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 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-135- 1.25% |
$14.4K - $14.9K
|
10.7K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-136- 2.34% |
$14.5K - $15K
|
5.67K
$604K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-148- 5.42% |
$15.8K - $16.4K
|
2.58K
$275K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-150- 0.75% |
$16K - $16.6K
|
19.8K
$2.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-150- 4.9% |
$16K - $16.6K
|
2.91K
$310K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-154- 29.17% |
$16.5K - $17K
|
374
$39.9K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-157- 3.61% |
$16.8K - $17.4K
|
4.19K
$447K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-170- 2.47% |
$18.2K - $18.8K
|
6.71K
$715K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-176- 2.48% |
$18.8K - $19.5K
|
6.91K
$736K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-177- 7.75% |
$18.9K - $19.6K
|
2.11K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-182- 6.37% |
$19.5K - $20.1K
|
2.67K
$285K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-188- 3.35% |
$20.1K - $20.8K
|
5.42K
$578K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-197- 4.86% |
$21.1K - $21.8K
|
3.86K
$411K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-200- 1.05% |
$21.4K - $22.1K
|
18.9K
$2.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-200- 9.5% |
$21.4K - $22.1K
|
1.91K
$203K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-208- 1.95% |
$22.3K - $23K
|
10.5K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-210- 0.52% |
$22.5K - $23.2K
|
39.8K
$4.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-211- 23.37% |
$22.6K - $23.3K
|
692
$73.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-213- 18.57% |
$22.8K - $23.6K
|
934
$99.6K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-218- 10.42% |
$23.3K - $24.1K
|
1.88K
$200K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-220- 0.08% |
$23.5K - $24.3K
|
262K
$28M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-223- 1.27% |
$23.9K - $24.7K
|
17.3K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-235- 0.78% |
$25.1K - $26K
|
30.1K
$3.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-239- 4.79% |
$25.6K - $26.4K
|
4.75K
$506K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-242- 1.71% |
$25.9K - $26.8K
|
13.9K
$1.49M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-242- 2.57% |
$25.9K - $26.8K
|
9.16K
$976K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-244- 3.95% |
$26.1K - $27K
|
5.93K
$632K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-248- 7.38% |
$26.5K - $27.4K
|
3.11K
$332K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-250- 0.14% |
$26.7K - $27.7K
|
184K
$19.6M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-251- 0.75% |
$26.9K - $27.8K
|
33.1K
$3.53M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-253- 1.37% |
$27.1K - $28K
|
18.2K
$1.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-253- 9.47% |
$27.1K - $28K
|
2.42K
$258K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-257- 7.9% |
$27.5K - $28.4K
|
3K
$319K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-268- 85.62% |
$28.7K - $29.6K
|
45
$4.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-274- 17.49% |
$29.3K - $30.3K
|
1.29K
$138K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-276- 1.47% |
$29.5K - $30.5K
|
18.4K
$1.97M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-280- 2.24% |
$30K - $31K
|
12.2K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-284- 10.67% |
$30.4K - $31.4K
|
2.38K
$253K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-287- 9.53% |
$30.7K - $31.8K
|
2.72K
$290K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-289- 5.57% |
$30.9K - $32K
|
4.9K
$522K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-295- 20.7% |
$31.6K - $32.6K
|
1.13K
$120K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-300- 13.17% |
$32.1K - $33.2K
|
1.98K
$211K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-304- 5.32% |
$32.5K - $33.6K
|
5.41K
$577K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-313- 38.5% |
$33.5K - $34.6K
|
500
$53.3K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-321- 4.38% |
$34.3K - $35.5K
|
7K
$746K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-326- 4.13% |
$34.9K - $36.1K
|
7.57K
$807K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-328- 8.11% |
$35.1K - $36.3K
|
3.72K
$396K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-351- 2.94% |
$37.5K - $38.8K
|
11.6K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-365- 3.7% |
$39K - $40.4K
|
9.5K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-367- 6.89% |
$39.3K - $40.6K
|
4.96K
$529K
|