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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.46K+ 16.85% |
$480K - $501K
|
30.9K
$3.41M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
4.46K+ 11.79% |
$480K - $501K
|
42.2K
$4.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
4.44K+ 18.19% |
$477K - $498K
|
28.8K
$3.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.39K+ 14.23% |
$473K - $494K
|
35.3K
$3.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
4.34K+ 6.53% |
$467K - $488K
|
70.8K
$7.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4.34KNew |
$467K - $487K
|
4.34K
$478K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.23K+ 22.03% |
$455K - $475K
|
23.4K
$2.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
4.22K+ 5.52% |
$454K - $474K
|
80.7K
$8.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.21K+ 41.49% |
$453K - $473K
|
14.3K
$1.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4.15K+ 4.58% |
$447K - $466K
|
94.7K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.06K+ 5.47% |
$437K - $456K
|
78.3K
$8.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.04K+ 66.68% |
$435K - $454K
|
10.1K
$1.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
4.01K+ 10.34% |
$432K - $450K
|
42.8K
$4.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
3.97KNew |
$427K - $446K
|
3.97K
$437K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
3.96K+ 5.24% |
$426K - $445K
|
79.4K
$8.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.9K+ 8.83% |
$420K - $439K
|
48.1K
$5.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
3.87KNew |
$417K - $435K
|
3.87K
$427K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
3.81KNew |
$410K - $428K
|
3.81K
$420K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
BUY
|
- |
3.8K+ 7.63% |
$409K - $426K
|
53.5K
$5.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
PUT |
3.7KNew |
$398K - $416K
|
3.7K
$408K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.61K+ 2.21% |
$389K - $406K
|
167K
$18.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.61KNew |
$388K - $405K
|
3.61K
$397K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.6K+ 1.86% |
$388K - $405K
|
198K
$21.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
3.58K+ 13.99% |
$385K - $402K
|
29.2K
$3.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.56KNew |
$383K - $399K
|
3.56K
$392K
|
|
|
Nov 10, 2025
Q3 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.55K+ 11.62% |
$382K - $399K
|
34.1K
$3.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.5K+ 11.74% |
$377K - $394K
|
33.3K
$3.68M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
3.33K+ 4.78% |
$359K - $374K
|
73.1K
$8.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.3K+ 8.43% |
$356K - $371K
|
42.5K
$4.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
3.26KNew |
$351K - $367K
|
3.26K
$360K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.23KNew |
$348K - $363K
|
3.23K
$356K
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.23KNew |
$347K - $362K
|
3.23K
$356K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.22K+ 2.29% |
$347K - $362K
|
144K
$15.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.21K+ 4.53% |
$346K - $361K
|
74K
$8.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.18K+ 4.45% |
$342K - $357K
|
74.5K
$8.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.17KNew |
$341K - $356K
|
3.17K
$349K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.15K+ 33.41% |
$339K - $354K
|
12.6K
$1.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
3.14K+ 9.1% |
$338K - $352K
|
37.6K
$4.15M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.12K+ 57.37% |
$336K - $350K
|
8.55K
$943K
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.11KNew |
$335K - $349K
|
3.11K
$343K
|
|
|
Dec 22, 2025
Q3 2025
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
BUY
|
- |
3.08K+ 23.4% |
$332K - $347K
|
16.3K
$1.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
3.06K+ 3.43% |
$329K - $343K
|
92.2K
$10.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.05KNew |
$328K - $343K
|
3.05K
$336K
|
|
|
Nov 12, 2025
Q3 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
3.02K+ 1510.0% |
$325K - $339K
|
3.22K
$355K
|
|
|
Nov 13, 2025
Q3 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
3.02K+ 3.07% |
$325K - $339K
|
101K
$11.2M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3KNew |
$323K - $337K
|
3K
$331K
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.96K+ 25.46% |
$318K - $332K
|
14.6K
$1.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.92K+ 66.86% |
$314K - $328K
|
7.29K
$804K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.88K+ 48.83% |
$310K - $323K
|
8.77K
$966K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.87K+ 1.86% |
$309K - $323K
|
157K
$17.3M
|
|