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
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
200New |
$21.4K - $22.1K
|
200
$22.5K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
194+ 3.61% |
$20.8K - $21.5K
|
5.57K
$626K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
187+ 5.47% |
$20K - $20.7K
|
3.61K
$405K
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
185+ 0.56% |
$19.8K - $20.5K
|
33.2K
$3.72M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
185+ 4.57% |
$19.8K - $20.5K
|
4.23K
$475K
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
BUY
|
- |
182+ 9.49% |
$19.5K - $20.1K
|
2.1K
$236K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
175+ 1.14% |
$18.7K - $19.4K
|
15.6K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
170New |
$18.2K - $18.8K
|
170
$19.1K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
160New |
$17.1K - $17.7K
|
160
$18K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
158+ 43.65% |
$16.9K - $17.5K
|
520
$58.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
148+ 1.52% |
$15.8K - $16.4K
|
9.9K
$1.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
143+ 1430.0% |
$15.3K - $15.8K
|
153
$17.2K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
140+ 3.49% |
$15K - $15.5K
|
4.15K
$466K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
129New |
$13.8K - $14.3K
|
129
$14.5K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
128+ 5.29% |
$13.7K - $14.2K
|
2.55K
$286K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
126+ 1.62% |
$13.5K - $13.9K
|
7.9K
$887K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
118+ 2.55% |
$12.6K - $13.1K
|
4.74K
$533K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
116+ 2.44% |
$12.4K - $12.8K
|
4.88K
$548K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
114+ 2.01% |
$12.2K - $12.6K
|
5.78K
$649K
|
|
|
May 08, 2024
Q1 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
111+ 0.6% |
$11.9K - $12.3K
|
18.7K
$2.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
110+ 95.65% |
$11.8K - $12.2K
|
225
$25.3K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
110New |
$11.8K - $12.2K
|
110
$12.4K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
102+ 2.8% |
$10.9K - $11.3K
|
3.75K
$421K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
89+ 0.66% |
$9.52K - $9.85K
|
13.6K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
84+ 4.01% |
$8.99K - $9.29K
|
2.18K
$245K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
81+ 8.75% |
$8.67K - $8.96K
|
1.01K
$113K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
80+ 4.15% |
$8.56K - $8.85K
|
2.01K
$225K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
79+ 0.36% |
$8.45K - $8.74K
|
21.7K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
- |
78+ 0.07% |
$8.34K - $8.63K
|
109K
$12.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
77+ 0.55% |
$8.24K - $8.52K
|
14K
$1.57M
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
76+ 1.66% |
$8.13K - $8.41K
|
4.66K
$523K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
69New |
$7.38K - $7.63K
|
69
$7.75K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
68+ 31.63% |
$7.27K - $7.52K
|
283
$31.8K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
66New |
$7.06K - $7.3K
|
66
$7.41K
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
66+ 3.09% |
$7.06K - $7.3K
|
2.21K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
65+ 1.33% |
$6.95K - $7.19K
|
4.94K
$554K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
65+ 1.98% |
$6.95K - $7.19K
|
3.34K
$376K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
62+ 0.31% |
$6.63K - $6.86K
|
20.1K
$2.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
61+ 1.44% |
$6.53K - $6.75K
|
4.29K
$482K
|
|
|
May 15, 2024
Q1 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
61+ 1.29% |
$6.53K - $6.75K
|
4.8K
$540K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
60+ 0.43% |
$6.42K - $6.64K
|
13.9K
$1.56M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
58New |
$6.2K - $6.42K
|
58
$6.52K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
58+ 0.53% |
$6.2K - $6.42K
|
11K
$1.24M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
52+ 136.84% |
$5.56K - $5.75K
|
90
$10.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
50+ 2.52% |
$5.35K - $5.53K
|
2.04K
$229K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
46+ 3.54% |
$4.92K - $5.09K
|
1.35K
$151K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
40+ 0.24% |
$4.28K - $4.43K
|
16.8K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
40+ 0.02% |
$4.28K - $4.43K
|
171K
$19.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
38+ 0.57% |
$4.07K - $4.2K
|
6.73K
$756K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
37+ 6.75% |
$3.96K - $4.09K
|
585
$65.7K
|