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 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
113KNew |
$12M - $12.5M
|
113K
$12.6M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
101K+ 15.0% |
$10.8M - $11.2M
|
776K
$87.2M
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
96.9K+ 7.95% |
$10.4M - $10.7M
|
1.32M
$148M
|
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
96.4KNew |
$10.3M - $10.7M
|
96.4K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
93.9KNew |
$10M - $10.4M
|
93.9K
$10.6M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
93.2KNew |
$9.97M - $10.3M
|
93.2K
$10.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
91.4K+ 179.22% |
$9.78M - $10.1M
|
142K
$16M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
89.5K+ 212.59% |
$9.58M - $9.91M
|
132K
$14.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
86.6K+ 74.87% |
$9.27M - $9.58M
|
202K
$22.7M
|
|
|
May 07, 2024
Q1 2024
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
86KNew |
$9.2M - $9.51M
|
86K
$9.66M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
82.2KNew |
$8.8M - $9.1M
|
82.2K
$9.24M
|
|
|
Aug 29, 2024
Q1 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
81.8KNew |
$8.75M - $9.05M
|
81.8K
$9.19M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
80.3K+ 13.51% |
$8.59M - $8.89M
|
675K
$75.8M
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
77.4K+ 7.57% |
$8.28M - $8.56M
|
1.1M
$124M
|
|
|
Apr 30, 2024
Q1 2024
|
National Mutual Funds Management LTD
Sydney, C3 |
BUY
|
- |
77.2K+ 79.92% |
$8.26M - $8.54M
|
174K
$19.5M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
73.1KNew |
$7.82M - $8.08M
|
73.1K
$8.21M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
71.3K+ 76.88% |
$7.63M - $7.89M
|
164K
$18.4M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
69.7KNew |
$7.46M - $7.71M
|
69.7K
$7.83M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
67.2K+ 848.46% |
$7.19M - $7.44M
|
75.2K
$8.44M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
65.6KNew |
$7.02M - $7.26M
|
65.6K
$7.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
64.5KNew |
$6.9M - $7.14M
|
64.5K
$7.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
60.6K+ 16.74% |
$6.48M - $6.7M
|
422K
$47.4M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
60.2KNew |
$6.44M - $6.66M
|
60.2K
$6.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
57.6K+ 19.83% |
$6.17M - $6.38M
|
348K
$39.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
57.4KNew |
$6.14M - $6.35M
|
57.4K
$6.45M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
54.2K+ 29.76% |
$5.8M - $6M
|
236K
$26.5M
|
|
|
May 14, 2024
Q1 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
53.2K+ 5.54% |
$5.69M - $5.89M
|
1.01M
$114M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51K+ 19.2% |
$5.45M - $5.64M
|
316K
$35.5M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
50.1K+ 66.0% |
$5.36M - $5.55M
|
126K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
48.9K+ 137.1% |
$5.23M - $5.41M
|
84.6K
$9.51M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
47.6K+ 305.64% |
$5.1M - $5.27M
|
63.2K
$7.1M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
47.2K+ 74.01% |
$5.05M - $5.22M
|
111K
$12.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
47K+ 22.53% |
$5.03M - $5.2M
|
256K
$28.7M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
46.3K+ 24643.62% |
$4.96M - $5.13M
|
46.5K
$5.23M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
45.7K+ 203.11% |
$4.88M - $5.05M
|
68.1K
$7.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45.5K+ 10.77% |
$4.87M - $5.04M
|
468K
$52.6M
|
|
|
May 14, 2024
Q1 2024
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
42.5KNew |
$4.55M - $4.7M
|
42.5K
$4.77M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
42.2K+ 45.22% |
$4.51M - $4.67M
|
135K
$15.2M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
41.5KNew |
$4.44M - $4.59M
|
41.5K
$4.66M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
35.6K+ 580.93% |
$3.81M - $3.94M
|
41.7K
$4.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
35.4K+ 1004.08% |
$3.79M - $3.92M
|
39K
$4.38M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
35.4K+ 54.77% |
$3.79M - $3.92M
|
100K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.2K+ 23.07% |
$3.55M - $3.67M
|
177K
$19.9M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
33K+ 118.53% |
$3.53M - $3.65M
|
60.8K
$6.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
32.7KNew |
$3.49M - $3.61M
|
32.7K
$3.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
31.8KNew |
$3.4M - $3.51M
|
31.8K
$3.57M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.6KNew |
$3.38M - $3.49M
|
31.6K
$3.55M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
31.4K+ 40.75% |
$3.36M - $3.47M
|
108K
$12.2M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
31K+ 66.29% |
$3.32M - $3.43M
|
77.7K
$8.73M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
30.4K+ 101.02% |
$3.26M - $3.37M
|
60.6K
$6.8M
|