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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
83New |
$8.73K - $9.1K
|
83
$9.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
81+ 1.07% |
$8.52K - $8.88K
|
7.65K
$857K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
77+ 0.5% |
$8.1K - $8.44K
|
15.4K
$1.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
75+ 3.5% |
$7.89K - $8.22K
|
2.22K
$248K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
72+ 0.76% |
$7.58K - $7.89K
|
9.58K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
66New |
$6.95K - $7.23K
|
66
$7.39K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
65+ 9.86% |
$6.84K - $7.12K
|
724
$81.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
65+ 2.21% |
$6.84K - $7.12K
|
3K
$336K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
64+ 1.05% |
$6.73K - $7.02K
|
6.14K
$687K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
60+ 4.93% |
$6.31K - $6.58K
|
1.28K
$143K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
59+ 54.63% |
$6.21K - $6.47K
|
167
$18.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
56New |
$5.89K - $6.14K
|
56
$6.27K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
51+ 0.34% |
$5.37K - $5.59K
|
14.9K
$1.67M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
46+ 21.3% |
$4.84K - $5.04K
|
262
$29.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
45+ 0.18% |
$4.74K - $4.93K
|
24.8K
$2.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
44+ 0.75% |
$4.63K - $4.82K
|
5.89K
$660K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
41New |
$4.31K - $4.49K
|
41
$4.59K
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
40+ 1.08% |
$4.21K - $4.38K
|
3.76K
$421K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
37+ 0.71% |
$3.89K - $4.06K
|
5.28K
$591K
|
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
36+ 1.16% |
$3.79K - $3.95K
|
3.14K
$352K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
36+ 0.36% |
$3.79K - $3.95K
|
9.99K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
27+ 1.13% |
$2.84K - $2.96K
|
2.41K
$270K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25+ 21.37% |
$2.63K - $2.74K
|
142
$15.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
25New |
$2.63K - $2.74K
|
25
$2.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
25New |
$2.63K - $2.74K
|
25
$2.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
23+ 3.3% |
$2.42K - $2.52K
|
721
$80.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
23New |
$2.42K - $2.52K
|
23
$2.58K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
21+ 1.04% |
$2.21K - $2.3K
|
2.03K
$228K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
21+ 0.62% |
$2.21K - $2.3K
|
3.39K
$380K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
20New |
$2.1K - $2.19K
|
20
$2.24K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
20+ 0.83% |
$2.1K - $2.19K
|
2.43K
$272K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
18New |
$1.89K - $1.97K
|
18
$2.02K
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
18+ 0.29% |
$1.89K - $1.97K
|
6.28K
$704K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
18+ 3.51% |
$1.89K - $1.97K
|
531
$59.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
17+ 0.17% |
$1.79K - $1.86K
|
10.3K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
17+ 0.58% |
$1.79K - $1.86K
|
2.94K
$330K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
16+ 0.2% |
$1.68K - $1.75K
|
8.22K
$921K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
16+ 0.57% |
$1.68K - $1.75K
|
2.85K
$319K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
14New |
$1.47K - $1.53K
|
14
$1.57K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 0.5% |
$1.37K - $1.42K
|
2.64K
$295K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
13+ 0.2% |
$1.37K - $1.42K
|
6.54K
$733K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
13+ 0.07% |
$1.37K - $1.42K
|
18.2K
$2.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 5.26% |
$1.37K - $1.42K
|
260
$29.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
11+ 1.17% |
$1.16K - $1.21K
|
952
$107K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 5.29% |
$1.16K - $1.21K
|
219
$24.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
10+ 0.06% |
$1.05K - $1.1K
|
16.3K
$1.82M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
9New |
$947 - $986
|
9
$1.01K
|
|
|
Aug 11, 2025
Q2 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
9+ 0.13% |
$947 - $986
|
6.95K
$778K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7New |
$737 - $767
|
7
$784
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
5+ 29.41% |
$526 - $548
|
22
$2.46K
|