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 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
122New |
$12.9K - $13.9K
|
122
$13.5K
|
|
|
Oct 03, 2024
Q3 2024
|
Pacific Wealth Management
|
BUY
|
- |
121+ 1.42% |
$12.8K - $13.8K
|
8.64K
$952K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
102New |
$10.8K - $11.6K
|
102
$11.2K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
100New |
$10.6K - $11.4K
|
100
$11K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
66+ 0.75% |
$7K - $7.51K
|
8.87K
$977K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
51+ 2.62% |
$5.41K - $5.8K
|
2K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
42New |
$4.46K - $4.78K
|
42
$4.63K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
41New |
$4.35K - $4.66K
|
41
$4.52K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
25+ 1.08% |
$2.65K - $2.84K
|
2.35K
$259K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25+ 0.46% |
$2.65K - $2.84K
|
5.43K
$599K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
23New |
$2.44K - $2.62K
|
23
$2.54K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
20New |
$2.12K - $2.27K
|
20
$2.21K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14New |
$1.49K - $1.59K
|
14
$1.54K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
11New |
$1.17K - $1.25K
|
11
$1.21K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
8+ 0.08% |
$849 - $910
|
10.5K
$1.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4New |
$424 - $455
|
4
$441
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$106 - $114
|
2.87K
$316K
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
550KNew |
$57.5M - $59.7M
|
550K
$60.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
PUT |
500KNew |
$52.3M - $54.2M
|
500K
$55.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
192KNew |
$20.1M - $20.9M
|
192K
$21.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
95.2KNew |
$9.95M - $10.3M
|
95.2K
$10.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
16.6KNew |
$1.74M - $1.8M
|
16.6K
$1.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
12.3KNew |
$1.28M - $1.33M
|
12.3K
$1.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
5.69KNew |
$595K - $618K
|
5.69K
$628K
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
4.28K+ 60.4% |
$448K - $465K
|
11.4K
$1.25M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$286K - $297K
|
2.74K
$302K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.69KNew |
$281K - $292K
|
2.69K
$296K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.66K+ 4.39% |
$278K - $288K
|
63.2K
$6.97M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
2.28K+ 3.12% |
$238K - $247K
|
75.4K
$8.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.19KNew |
$229K - $237K
|
2.19K
$241K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
979+ 46.01% |
$102K - $106K
|
3.11K
$343K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
777New |
$81.2K - $84.3K
|
777
$85.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
736+ 20.4% |
$76.9K - $79.8K
|
4.34K
$479K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
718New |
$75.1K - $77.9K
|
718
$79.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
562New |
$58.8K - $61K
|
562
$62K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
188New |
$19.7K - $20.4K
|
188
$20.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
151New |
$15.8K - $16.4K
|
151
$16.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
126New |
$13.2K - $13.7K
|
126
$13.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
119New |
$12.4K - $12.9K
|
119
$13.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
65New |
$6.8K - $7.05K
|
65
$7.17K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
60New |
$6.27K - $6.51K
|
60
$6.62K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
56New |
$5.85K - $6.07K
|
56
$6.17K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
54New |
$5.65K - $5.86K
|
54
$5.95K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
37+ 3.96% |
$3.87K - $4.01K
|
971
$107K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
19+ 24.36% |
$1.99K - $2.06K
|
97
$10.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
15New |
$1.57K - $1.63K
|
15
$1.65K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12New |
$1.25K - $1.3K
|
12
$1.32K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3New |
$314 - $325
|
3
$331
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
PUT |
6MNew |
$642M - $664M
|
6M
$662M
|
|
|
May 15, 2024
Q1 2024
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
CALL |
1.5MNew |
$160M - $166M
|
1.5M
$165M
|
|