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 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11.3K- 62.83% |
$1.21M - $1.25M
|
6.66K
$710K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11.4K- 40.5% |
$1.22M - $1.27M
|
16.8K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-11.5K- 67.29% |
$1.23M - $1.28M
|
5.61K
$598K
|
|
|
Apr 29, 2024
Q1 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-11.6K- 32.6% |
$1.24M - $1.29M
|
24.1K
$2.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-11.8K- 54.63% |
$1.27M - $1.31M
|
9.83K
$1.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-12K- 41.85% |
$1.29M - $1.33M
|
16.7K
$1.78M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-12.4K- 48.14% |
$1.32M - $1.37M
|
13.3K
$1.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-12.7K- 65.71% |
$1.36M - $1.4M
|
6.62K
$705K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-12.7K- 35.53% |
$1.36M - $1.41M
|
23.1K
$2.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 17.44% |
$1.38M - $1.43M
|
61.1K
$6.51M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13.6K- 72.44% |
$1.45M - $1.5M
|
5.16K
$550K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-13.6K- 60.29% |
$1.45M - $1.5M
|
8.94K
$953K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-13.6K- 55.86% |
$1.45M - $1.5M
|
10.7K
$1.15M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-14.3K- 70.35% |
$1.53M - $1.58M
|
6.01K
$641K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.6K- 57.18% |
$1.57M - $1.62M
|
11K
$1.17M
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-15.1K- 25.83% |
$1.61M - $1.67M
|
43.3K
$4.61M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-15.2K- 18.9% |
$1.63M - $1.68M
|
65.3K
$6.96M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-15.3K- 82.87% |
$1.64M - $1.69M
|
3.16K
$337K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15.3K- 97.51% |
$1.64M - $1.69M
|
391
$41.7K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
SELL
|
- |
-15.4K- 25.51% |
$1.64M - $1.7M
|
44.9K
$4.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-15.5K- 8.75% |
$1.65M - $1.71M
|
161K
$17.2M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-16.2K- 2.46% |
$1.73M - $1.79M
|
640K
$68.2M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-16.7K- 57.2% |
$1.79M - $1.85M
|
12.5K
$1.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-16.9K- 62.59% |
$1.8M - $1.86M
|
10.1K
$1.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-17.3K- 11.34% |
$1.85M - $1.91M
|
135K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-17.4K- 18.85% |
$1.86M - $1.92M
|
74.8K
$7.98M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-17.6K- 17.02% |
$1.88M - $1.95M
|
85.8K
$9.15M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-18.6K- 42.97% |
$1.98M - $2.05M
|
24.6K
$2.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-18.9K- 7.3% |
$2.03M - $2.1M
|
240K
$25.6M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-19.2K- 53.45% |
$2.06M - $2.13M
|
16.7K
$1.78M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-19.5K- 69.59% |
$2.08M - $2.15M
|
8.51K
$907K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-19.6K- 51.98% |
$2.1M - $2.17M
|
18.1K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20K- 15.68% |
$2.14M - $2.21M
|
107K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-20.1K- 18.42% |
$2.15M - $2.23M
|
89.2K
$9.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-20.4K- 77.58% |
$2.19M - $2.26M
|
5.91K
$630K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-20.5K- 87.73% |
$2.19M - $2.27M
|
2.87K
$306K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20.6K- 17.86% |
$2.2M - $2.28M
|
94.8K
$10.1M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-20.7K- 39.82% |
$2.21M - $2.29M
|
31.2K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-21K- 30.84% |
$2.24M - $2.32M
|
47K
$5.01M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-21.5K- 6.18% |
$2.3M - $2.38M
|
327K
$34.9M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22.2K- 46.35% |
$2.37M - $2.45M
|
25.7K
$2.74M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-23.3K- 59.71% |
$2.49M - $2.58M
|
15.7K
$1.68M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-23.5K- 84.02% |
$2.52M - $2.6M
|
4.47K
$477K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-23.9K- 5.37% |
$2.56M - $2.64M
|
421K
$44.9M
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-24.1K- 90.62% |
$2.58M - $2.67M
|
2.5K
$266K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-24.2K- 9.87% |
$2.59M - $2.68M
|
221K
$23.6M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-25.9K- 6.57% |
$2.77M - $2.86M
|
368K
$39.2M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-26.3K- 84.59% |
$2.81M - $2.91M
|
4.79K
$511K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-29.5K- 44.15% |
$3.16M - $3.27M
|
37.4K
$3.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-29.7K- 48.65% |
$3.18M - $3.29M
|
31.3K
$3.34M
|