Purchases and Sales Made in Q2 2024 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-4- 0.2% |
$418 - $434
|
1.96K
$210K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-5- 12.5% |
$523 - $542
|
35
$3.74K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-7- 1.87% |
$732 - $759
|
367
$39.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-9- 2.2% |
$941 - $976
|
400
$42.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-10- 0.13% |
$1.05K - $1.08K
|
7.58K
$810K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-10- 0.3% |
$1.05K - $1.08K
|
3.3K
$353K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-13- 0.02% |
$1.36K - $1.41K
|
54.7K
$5.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-13- 0.46% |
$1.36K - $1.41K
|
2.83K
$302K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-16- 2.31% |
$1.67K - $1.74K
|
676
$72.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-18- 3.15% |
$1.88K - $1.95K
|
554
$59.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-27- 0.51% |
$2.82K - $2.93K
|
5.25K
$561K
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-29- 0.37% |
$3.03K - $3.15K
|
7.89K
$844K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-30- 2.79% |
$3.14K - $3.25K
|
1.04K
$112K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-30- 0.01% |
$3.14K - $3.25K
|
262K
$28.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-30- 0.08% |
$3.14K - $3.25K
|
39.4K
$4.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-31- 0.86% |
$3.24K - $3.36K
|
3.58K
$382K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-36- 4.65% |
$3.76K - $3.9K
|
739
$79.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-38- 1.82% |
$3.97K - $4.12K
|
2.05K
$219K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-41- 0.47% |
$4.29K - $4.45K
|
8.69K
$929K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-43- 2.17% |
$4.5K - $4.66K
|
1.94K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-43- 12.39% |
$4.5K - $4.66K
|
304
$32.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-45- 1.83% |
$4.7K - $4.88K
|
2.41K
$258K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-50- 0.06% |
$5.23K - $5.42K
|
90.8K
$9.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-50- 25.0% |
$5.23K - $5.42K
|
150
$16K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-50- 7.94% |
$5.23K - $5.42K
|
580
$62K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-50- 2.78% |
$5.23K - $5.42K
|
1.75K
$187K
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-50- 1.61% |
$5.23K - $5.42K
|
3.06K
$328K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-51- 4.18% |
$5.33K - $5.53K
|
1.17K
$125K
|
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-52- 2.19% |
$5.44K - $5.64K
|
2.33K
$249K
|
|
|
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-55- 1.27% |
$5.75K - $5.97K
|
4.28K
$458K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-56- 2.21% |
$5.85K - $6.07K
|
2.48K
$265K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-58- 58.0% |
$6.06K - $6.29K
|
42
$4.49K
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-60- 0.46% |
$6.27K - $6.51K
|
13K
$1.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-60- 0.52% |
$6.27K - $6.51K
|
11.5K
$1.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-69- 50.36% |
$7.21K - $7.48K
|
68
$7.27K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-70- 0.31% |
$7.32K - $7.59K
|
22.4K
$2.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-70- 5.21% |
$7.32K - $7.59K
|
1.27K
$136K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-72- 3.51% |
$7.53K - $7.81K
|
1.98K
$212K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-73- 2.18% |
$7.63K - $7.92K
|
3.27K
$350K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-74- 0.8% |
$7.74K - $8.03K
|
9.19K
$983K
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-75- 1.51% |
$7.84K - $8.13K
|
4.89K
$523K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-75- 0.12% |
$7.84K - $8.13K
|
63.1K
$6.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-75- 9.32% |
$7.84K - $8.13K
|
730
$78.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-79- 2.72% |
$8.26K - $8.57K
|
2.82K
$302K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-82- 3.39% |
$8.57K - $8.89K
|
2.34K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-83- 0.08% |
$8.68K - $9K
|
107K
$11.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-88- 0.85% |
$9.2K - $9.54K
|
10.3K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-91- 2.2% |
$9.51K - $9.87K
|
4.04K
$432K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-93- 1.05% |
$9.72K - $10.1K
|
8.8K
$941K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-93- 41.89% |
$9.72K - $10.1K
|
129
$13.8K
|