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 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-1.81K- 37.91% |
$194K - $200K
|
2.96K
$319K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.82K- 27.14% |
$195K - $202K
|
4.89K
$527K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.85K- 36.35% |
$198K - $205K
|
3.24K
$349K
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-1.85K- 25.98% |
$198K - $205K
|
5.27K
$568K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.85K- 2.14% |
$198K - $205K
|
84.6K
$9.12M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.9K- 15.62% |
$203K - $210K
|
10.2K
$1.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.9K- 5.75% |
$203K - $210K
|
31.1K
$3.36M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.9K- 9.53% |
$203K - $210K
|
18.1K
$1.95M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.91K- 29.64% |
$204K - $211K
|
4.53K
$489K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.94K- 36.92% |
$208K - $215K
|
3.32K
$357K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.99K- 6.93% |
$213K - $220K
|
26.8K
$2.88M
|
|
|
Jan 03, 2025
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-2K- 13.31% |
$214K - $221K
|
13K
$1.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-2K- 6.85% |
$214K - $222K
|
27.2K
$2.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-2.02K- 5.68% |
$216K - $224K
|
33.5K
$3.61M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.04K- 27.8% |
$218K - $225K
|
5.29K
$570K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.07K- 23.03% |
$221K - $229K
|
6.91K
$745K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.11K- 50.04% |
$226K - $233K
|
2.11K
$227K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-2.16K- 5.94% |
$231K - $238K
|
34.1K
$3.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.17K- 2.41% |
$232K - $240K
|
88K
$9.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.19K- 15.62% |
$234K - $242K
|
11.8K
$1.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.2K- 10.89% |
$235K - $243K
|
18K
$1.94M
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.23K- 14.09% |
$238K - $247K
|
13.6K
$1.46M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.25K- 38.82% |
$240K - $248K
|
3.54K
$381K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.25K- 40.9% |
$240K - $248K
|
3.25K
$350K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.27K- 78.41% |
$242K - $251K
|
624
$67.2K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.31K- 23.49% |
$247K - $255K
|
7.52K
$810K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.32K- 4.95% |
$248K - $256K
|
44.5K
$4.8M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.44K- 91.51% |
$260K - $269K
|
226
$24.4K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-2.44K- 91.26% |
$261K - $270K
|
234
$25.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.45K- 10.69% |
$262K - $271K
|
20.5K
$2.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-2.53K- 9.94% |
$270K - $280K
|
22.9K
$2.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-2.55K- 19.21% |
$273K - $282K
|
10.7K
$1.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.58K- 42.25% |
$276K - $286K
|
3.53K
$380K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 1.89% |
$277K - $287K
|
135K
$14.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-2.68K- 11.04% |
$286K - $296K
|
21.6K
$2.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.68K- 41.02% |
$287K - $297K
|
3.86K
$415K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.71K- 39.92% |
$289K - $299K
|
4.07K
$439K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.72K- 36.94% |
$291K - $301K
|
4.64K
$500K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.87K- 11.33% |
$307K - $318K
|
22.5K
$2.42M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.94K- 13.81% |
$314K - $325K
|
18.3K
$1.97M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.96K- 21.11% |
$316K - $327K
|
11K
$1.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-3K- 36.76% |
$320K - $331K
|
5.15K
$555K
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3K- 20.0% |
$321K - $332K
|
12K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3.19K- 10.95% |
$341K - $353K
|
26K
$2.8M
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-3.2KClosed |
$342K - $354K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-3.31K- 50.39% |
$354K - $366K
|
3.26K
$351K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-3.36K- 29.95% |
$360K - $372K
|
7.87K
$848K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.38K- 10.35% |
$361K - $374K
|
29.3K
$3.16M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-3.4K- 66.03% |
$364K - $376K
|
1.75K
$188K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3.59K- 90.05% |
$384K - $397K
|
397
$42.8K
|