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 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
12KNew |
$1.27M - $1.35M
|
12K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11KNew |
$1.18M - $1.25M
|
11K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
11K+ 1.12% |
$1.17M - $1.24M
|
994K
$108M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$1.13M - $1.2M
|
10.6K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.5K+ 7.43% |
$1.11M - $1.18M
|
151K
$16.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.3K+ 17.85% |
$1.1M - $1.17M
|
68.2K
$7.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.2K+ 5.21% |
$1.09M - $1.16M
|
206K
$22.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.2K+ 10.87% |
$1.08M - $1.15M
|
104K
$11.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.95K+ 7.78% |
$1.06M - $1.13M
|
138K
$14.9M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
9.95K+ 16.48% |
$1.06M - $1.13M
|
70.3K
$7.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9.93K+ 6.94% |
$1.06M - $1.12M
|
153K
$16.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9.9K+ 4.21% |
$1.05M - $1.12M
|
245K
$26.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
9.84K+ 28.76% |
$1.05M - $1.11M
|
44.1K
$4.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.82K+ 3.2% |
$1.05M - $1.11M
|
316K
$34.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
9.7K+ 19.66% |
$1.03M - $1.1M
|
59.1K
$6.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.7K+ 5.45% |
$1.03M - $1.1M
|
188K
$20.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
9.59KNew |
$1.02M - $1.08M
|
9.59K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.52K+ 356.15% |
$1.01M - $1.08M
|
12.2K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
9.16K+ 486.72% |
$976K - $1.04M
|
11K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.05K+ 47.41% |
$965K - $1.02M
|
28.1K
$3.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
8.94KNew |
$952K - $1.01M
|
8.94K
$968K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.81K+ 2.68% |
$939K - $996K
|
337K
$36.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.79K+ 5.0% |
$937K - $994K
|
185K
$20M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.56K+ 118.85% |
$912K - $968K
|
15.8K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
8.55KNew |
$912K - $968K
|
8.55K
$927K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8.55K+ 4.4% |
$911K - $967K
|
203K
$22M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8.54KNew |
$910K - $966K
|
8.54K
$925K
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
8.46KNew |
$901K - $957K
|
8.46K
$916K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
8.38KNew |
$893K - $948K
|
8.38K
$908K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.37K+ 1.12% |
$892K - $947K
|
756K
$81.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
8.35K+ 4.03% |
$889K - $944K
|
215K
$23.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.31KNew |
$886K - $940K
|
8.31K
$900K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
8.11K+ 4.16% |
$865K - $918K
|
203K
$22M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
7.89K+ 27.34% |
$841K - $892K
|
36.8K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
7.78KNew |
$829K - $880K
|
7.78K
$843K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
7.77K+ 7.73% |
$827K - $878K
|
108K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.52K+ 200.99% |
$801K - $850K
|
11.3K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
7.48K+ 12.77% |
$797K - $845K
|
66K
$7.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
7.42KNew |
$791K - $840K
|
7.42K
$804K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7.33KNew |
$781K - $829K
|
7.33K
$794K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
7.31K+ 5.23% |
$779K - $827K
|
147K
$15.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
7.07K+ 7.11% |
$754K - $800K
|
107K
$11.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
7.04KNew |
$750K - $796K
|
7.04K
$763K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.88KNew |
$733K - $778K
|
6.88K
$745K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
6.84K+ 7.76% |
$728K - $773K
|
94.9K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.79K+ 6.99% |
$723K - $768K
|
104K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
6.7K+ 6.87% |
$714K - $758K
|
104K
$11.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.68K+ 39.34% |
$712K - $755K
|
23.7K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.6K+ 7.17% |
$703K - $746K
|
98.6K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
6.33K+ 5.94% |
$674K - $716K
|
113K
$12.2M
|