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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
102+ 2.41% |
$10.7K - $11.2K
|
4.33K
$473K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
95+ 2.16% |
$9.98K - $10.4K
|
4.49K
$490K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
95New |
$9.98K - $10.4K
|
95
$10.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
94New |
$9.88K - $10.3K
|
94
$10.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
88+ 27.08% |
$9.25K - $9.65K
|
413
$45.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
88New |
$9.25K - $9.65K
|
88
$9.6K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
85+ 69.11% |
$8.93K - $9.32K
|
208
$22.7K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
82+ 3.98% |
$8.62K - $8.99K
|
2.14K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
80+ 0.85% |
$8.41K - $8.77K
|
9.51K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
80+ 3.11% |
$8.41K - $8.77K
|
2.65K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
78+ 1.04% |
$8.2K - $8.55K
|
7.58K
$827K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
78New |
$8.2K - $8.55K
|
78
$8.51K
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
75New |
$7.88K - $8.22K
|
75
$8.18K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
75+ 2.15% |
$7.88K - $8.22K
|
3.57K
$389K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
74+ 3.64% |
$7.78K - $8.11K
|
2.11K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
73+ 39.04% |
$7.67K - $8K
|
260
$28.4K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
70+ 1.87% |
$7.36K - $7.67K
|
3.81K
$416K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
69+ 1.8% |
$7.25K - $7.56K
|
3.89K
$425K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
67+ 0.41% |
$7.04K - $7.34K
|
16.5K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
66New |
$6.94K - $7.23K
|
66
$7.2K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
61New |
$6.41K - $6.69K
|
61
$6.66K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
53+ 14.44% |
$5.57K - $5.81K
|
420
$45.8K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
52+ 2.6% |
$5.47K - $5.7K
|
2.05K
$224K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
52+ 0.82% |
$5.47K - $5.7K
|
6.4K
$698K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
51+ 0.49% |
$5.36K - $5.59K
|
10.5K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
50+ 208.33% |
$5.26K - $5.48K
|
74
$8.07K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
45+ 4.62% |
$4.73K - $4.93K
|
1.02K
$111K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
43+ 1.68% |
$4.52K - $4.71K
|
2.6K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
43+ 1.3% |
$4.52K - $4.71K
|
3.36K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
40+ 11.49% |
$4.2K - $4.38K
|
388
$42.3K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
38+ 0.45% |
$3.99K - $4.17K
|
8.4K
$917K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
36+ 0.91% |
$3.78K - $3.95K
|
4K
$437K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
32+ 1.24% |
$3.36K - $3.51K
|
2.62K
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
32New |
$3.36K - $3.51K
|
32
$3.49K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
25+ 0.68% |
$2.63K - $2.74K
|
3.72K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
24+ 0.06% |
$2.52K - $2.63K
|
39.2K
$4.28M
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
23+ 0.75% |
$2.42K - $2.52K
|
3.11K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
22+ 1.14% |
$2.31K - $2.41K
|
1.95K
$213K
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
19+ 0.73% |
$2K - $2.08K
|
2.63K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18+ 0.06% |
$1.89K - $1.97K
|
28.2K
$3.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
16+ 0.1% |
$1.68K - $1.75K
|
16.8K
$1.84M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
14New |
$1.47K - $1.53K
|
14
$1.53K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
14+ 0.02% |
$1.47K - $1.53K
|
69.6K
$7.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
14+ 0.49% |
$1.47K - $1.53K
|
2.85K
$311K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
13+ 2.24% |
$1.37K - $1.42K
|
594
$64.8K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
12+ 0.56% |
$1.26K - $1.32K
|
2.14K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
12+ 1.7% |
$1.26K - $1.32K
|
717
$78.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
11+ 0.38% |
$1.16K - $1.21K
|
2.93K
$319K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.44% |
$1.05K - $1.1K
|
2.29K
$250K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
9+ 3.11% |
$946 - $986
|
298
$32.5K
|