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 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.5% |
$210 - $224
|
405
$44.7K
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.04% |
$105 - $112
|
2.44K
$269K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.98MNew |
$196M - $218M
|
1.98M
$218M
|
|
|
Feb 14, 2023
Q4 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
1.07MNew |
$106M - $117M
|
1.07M
$118M
|
|
|
Feb 14, 2023
Q4 2022
|
Graticule Asia Macro Advisors LLC
New York, NY |
BUY
|
- |
740KNew |
$73.4M - $81.4M
|
740K
$81.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Korea
Seoul, M5 |
BUY
|
- |
396KNew |
$39.3M - $43.6M
|
396K
$43.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
255KNew |
$25.3M - $28.1M
|
255K
$28.1M
|
|
|
Feb 09, 2023
Q4 2022
|
First Eagle Investment Management, LLC
|
BUY
|
PUT |
200KNew |
$19.8M - $22M
|
200K
$22.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Amia Capital LLP
|
BUY
|
PUT |
200KNew |
$19.8M - $22M
|
200K
$22.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
88.6KNew |
$8.79M - $9.75M
|
88.6K
$9.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
88.3KNew |
$8.76M - $9.72M
|
88.3K
$9.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
68.6KNew |
$6.81M - $7.55M
|
68.6K
$7.56M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
65.6KNew |
$6.51M - $7.22M
|
65.6K
$7.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
58.8KNew |
$5.84M - $6.47M
|
58.8K
$6.49M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
45.5K+ 207.62% |
$4.52M - $5.01M
|
67.5K
$7.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
29.4KNew |
$2.92M - $3.24M
|
29.4K
$3.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
26.3KNew |
$2.61M - $2.89M
|
26.3K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
21.1KNew |
$2.1M - $2.33M
|
21.1K
$2.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Digital Bridge Group, Inc.
Boca Raton, FL |
BUY
|
PUT |
20.2KNew |
$2M - $2.22M
|
20.2K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
14.5K+ 88.35% |
$1.44M - $1.6M
|
30.9K
$3.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.4KNew |
$1.03M - $1.14M
|
10.4K
$1.14M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.86KNew |
$978K - $1.09M
|
9.86K
$1.09M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.93KNew |
$489K - $543K
|
4.93K
$544K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
4.9KNew |
$486K - $539K
|
4.9K
$540K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
4.57KNew |
$453K - $503K
|
4.57K
$504K
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.22KNew |
$320K - $354K
|
3.22K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.09KNew |
$307K - $340K
|
3.09K
$341K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
2.89KNew |
$287K - $318K
|
2.89K
$319K
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
2.8KNew |
$278K - $308K
|
2.8K
$309K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.37KNew |
$235K - $261K
|
2.37K
$261K
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.19KNew |
$217K - $241K
|
2.19K
$241K
|
|
|
Jan 23, 2023
Q4 2022
|
Members Capital Advisors Inc
|
BUY
|
- |
2.16KNew |
$214K - $237K
|
2.16K
$238K
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
BUY
|
- |
2.12KNew |
$211K - $234K
|
2.12K
$234K
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.11KNew |
$209K - $232K
|
2.11K
$232K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.91KNew |
$190K - $210K
|
1.91K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
963+ 19.34% |
$95.5K - $106K
|
5.94K
$655K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
750New |
$74.4K - $82.5K
|
750
$82.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
435New |
$43.2K - $47.9K
|
435
$48K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
400New |
$39.7K - $44K
|
400
$44.1K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
300New |
$29.8K - $33K
|
300
$33.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
300New |
$29.8K - $33K
|
300
$33.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
294+ 4.42% |
$29.2K - $32.3K
|
6.95K
$766K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
287+ 2.68% |
$28.5K - $31.6K
|
11K
$1.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
238+ 9.13% |
$23.6K - $26.2K
|
2.85K
$314K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
192New |
$19K - $21.1K
|
192
$21.2K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
169New |
$16.8K - $18.6K
|
169
$18.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
154New |
$15.3K - $16.9K
|
154
$17K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
151New |
$15K - $16.6K
|
151
$16.6K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
127New |
$12.6K - $14K
|
127
$14K
|
|