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 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3K+ 3.17% |
$319K - $339K
|
97.5K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.99K+ 15.29% |
$318K - $338K
|
22.5K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
2.94KNew |
$313K - $332K
|
2.94K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.94KNew |
$313K - $332K
|
2.94K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
2.92K+ 32.85% |
$311K - $330K
|
11.8K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
2.92K+ 8.28% |
$311K - $330K
|
38.2K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.76K+ 1.87% |
$294K - $312K
|
151K
$16.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.67KNew |
$284K - $301K
|
2.67K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.66K+ 266.0% |
$283K - $301K
|
3.66K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2.66K+ 8.66% |
$283K - $301K
|
33.4K
$3.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
2.66KNew |
$283K - $301K
|
2.66K
$288K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.62K+ 5.87% |
$279K - $296K
|
47.2K
$5.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.61K+ 22.06% |
$278K - $295K
|
14.4K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.58K+ 18.6% |
$274K - $291K
|
16.4K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
2.58KNew |
$274K - $291K
|
2.58K
$279K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.57K+ 16.77% |
$274K - $291K
|
17.9K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.56KNew |
$273K - $289K
|
2.56K
$277K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.56K+ 18.1% |
$272K - $289K
|
16.7K
$1.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.55K+ 57.69% |
$272K - $289K
|
6.98K
$756K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
2.53K+ 13.33% |
$270K - $287K
|
21.5K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
2.49KNew |
$265K - $282K
|
2.49K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.49KNew |
$265K - $281K
|
2.49K
$269K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.46K+ 1.89% |
$262K - $278K
|
132K
$14.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.43K+ 5.49% |
$259K - $274K
|
46.6K
$5.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.42K+ 10.79% |
$258K - $274K
|
24.9K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.34K+ 21.72% |
$250K - $265K
|
13.1K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
2.33KNew |
$248K - $264K
|
2.33K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.3K+ 2.44% |
$245K - $260K
|
96.5K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.28K+ 3.96% |
$243K - $258K
|
59.8K
$6.48M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.23KNew |
$238K - $252K
|
2.23K
$242K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.18K+ 3.66% |
$232K - $246K
|
61.7K
$6.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
2.13KNew |
$227K - $240K
|
2.13K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.13KNew |
$226K - $240K
|
2.13K
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.13KNew |
$226K - $240K
|
2.13K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.12KNew |
$226K - $240K
|
2.12K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.11K+ 6.83% |
$225K - $239K
|
33K
$3.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.11K+ 2.91% |
$224K - $238K
|
74.5K
$8.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.11KNew |
$224K - $238K
|
2.11K
$228K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.11K+ 21.04% |
$224K - $238K
|
12.1K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
2.05KNew |
$219K - $232K
|
2.05K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
2.04KNew |
$217K - $230K
|
2.04K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.01K+ 97.48% |
$214K - $227K
|
4.07K
$441K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2K+ 1.49% |
$213K - $226K
|
136K
$14.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.96KNew |
$209K - $222K
|
1.96K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.96K+ 0.24% |
$209K - $222K
|
821K
$89M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.95KNew |
$208K - $221K
|
1.95K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.94K+ 8.37% |
$207K - $219K
|
25.1K
$2.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.94K+ 20.4% |
$207K - $219K
|
11.4K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.92K+ 109.62% |
$204K - $217K
|
3.66K
$397K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
1.91KNew |
$204K - $216K
|
1.91K
$207K
|