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 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-279- 5.7% |
$29.2K - $30.3K
|
4.62K
$498K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-281- 44.67% |
$29.4K - $30.5K
|
348
$37.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-283- 6.82% |
$29.6K - $30.7K
|
3.87K
$417K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-286- 11.43% |
$29.9K - $31K
|
2.22K
$239K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-293- 12.04% |
$30.6K - $31.8K
|
2.14K
$231K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-300- 3.63% |
$31.4K - $32.5K
|
7.97K
$858K
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-308- 0.83% |
$32.2K - $33.4K
|
36.9K
$3.98M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-312- 79.8% |
$32.6K - $33.8K
|
79
$8.51K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-325- 52.08% |
$34K - $35.2K
|
299
$32.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-331- 4.39% |
$34.6K - $35.9K
|
7.21K
$777K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-333- 13.84% |
$34.8K - $36.1K
|
2.07K
$223K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-337- 13.74% |
$35.2K - $36.6K
|
2.12K
$228K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-344- 5.92% |
$36K - $37.3K
|
5.47K
$590K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-346- 3.42% |
$36.2K - $37.5K
|
9.76K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-348- 1.19% |
$36.4K - $37.7K
|
28.9K
$3.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-348- 3.46% |
$36.4K - $37.7K
|
9.71K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-355- 6.66% |
$37.1K - $38.5K
|
4.98K
$536K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-356- 0.51% |
$37.2K - $38.6K
|
70.1K
$7.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-357- 1.33% |
$37.3K - $38.7K
|
26.4K
$2.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-361- 1.58% |
$37.7K - $39.2K
|
22.5K
$2.43M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-378- 6.29% |
$39.5K - $41K
|
5.63K
$607K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-380- 12.82% |
$39.7K - $41.2K
|
2.58K
$278K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-383- 1.34% |
$40K - $41.5K
|
28.1K
$3.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-389- 0.87% |
$40.7K - $42.2K
|
44.4K
$4.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-401- 4.82% |
$41.9K - $43.5K
|
7.92K
$853K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-402- 2.97% |
$42K - $43.6K
|
13.2K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-406- 6.48% |
$42.4K - $44K
|
5.86K
$632K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-418- 16.66% |
$43.7K - $45.3K
|
2.09K
$225K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-424- 1.88% |
$44.3K - $46K
|
22.1K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-425- 0.97% |
$44.4K - $46.1K
|
43.4K
$4.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-438- 1.97% |
$45.8K - $47.5K
|
21.8K
$2.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-458- 0.42% |
$47.9K - $49.7K
|
108K
$11.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-458- 5.33% |
$47.9K - $49.7K
|
8.13K
$876K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-484- 5.47% |
$50.6K - $52.5K
|
8.36K
$901K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-493- 19.08% |
$51.5K - $53.5K
|
2.09K
$225K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-498- 10.18% |
$52.1K - $54K
|
4.39K
$474K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-511- 1.33% |
$53.4K - $55.4K
|
37.8K
$4.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-517- 59.84% |
$54K - $56.1K
|
347
$37.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-519- 11.34% |
$54.3K - $56.3K
|
4.06K
$437K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-524- 7.79% |
$54.8K - $56.8K
|
6.21K
$669K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-527- 16.27% |
$55.1K - $57.2K
|
2.71K
$292K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-533- 6.59% |
$55.7K - $57.8K
|
7.55K
$814K
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-537- 7.86% |
$56.1K - $58.2K
|
6.29K
$678K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-537- 12.59% |
$56.1K - $58.2K
|
3.73K
$402K
|
|
|
Jul 25, 2024
Q2 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-545- 8.56% |
$57K - $59.1K
|
5.82K
$628K
|
|
|
Jul 31, 2024
Q2 2024
|
Gouws Capital LLC
|
SELL
|
- |
-548- 8.21% |
$57.3K - $59.4K
|
6.13K
$660K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-551- 6.37% |
$57.6K - $59.8K
|
8.1K
$873K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-559- 0.41% |
$58.4K - $60.6K
|
136K
$14.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-562- 7.14% |
$58.8K - $61K
|
7.31K
$787K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-562- 20.53% |
$58.8K - $61K
|
2.18K
$234K
|