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 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
511+ 2.33% |
$54.7K - $56.5K
|
22.4K
$2.43M
|
|
|
May 06, 2024
Q1 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
502+ 8.56% |
$53.7K - $55.5K
|
6.37K
$690K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
493+ 7.78% |
$52.7K - $54.5K
|
6.83K
$740K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
486+ 6.33% |
$52K - $53.8K
|
8.16K
$885K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
486New |
$52K - $53.8K
|
486
$52.7K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
486+ 5.78% |
$52K - $53.8K
|
8.89K
$964K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
468+ 2.71% |
$50.1K - $51.8K
|
17.8K
$1.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
463+ 5.5% |
$49.5K - $51.2K
|
8.89K
$963K
|
|
|
May 08, 2024
Q1 2024
|
Gouws Capital LLC
|
BUY
|
- |
450+ 7.23% |
$48.1K - $49.8K
|
6.68K
$724K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
449+ 1.48% |
$48K - $49.7K
|
30.8K
$3.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
430+ 4.03% |
$46K - $47.6K
|
11.1K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
420+ 1.29% |
$44.9K - $46.5K
|
33K
$3.57M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
401+ 0.53% |
$42.9K - $44.4K
|
76.4K
$8.28M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
379+ 1.76% |
$40.5K - $41.9K
|
22K
$2.38M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
373+ 12.99% |
$39.9K - $41.3K
|
3.24K
$352K
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
357New |
$38.2K - $39.5K
|
357
$38.7K
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
352+ 19.82% |
$37.7K - $38.9K
|
2.13K
$231K
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
339+ 8.46% |
$36.3K - $37.5K
|
4.35K
$471K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
322+ 4.05% |
$34.4K - $35.6K
|
8.28K
$897K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
312+ 0.54% |
$33.4K - $34.5K
|
58.1K
$6.3M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
310+ 10.36% |
$33.2K - $34.3K
|
3.3K
$358K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
310+ 0.88% |
$33.2K - $34.3K
|
35.6K
$3.86M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
308+ 2.54% |
$32.9K - $34.1K
|
12.4K
$1.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
304New |
$32.5K - $33.6K
|
304
$33K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
299+ 59.09% |
$32K - $33.1K
|
805
$87.3K
|
|
|
May 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
291+ 1.99% |
$31.1K - $32.2K
|
14.9K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
291+ 2.39% |
$31.1K - $32.2K
|
12.5K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
281+ 6.75% |
$30.1K - $31.1K
|
4.44K
$482K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
275+ 18.07% |
$29.4K - $30.4K
|
1.8K
$195K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
273+ 0.46% |
$29.2K - $30.2K
|
59.4K
$6.44M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
266+ 1.92% |
$28.5K - $29.4K
|
14.1K
$1.53M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
260+ 9.84% |
$27.8K - $28.8K
|
2.9K
$315K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
253+ 0.96% |
$27.1K - $28K
|
26.5K
$2.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
247+ 0.64% |
$26.4K - $27.3K
|
38.9K
$4.22M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
238New |
$25.5K - $26.3K
|
238
$25.8K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
236+ 4.86% |
$25.2K - $26.1K
|
5.09K
$552K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
235New |
$25.1K - $26K
|
235
$25.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
217+ 30.87% |
$23.2K - $24K
|
920
$99.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
216+ 43.55% |
$23.1K - $23.9K
|
712
$77.2K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
216+ 5.33% |
$23.1K - $23.9K
|
4.27K
$462K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
215New |
$23K - $23.8K
|
215
$23.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
211+ 2.04% |
$22.6K - $23.3K
|
10.6K
$1.14M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
204+ 3.86% |
$21.8K - $22.6K
|
5.49K
$595K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
200New |
$21.4K - $22.1K
|
200
$21.7K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
194+ 3.61% |
$20.8K - $21.5K
|
5.57K
$604K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
187+ 5.47% |
$20K - $20.7K
|
3.61K
$391K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
185+ 4.57% |
$19.8K - $20.5K
|
4.23K
$459K
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
185+ 0.56% |
$19.8K - $20.5K
|
33.2K
$3.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
BUY
|
- |
182+ 9.49% |
$19.5K - $20.1K
|
2.1K
$228K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
175+ 1.14% |
$18.7K - $19.4K
|
15.6K
$1.69M
|