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 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.1KNew |
$1.08M - $1.11M
|
10.1K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
9.81KNew |
$1.05M - $1.09M
|
9.81K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
9.48K+ 25.83% |
$1.01M - $1.05M
|
46.2K
$5.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
9.12K+ 9.89% |
$976K - $1.01M
|
101K
$11.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
9.09K+ 4.9% |
$972K - $1.01M
|
195K
$21.5M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
8.87K+ 20.28% |
$949K - $982K
|
52.6K
$5.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
8.84K+ 359.29% |
$945K - $977K
|
11.3K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
8.74K+ 4.07% |
$935K - $967K
|
223K
$24.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
8.62K+ 40.89% |
$922K - $953K
|
29.7K
$3.27M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.48K+ 2.08% |
$907K - $938K
|
416K
$45.9M
|
|
|
May 01, 2024
Q1 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
8.46K+ 4.3% |
$905K - $935K
|
205K
$22.6M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.35K+ 227.19% |
$893K - $923K
|
12K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.24K+ 98.68% |
$882K - $912K
|
16.6K
$1.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
8.16K+ 70.42% |
$873K - $903K
|
19.7K
$2.18M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
7.68K+ 21.31% |
$821K - $849K
|
43.7K
$4.82M
|
|
|
May 02, 2024
Q1 2024
|
Florin Court Capital LLP
|
BUY
|
- |
7.5K+ 94.94% |
$802K - $830K
|
15.4K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
7.26K+ 8.5% |
$777K - $804K
|
92.8K
$10.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.14K+ 258.23% |
$763K - $789K
|
9.9K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
7.06K+ 2.26% |
$755K - $781K
|
320K
$35.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7.04KNew |
$753K - $779K
|
7.04K
$776K
|
|
|
May 01, 2024
Q1 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
6.99K+ 4.57% |
$748K - $774K
|
160K
$17.6M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.73K+ 81.14% |
$720K - $744K
|
15K
$1.66M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.65K+ 11.45% |
$712K - $736K
|
64.8K
$7.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
6.56K+ 74.56% |
$701K - $725K
|
15.3K
$1.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.51K+ 318.13% |
$696K - $720K
|
8.56K
$943K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.41K+ 4.52% |
$686K - $709K
|
148K
$16.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
6.35K+ 3.36% |
$679K - $702K
|
195K
$21.5M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.32KNew |
$676K - $699K
|
6.32K
$697K
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.1KNew |
$653K - $675K
|
6.1K
$673K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
6.02K+ 105.71% |
$644K - $666K
|
11.7K
$1.29M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.85K+ 29.38% |
$626K - $648K
|
25.8K
$2.84M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
5.74K+ 91.5% |
$614K - $635K
|
12K
$1.32M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
5.64K+ 17.89% |
$604K - $624K
|
37.2K
$4.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.53K+ 37.28% |
$591K - $611K
|
20.4K
$2.24M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.48K+ 31.96% |
$587K - $607K
|
22.6K
$2.5M
|
|
|
May 09, 2024
Q1 2024
|
Ppm America Inc
Chicago, IL |
BUY
|
- |
5.48KNew |
$586K - $606K
|
5.48K
$604K
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
5.46K+ 9.34% |
$584K - $604K
|
63.9K
$7.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
5.45K+ 8.36% |
$583K - $603K
|
70.6K
$7.79M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.43K+ 7.46% |
$580K - $600K
|
78.1K
$8.61M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.4KNew |
$578K - $598K
|
5.4K
$596K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5.4K+ 246.23% |
$577K - $597K
|
7.59K
$836K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.28K+ 6.17% |
$565K - $584K
|
90.9K
$10M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.27K+ 9.67% |
$564K - $583K
|
59.8K
$6.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.23K+ 6.38% |
$560K - $579K
|
87.2K
$9.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5.22KNew |
$559K - $578K
|
5.22K
$576K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.13KNew |
$549K - $568K
|
5.13K
$566K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.1K+ 14.1% |
$545K - $564K
|
41.2K
$4.55M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.07KNew |
$542K - $560K
|
5.07K
$559K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5KNew |
$535K - $553K
|
5K
$551K
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
5K+ 6.78% |
$535K - $553K
|
78.7K
$8.68M
|