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 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
110+ 4.37% |
$11.8K - $12.4K
|
2.63K
$290K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
103New |
$11.1K - $11.6K
|
103
$11.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
97+ 0.6% |
$10.4K - $10.9K
|
16.3K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
95+ 0.59% |
$10.2K - $10.7K
|
16.2K
$1.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
94+ 4.1% |
$10.1K - $10.6K
|
2.39K
$263K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
94+ 0.32% |
$10.1K - $10.6K
|
29.2K
$3.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
92New |
$9.9K - $10.3K
|
92
$10.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
92New |
$9.9K - $10.3K
|
92
$10.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
90+ 4.95% |
$9.69K - $10.1K
|
1.91K
$211K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
90+ 34.62% |
$9.69K - $10.1K
|
350
$38.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
88+ 2.19% |
$9.47K - $9.89K
|
4.1K
$452K
|
|
|
Oct 09, 2025
Q3 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
88+ 1.09% |
$9.47K - $9.89K
|
8.19K
$903K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
85+ 1.95% |
$9.15K - $9.55K
|
4.45K
$491K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
82New |
$8.83K - $9.21K
|
82
$9.04K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
82+ 0.43% |
$8.83K - $9.21K
|
19.1K
$2.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
78+ 0.7% |
$8.4K - $8.76K
|
11.3K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
77+ 46.11% |
$8.29K - $8.65K
|
244
$26.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
73+ 0.89% |
$7.86K - $8.2K
|
8.29K
$914K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
69+ 1.1% |
$7.43K - $7.75K
|
6.37K
$702K
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
68New |
$7.32K - $7.64K
|
68
$7.5K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
67+ 2.97% |
$7.21K - $7.53K
|
2.32K
$256K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
67+ 1.27% |
$7.21K - $7.53K
|
5.35K
$589K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
65+ 3.09% |
$7K - $7.3K
|
2.17K
$239K
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
61+ 1.76% |
$6.57K - $6.85K
|
3.53K
$389K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
61+ 3.24% |
$6.57K - $6.85K
|
1.94K
$214K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
60+ 15.67% |
$6.46K - $6.74K
|
443
$48.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
59+ 89.39% |
$6.35K - $6.63K
|
125
$13.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
59+ 0.73% |
$6.35K - $6.63K
|
8.14K
$897K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
59+ 2.49% |
$6.35K - $6.63K
|
2.43K
$268K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
58+ 2.4% |
$6.24K - $6.52K
|
2.48K
$273K
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
56+ 0.44% |
$6.03K - $6.29K
|
12.9K
$1.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
55+ 8.22% |
$5.92K - $6.18K
|
724
$79.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
50New |
$5.38K - $5.62K
|
50
$5.51K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
48+ 1.64% |
$5.17K - $5.39K
|
2.98K
$328K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
46+ 2.06% |
$4.95K - $5.17K
|
2.28K
$251K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
43+ 2.76% |
$4.63K - $4.83K
|
1.6K
$177K
|
|
|
Nov 13, 2025
Q3 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
41+ 0.96% |
$4.41K - $4.61K
|
4.32K
$476K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
40+ 3.13% |
$4.31K - $4.49K
|
1.32K
$145K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
39+ 0.44% |
$4.2K - $4.38K
|
8.96K
$988K
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
38+ 0.21% |
$4.09K - $4.27K
|
17.8K
$1.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
38New |
$4.09K - $4.27K
|
38
$4.19K
|
|
|
Nov 12, 2025
Q3 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
36+ 0.96% |
$3.88K - $4.04K
|
3.79K
$418K
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
33+ 1.39% |
$3.55K - $3.71K
|
2.41K
$265K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30New |
$3.23K - $3.37K
|
30
$3.31K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
30+ 68.18% |
$3.23K - $3.37K
|
74
$8.16K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
27+ 1.12% |
$2.91K - $3.03K
|
2.43K
$268K
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
25New |
$2.69K - $2.81K
|
25
$2.76K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
21+ 1.03% |
$2.26K - $2.36K
|
2.06K
$227K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21+ 3.95% |
$2.26K - $2.36K
|
552
$60.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
17+ 0.58% |
$1.83K - $1.91K
|
2.96K
$326K
|
|