Purchases and Sales Made in Q1 2024 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES IBOXX $ INVESTMENT GRA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
22New |
$2.35K - $2.43K
|
22
$2.35K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
22+ 0.29% |
$2.35K - $2.43K
|
7.54K
$804K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
19+ 0.61% |
$2.03K - $2.1K
|
3.15K
$335K
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
17+ 0.73% |
$1.82K - $1.88K
|
2.36K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
17+ 0.69% |
$1.82K - $1.88K
|
2.48K
$264K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
17New |
$1.82K - $1.88K
|
17
$1.81K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
15New |
$1.6K - $1.66K
|
15
$1.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
14+ 0.69% |
$1.5K - $1.55K
|
2.05K
$219K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.61% |
$1.39K - $1.44K
|
2.13K
$227K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
13+ 0.57% |
$1.39K - $1.44K
|
2.29K
$244K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
12+ 0.48% |
$1.28K - $1.33K
|
2.49K
$265K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
12New |
$1.28K - $1.33K
|
12
$1.28K
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
12+ 2.14% |
$1.28K - $1.33K
|
572
$61K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
11+ 0.39% |
$1.18K - $1.22K
|
2.84K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
11+ 44.0% |
$1.18K - $1.22K
|
36
$3.84K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11+ 0.62% |
$1.18K - $1.22K
|
1.79K
$191K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
11+ 0.12% |
$1.18K - $1.22K
|
8.84K
$943K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
10+ 0.49% |
$1.07K - $1.11K
|
2.03K
$217K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
9+ 0.36% |
$963 - $996
|
2.51K
$268K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
9+ 0.13% |
$963 - $996
|
7.02K
$749K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
9+ 0.06% |
$963 - $996
|
15.9K
$1.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
8+ 0.2% |
$856 - $885
|
3.91K
$417K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
8+ 0.35% |
$856 - $885
|
2.29K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
8+ 0.44% |
$856 - $885
|
1.85K
$197K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
8+ 2.73% |
$856 - $885
|
301
$32.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.78% |
$749 - $774
|
901
$96K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7+ 3.5% |
$749 - $774
|
207
$22.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5+ 0.2% |
$535 - $553
|
2.54K
$270K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
4+ 3.64% |
$428 - $443
|
114
$12.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
3+ 0.11% |
$321 - $332
|
2.72K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.03% |
$214 - $221
|
6.26K
$667K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$214 - $221
|
2
$213
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
2+ 0.08% |
$214 - $221
|
2.45K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$214 - $221
|
2.86K
$305K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.01% |
$107 - $111
|
18.8K
$2M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.02% |
$107 - $111
|
4.26K
$454K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.79% |
$107 - $111
|
127
$13.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.47% |
$107 - $111
|
214
$22.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1- 0.08% |
$107 - $111
|
1.23K
$132K
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-4- 0.14% |
$428 - $443
|
2.83K
$302K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-6- 40.0% |
$642 - $664
|
9
$959
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-7- 0.09% |
$749 - $774
|
8.08K
$862K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7- 0.04% |
$749 - $774
|
17.5K
$1.87M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 0.09% |
$1.07K - $1.11K
|
10.7K
$1.14M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-14- 1.65% |
$1.5K - $1.55K
|
836
$89.1K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-16- 42.11% |
$1.71K - $1.77K
|
22
$2.35K
|
|
|
Apr 22, 2024
Q1 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-16- 0.58% |
$1.71K - $1.77K
|
2.73K
$291K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-16- 11.43% |
$1.71K - $1.77K
|
124
$13.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-16- 11.27% |
$1.71K - $1.77K
|
126
$13.4K
|