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 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.9K- 9.53% |
$203K - $210K
|
18.1K
$1.93M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.91K- 29.64% |
$204K - $211K
|
4.53K
$483K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.94K- 36.92% |
$208K - $215K
|
3.32K
$353K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.99K- 6.93% |
$213K - $220K
|
26.8K
$2.85M
|
|
|
Jan 03, 2025
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-2K- 13.31% |
$214K - $221K
|
13K
$1.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-2K- 6.85% |
$214K - $222K
|
27.2K
$2.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-2.02K- 5.68% |
$216K - $224K
|
33.5K
$3.57M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.04K- 27.8% |
$218K - $225K
|
5.29K
$564K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.07K- 23.03% |
$221K - $229K
|
6.91K
$737K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.11K- 50.04% |
$226K - $233K
|
2.11K
$224K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-2.16K- 5.94% |
$231K - $238K
|
34.1K
$3.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.17K- 2.41% |
$232K - $240K
|
88K
$9.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.19K- 15.62% |
$234K - $242K
|
11.8K
$1.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.2K- 10.89% |
$235K - $243K
|
18K
$1.92M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.25K- 38.82% |
$240K - $248K
|
3.54K
$377K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.25K- 40.9% |
$240K - $248K
|
3.25K
$346K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.27K- 78.41% |
$242K - $251K
|
624
$66.5K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.31K- 23.49% |
$247K - $255K
|
7.52K
$801K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.32K- 4.95% |
$248K - $256K
|
44.5K
$4.75M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.44K- 91.51% |
$260K - $269K
|
226
$24.1K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-2.44K- 91.26% |
$261K - $270K
|
234
$24.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.45K- 10.69% |
$262K - $271K
|
20.5K
$2.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-2.53K- 9.94% |
$270K - $280K
|
22.9K
$2.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-2.55K- 19.21% |
$273K - $282K
|
10.7K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.58K- 42.25% |
$276K - $286K
|
3.53K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 1.89% |
$277K - $287K
|
135K
$14.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-2.68K- 11.04% |
$286K - $296K
|
21.6K
$2.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.68K- 41.02% |
$287K - $297K
|
3.86K
$411K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.71K- 39.92% |
$289K - $299K
|
4.07K
$434K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.72K- 36.94% |
$291K - $301K
|
4.64K
$495K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.87K- 11.33% |
$307K - $318K
|
22.5K
$2.4M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.94K- 13.81% |
$314K - $325K
|
18.3K
$1.95M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.96K- 21.11% |
$316K - $327K
|
11K
$1.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-3K- 36.76% |
$320K - $331K
|
5.15K
$549K
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3K- 20.0% |
$321K - $332K
|
12K
$1.28M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3.19K- 10.95% |
$341K - $353K
|
26K
$2.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-3.31K- 50.39% |
$354K - $366K
|
3.26K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-3.36K- 29.95% |
$360K - $372K
|
7.87K
$839K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.38K- 10.35% |
$361K - $374K
|
29.3K
$3.12M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-3.4K- 66.03% |
$364K - $376K
|
1.75K
$186K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.68K- 17.08% |
$393K - $407K
|
17.8K
$1.9M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-3.76K- 11.36% |
$402K - $416K
|
29.4K
$3.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-3.78K- 3.93% |
$405K - $418K
|
92.3K
$9.84M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-3.81K- 0.96% |
$408K - $422K
|
394K
$42M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.83K- 23.16% |
$410K - $423K
|
12.7K
$1.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.84K- 23.68% |
$410K - $424K
|
12.4K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-4.05K- 53.07% |
$433K - $448K
|
3.58K
$382K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.1K- 0.3% |
$438K - $453K
|
1.34M
$143M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4.2K- 8.09% |
$450K - $465K
|
47.8K
$5.09M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.24K- 12.75% |
$454K - $469K
|
29K
$3.09M
|