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 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.68K- 17.08% |
$393K - $407K
|
17.8K
$1.92M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-3.76K- 11.36% |
$402K - $416K
|
29.4K
$3.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-3.78K- 3.93% |
$405K - $418K
|
92.3K
$9.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-3.81K- 0.96% |
$408K - $422K
|
394K
$42.5M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.83K- 23.16% |
$410K - $423K
|
12.7K
$1.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.84K- 23.68% |
$410K - $424K
|
12.4K
$1.33M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-4.05K- 53.07% |
$433K - $448K
|
3.58K
$386K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.1K- 0.3% |
$438K - $453K
|
1.34M
$144M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4.2K- 8.09% |
$450K - $465K
|
47.8K
$5.15M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.24K- 12.75% |
$454K - $469K
|
29K
$3.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.31K- 57.11% |
$462K - $477K
|
3.24K
$349K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.43K- 21.78% |
$474K - $490K
|
15.9K
$1.71M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-4.49KClosed |
$480K - $497K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-4.49K- 14.08% |
$481K - $497K
|
27.4K
$2.96M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.65K- 62.39% |
$498K - $515K
|
2.8K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4.72K- 7.54% |
$505K - $522K
|
57.9K
$6.24M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.02K- 57.68% |
$537K - $555K
|
3.68K
$397K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-5.07K- 50.5% |
$542K - $561K
|
4.97K
$536K
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-5.3K- 24.22% |
$567K - $586K
|
16.6K
$1.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.31K- 37.82% |
$568K - $587K
|
8.73K
$941K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-5.34K- 3.81% |
$571K - $590K
|
135K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.37KClosed |
$574K - $594K
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-5.37K- 23.08% |
$575K - $594K
|
17.9K
$1.93M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.39K- 38.07% |
$577K - $596K
|
8.77K
$945K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-5.48K- 38.72% |
$587K - $607K
|
8.68K
$935K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.51K- 50.63% |
$589K - $609K
|
5.37K
$579K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.98K- 34.8% |
$640K - $662K
|
11.2K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.05K- 41.54% |
$647K - $669K
|
8.52K
$918K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.18K- 87.73% |
$661K - $683K
|
864
$93.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.46K- 14.08% |
$691K - $715K
|
39.4K
$4.25M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.5K- 74.63% |
$695K - $719K
|
2.21K
$238K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.55K- 2.81% |
$701K - $725K
|
227K
$24.4M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-6.63K- 4.32% |
$709K - $733K
|
147K
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-6.66K- 74.59% |
$713K - $737K
|
2.27K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-6.68K- 29.24% |
$715K - $739K
|
16.2K
$1.74M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-6.68K- 41.0% |
$715K - $739K
|
9.61K
$1.04M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.7K- 43.5% |
$717K - $741K
|
8.7K
$937K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-6.72K- 45.32% |
$719K - $743K
|
8.11K
$874K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.73K- 7.61% |
$719K - $744K
|
81.7K
$8.8M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-6.86K- 2.45% |
$734K - $759K
|
274K
$29.5M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.87K- 24.55% |
$735K - $760K
|
21.1K
$2.28M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.05K- 60.05% |
$754K - $780K
|
4.69K
$505K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-7.06K- 22.76% |
$755K - $781K
|
24K
$2.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-7.27K- 28.21% |
$777K - $804K
|
18.5K
$1.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.45K- 13.33% |
$797K - $824K
|
48.4K
$5.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.5K- 38.67% |
$802K - $830K
|
11.9K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-7.8K- 65.41% |
$835K - $863K
|
4.13K
$445K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.72K- 21.63% |
$933K - $964K
|
31.6K
$3.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-8.72K- 78.17% |
$933K - $965K
|
2.44K
$262K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.93K- 86.29% |
$956K - $988K
|
1.42K
$153K
|