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 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-865- 25.64% |
$92.5K - $95.7K
|
2.51K
$268K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-888- 27.97% |
$95K - $98.2K
|
2.29K
$244K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-939- 5.93% |
$100K - $104K
|
14.9K
$1.59M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-969- 25.76% |
$104K - $107K
|
2.79K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.01K- 1.09% |
$108K - $112K
|
91.5K
$9.77M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.02K- 62.14% |
$109K - $112K
|
619
$66.1K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.02K- 0.74% |
$109K - $113K
|
136K
$14.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.02K- 22.9% |
$109K - $113K
|
3.44K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.04K- 27.66% |
$111K - $115K
|
2.72K
$290K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 1.92% |
$112K - $116K
|
53.7K
$5.73M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.05K- 33.33% |
$112K - $116K
|
2.1K
$224K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.06K- 94.13% |
$113K - $117K
|
66
$7.05K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.06K- 32.57% |
$113K - $117K
|
2.19K
$234K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.06K- 5.81% |
$114K - $117K
|
17.2K
$1.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 12.54% |
$114K - $118K
|
7.44K
$794K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.08K- 1.24% |
$116K - $119K
|
85.8K
$9.16M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.09K- 7.24% |
$116K - $120K
|
13.9K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.1K- 30.82% |
$118K - $122K
|
2.48K
$265K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.11K- 5.22% |
$119K - $123K
|
20.2K
$2.16M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.15K- 33.52% |
$123K - $128K
|
2.29K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.21K- 39.69% |
$130K - $134K
|
1.84K
$196K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.22K- 5.19% |
$130K - $135K
|
22.3K
$2.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.23K- 32.99% |
$132K - $136K
|
2.5K
$267K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.24K- 15.65% |
$132K - $137K
|
6.66K
$711K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.29K- 2.85% |
$137K - $142K
|
43.8K
$4.68M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.32K- 18.93% |
$142K - $146K
|
5.67K
$605K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.37K- 24.94% |
$147K - $152K
|
4.13K
$441K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.4K- 13.71% |
$150K - $155K
|
8.83K
$943K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.41K- 18.32% |
$150K - $155K
|
6.27K
$669K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.42K- 33.05% |
$152K - $157K
|
2.88K
$307K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.43K- 66.2% |
$153K - $158K
|
730
$77.9K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.44K- 37.04% |
$154K - $160K
|
2.45K
$262K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.45K- 36.44% |
$155K - $160K
|
2.53K
$270K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.47K- 5.88% |
$157K - $162K
|
23.4K
$2.5M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.47K- 6.74% |
$157K - $163K
|
20.4K
$2.17M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.52K- 10.97% |
$162K - $168K
|
12.3K
$1.31M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.52K- 9.66% |
$163K - $168K
|
14.2K
$1.52M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 76.26% |
$165K - $171K
|
481
$51.4K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.61K- 14.79% |
$172K - $178K
|
9.27K
$989K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.64K- 41.21% |
$176K - $182K
|
2.34K
$250K
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-1.7K- 12.14% |
$182K - $188K
|
12.3K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.73K- 75.11% |
$185K - $191K
|
573
$61.2K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.76K- 8.96% |
$188K - $195K
|
17.9K
$1.91M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-1.81K- 37.91% |
$194K - $200K
|
2.96K
$316K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.82K- 27.14% |
$195K - $202K
|
4.89K
$522K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.85K- 36.35% |
$198K - $205K
|
3.24K
$346K
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-1.85K- 25.98% |
$198K - $205K
|
5.27K
$563K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.85K- 2.14% |
$198K - $205K
|
84.6K
$9.03M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.9K- 15.62% |
$203K - $210K
|
10.2K
$1.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.9K- 5.75% |
$203K - $210K
|
31.1K
$3.32M
|