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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-379- 87.73% |
$40.5K - $41.9K
|
53
$5.65K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-392- 11.35% |
$41.9K - $43.4K
|
3.06K
$327K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-396- 0.54% |
$42.4K - $43.8K
|
73.1K
$7.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-397- 4.77% |
$42.5K - $43.9K
|
7.92K
$844K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-405- 6.34% |
$43.3K - $44.8K
|
5.99K
$638K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-408- 83.95% |
$43.6K - $45.1K
|
78
$8.31K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-410- 80.39% |
$43.9K - $45.4K
|
100
$10.7K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-421- 8.99% |
$45K - $46.6K
|
4.26K
$454K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-424- 15.7% |
$45.4K - $46.9K
|
2.28K
$243K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-427- 6.47% |
$45.7K - $47.2K
|
6.17K
$658K
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-431- 2.49% |
$46.1K - $47.7K
|
16.9K
$1.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-446- 18.12% |
$47.7K - $49.3K
|
2.02K
$215K
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-471- 5.61% |
$50.4K - $52.1K
|
7.92K
$844K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-476- 0.99% |
$50.9K - $52.7K
|
47.8K
$5.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-482- 1.15% |
$51.6K - $53.3K
|
41.6K
$4.43M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-484- 24.76% |
$51.8K - $53.5K
|
1.47K
$157K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-489- 0.92% |
$52.3K - $54.1K
|
52.4K
$5.59M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-497- 95.21% |
$53.2K - $55K
|
25
$2.67K
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-500- 9.43% |
$53.5K - $55.3K
|
4.8K
$512K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-503- 5.33% |
$53.8K - $55.6K
|
8.93K
$952K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-503- 97.1% |
$53.8K - $55.6K
|
15
$1.6K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-505- 17.2% |
$54K - $55.9K
|
2.43K
$259K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-516- 5.67% |
$55.2K - $57.1K
|
8.59K
$915K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-521- 70.12% |
$55.7K - $57.6K
|
222
$23.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-521- 4.87% |
$55.7K - $57.6K
|
10.2K
$1.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-560- 2.43% |
$59.9K - $62K
|
22.5K
$2.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-572- 37.22% |
$61.2K - $63.3K
|
965
$103K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-573- 12.64% |
$61.3K - $63.4K
|
3.96K
$422K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-608- 0.36% |
$65K - $67.3K
|
170K
$18.1M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-619- 6.97% |
$66.2K - $68.5K
|
8.26K
$880K
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-619- 12.51% |
$66.2K - $68.5K
|
4.33K
$461K
|
|
|
Apr 09, 2024
Q1 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-624- 15.22% |
$66.8K - $69K
|
3.48K
$371K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-646- 20.85% |
$69.1K - $71.5K
|
2.45K
$261K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-646- 3.64% |
$69.1K - $71.5K
|
17.1K
$1.82M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-649- 58.89% |
$69.4K - $71.8K
|
453
$48.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-651- 3.77% |
$69.6K - $72K
|
16.6K
$1.77M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-671- 4.83% |
$71.8K - $74.2K
|
13.2K
$1.41M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-718- 7.12% |
$76.8K - $79.4K
|
9.37K
$999K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-721- 2.24% |
$77.1K - $79.8K
|
31.4K
$3.35M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-729- 1.81% |
$78K - $80.6K
|
39.5K
$4.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-749- 52.52% |
$80.1K - $82.9K
|
677
$72.2K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-788- 4.74% |
$84.3K - $87.2K
|
15.8K
$1.69M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-793- 2.9% |
$84.8K - $87.7K
|
26.6K
$2.83M
|
|
|
May 03, 2024
Q1 2024
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-800- 6.16% |
$85.6K - $88.5K
|
12.2K
$1.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-803- 9.1% |
$85.9K - $88.8K
|
8.03K
$855K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-807- 1.09% |
$86.3K - $89.3K
|
73.2K
$7.8M
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-819- 2.8% |
$87.6K - $90.6K
|
28.4K
$3.03M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-853- 11.75% |
$91.3K - $94.4K
|
6.41K
$683K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-863- 1.35% |
$92.3K - $95.5K
|
63.1K
$6.73M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-864- 12.94% |
$92.4K - $95.6K
|
5.81K
$620K
|