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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
1.29MNew |
$142M - $146M
|
1.29M
$142M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
227K+ 436.61% |
$25M - $25.6M
|
279K
$30.7M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
215K+ 349.66% |
$23.7M - $24.3M
|
277K
$30.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
197KNew |
$21.7M - $22.2M
|
197K
$21.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
167K+ 54.46% |
$18.4M - $18.8M
|
473K
$52.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
144K+ 151.04% |
$15.8M - $16.2M
|
239K
$26.3M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
111K+ 1289.54% |
$12.3M - $12.6M
|
120K
$13.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelsey Financial, LLC
Moorpark, CA |
BUY
|
- |
94.1KNew |
$10.4M - $10.6M
|
94.1K
$10.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
89.2K+ 58.39% |
$9.83M - $10.1M
|
242K
$26.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
85.4K+ 120.03% |
$9.42M - $9.65M
|
157K
$17.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
65.3KNew |
$7.2M - $7.38M
|
65.3K
$7.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
58.1K+ 33.16% |
$6.41M - $6.56M
|
233K
$25.7M
|
|
|
Jan 22, 2026
Q4 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
48.7K+ 23.15% |
$5.37M - $5.5M
|
259K
$28.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
35K+ 3.95% |
$3.86M - $3.95M
|
921K
$102M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
22.7KNew |
$2.51M - $2.57M
|
22.7K
$2.51M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18.7K+ 30.58% |
$2.06M - $2.11M
|
80K
$8.82M
|
|
|
Jan 23, 2026
Q4 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
17.4K+ 9.66% |
$1.92M - $1.97M
|
198K
$21.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
17.3K+ 117.11% |
$1.91M - $1.95M
|
32.1K
$3.54M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
16.5K+ 18.88% |
$1.82M - $1.87M
|
104K
$11.5M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
14.8K+ 4.52% |
$1.63M - $1.67M
|
343K
$37.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
14.4K+ 4.56% |
$1.58M - $1.62M
|
329K
$36.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
12.5KNew |
$1.38M - $1.41M
|
12.5K
$1.38M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
12.4KNew |
$1.37M - $1.4M
|
12.4K
$1.37M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.1K+ 36.26% |
$1.33M - $1.37M
|
45.4K
$5.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
10.8KNew |
$1.2M - $1.22M
|
10.8K
$1.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
10.8K+ 244.48% |
$1.19M - $1.22M
|
15.2K
$1.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
10.1KNew |
$1.12M - $1.15M
|
10.1K
$1.12M
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
9.96KNew |
$1.1M - $1.12M
|
9.96K
$1.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
9.31K+ 8.43% |
$1.03M - $1.05M
|
120K
$13.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8.3KNew |
$915K - $938K
|
8.3K
$915K
|
|
|
Jan 23, 2026
Q4 2025
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
8KNew |
$882K - $903K
|
8K
$882K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
7.96KNew |
$877K - $898K
|
7.96K
$877K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7.7KNew |
$849K - $869K
|
7.7K
$849K
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
7.62K+ 4.54% |
$840K - $861K
|
175K
$19.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
7.38K+ 4.21% |
$814K - $834K
|
183K
$20.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
7.3K+ 129.69% |
$804K - $824K
|
12.9K
$1.42M
|
|
|
Jan 21, 2026
Q4 2025
|
Cane Capital Partners, LLC
St Francisville, LA |
BUY
|
- |
7.21KNew |
$795K - $814K
|
7.21K
$795K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.94K+ 53.61% |
$766K - $784K
|
19.9K
$2.19M
|
|
|
Jan 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
6.94K+ 53.61% |
$766K - $784K
|
19.9K
$2.19M
|
|
|
Jan 15, 2026
Q4 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
6.47K+ 18.99% |
$714K - $731K
|
40.6K
$4.47M
|
|
|
Jan 20, 2026
Q4 2025
|
Joule Financial, LLC
|
BUY
|
- |
6.46K+ 2.53% |
$712K - $730K
|
262K
$28.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
6.33K+ 16.24% |
$698K - $715K
|
45.3K
$5M
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
6.12K+ 11.43% |
$675K - $691K
|
59.6K
$6.58M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.11K+ 47.36% |
$673K - $690K
|
19K
$2.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Ramsey Quantitative Systems
Louisville, KY |
BUY
|
- |
6KNew |
$662K - $678K
|
6K
$662K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.41K+ 11.67% |
$597K - $611K
|
51.8K
$5.71M
|
|
|
Jan 15, 2026
Q4 2025
|
Members Trust CO
|
BUY
|
- |
5.21K+ 0.35% |
$574K - $588K
|
1.5M
$166M
|
|
|
Jan 16, 2026
Q4 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
5.05K+ 3.68% |
$557K - $570K
|
142K
$15.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
4.37K+ 90.36% |
$482K - $493K
|
9.21K
$1.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
4.25KNew |
$469K - $480K
|
4.25K
$469K
|
|