$41K - $43.9K
|
16.1K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
378New |
$40.1K - $43K
|
378
$41.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
371+ 3.41% |
$39.4K - $42.2K
|
11.2K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
367+ 17.57% |
$38.9K - $41.7K
|
2.46K
$270K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
366+ 6.07% |
$38.8K - $41.6K
|
6.4K
$703K
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
361+ 4.58% |
$38.3K - $41.1K
|
8.25K
$907K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
343+ 98.85% |
$36.4K - $39K
|
690
$75.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
336+ 1.88% |
$35.7K - $38.2K
|
18.2K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
318+ 3.26% |
$33.7K - $36.2K
|
10.1K
$1.11M
|