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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
6.25KNew |
$666K - $707K
|
6.25K
$677K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.06KNew |
$646K - $685K
|
6.06K
$656K
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
6.04K+ 8.15% |
$644K - $683K
|
80.2K
$8.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
5.92K+ 1.75% |
$631K - $669K
|
343K
$37.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
5.87KNew |
$626K - $664K
|
5.87K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.74K+ 1.78% |
$612K - $649K
|
328K
$35.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
5.63K+ 2.56% |
$600K - $636K
|
225K
$24.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.55K+ 39.88% |
$591K - $627K
|
19.5K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.48K+ 2.19% |
$584K - $619K
|
255K
$27.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
5.42K+ 18.75% |
$577K - $613K
|
34.3K
$3.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.37K+ 78.34% |
$573K - $608K
|
12.2K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.36KNew |
$571K - $607K
|
5.36K
$581K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.31K+ 7.58% |
$566K - $600K
|
75.3K
$8.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.28K+ 19.02% |
$562K - $597K
|
33K
$3.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.19K+ 5.41% |
$553K - $587K
|
101K
$11M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.17KNew |
$551K - $585K
|
5.17K
$560K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.11K+ 78.09% |
$544K - $578K
|
11.6K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
4.97KNew |
$530K - $562K
|
4.97K
$539K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.89K+ 12.41% |
$521K - $553K
|
44.2K
$4.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4.83KNew |
$514K - $546K
|
4.83K
$523K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.8K+ 12.72% |
$511K - $542K
|
42.5K
$4.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
4.67KNew |
$498K - $528K
|
4.67K
$506K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.62K+ 120.83% |
$492K - $522K
|
8.44K
$914K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
4.44K+ 3.94% |
$473K - $502K
|
117K
$12.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.31K+ 18.21% |
$459K - $487K
|
27.9K
$3.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.29K+ 5.46% |
$457K - $485K
|
82.9K
$8.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.22KNew |
$450K - $477K
|
4.22K
$457K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
4KNew |
$426K - $452K
|
4K
$433K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
3.9KNew |
$415K - $441K
|
3.9K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.88K+ 78.29% |
$414K - $439K
|
8.85K
$958K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.8K+ 6.91% |
$405K - $429K
|
58.8K
$6.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.77K+ 71.56% |
$402K - $427K
|
9.04K
$980K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
3.69K+ 20.08% |
$393K - $417K
|
22.1K
$2.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.67KNew |
$391K - $415K
|
3.67K
$398K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.65K+ 3.18% |
$389K - $413K
|
118K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.64K+ 15.97% |
$388K - $412K
|
26.4K
$2.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.6K+ 5.79% |
$384K - $407K
|
65.8K
$7.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.59KNew |
$382K - $405K
|
3.59K
$388K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.58K+ 21.18% |
$381K - $405K
|
20.5K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
3.39KNew |
$361K - $383K
|
3.39K
$367K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.38KNew |
$360K - $382K
|
3.38K
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.34K+ 50.91% |
$356K - $378K
|
9.91K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.32K+ 5.37% |
$353K - $375K
|
65K
$7.05M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.31KNew |
$353K - $375K
|
3.31K
$359K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.26K+ 1.49% |
$348K - $369K
|
222K
$24M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3.23KNew |
$344K - $365K
|
3.23K
$350K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
3.22K+ 5.67% |
$343K - $364K
|
60.1K
$6.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
3.09K+ 34.5% |
$329K - $349K
|
12K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
3.09KNew |
$329K - $349K
|
3.09K
$334K
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
3.01KNew |
$321K - $340K
|
3.01K
$326K
|