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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-598- 1.25% |
$62.5K - $64.9K
|
47.2K
$4.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-600- 8.68% |
$62.7K - $65.1K
|
6.31K
$668K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-619- 19.08% |
$64.7K - $67.1K
|
2.63K
$278K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-626- 35.79% |
$65.4K - $67.9K
|
1.12K
$119K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-630- 15.91% |
$65.9K - $68.3K
|
3.33K
$353K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-649- 3.8% |
$67.8K - $70.4K
|
16.4K
$1.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-653- 7.89% |
$68.3K - $70.8K
|
7.62K
$807K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-657- 9.78% |
$68.7K - $71.3K
|
6.06K
$641K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-666- 38.34% |
$69.6K - $72.2K
|
1.07K
$113K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-676- 10.55% |
$70.7K - $73.3K
|
5.73K
$607K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-677- 19.14% |
$70.8K - $73.4K
|
2.86K
$303K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-683- 0.81% |
$71.4K - $74.1K
|
83.9K
$8.88M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-695- 25.52% |
$72.7K - $75.4K
|
2.03K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-700- 14.58% |
$73.2K - $75.9K
|
4.1K
$434K
|
|
|
Aug 05, 2024
Q2 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-700- 4.55% |
$73.2K - $75.9K
|
14.7K
$1.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-732- 22.56% |
$76.5K - $79.4K
|
2.51K
$266K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-740- 19.17% |
$77.4K - $80.3K
|
3.12K
$330K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-760- 7.08% |
$79.5K - $82.4K
|
9.97K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-765- 10.11% |
$80K - $83K
|
6.81K
$720K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-780- 22.1% |
$81.5K - $84.6K
|
2.75K
$291K
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-780- 7.29% |
$81.5K - $84.6K
|
9.92K
$1.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-792- 21.31% |
$82.8K - $85.9K
|
2.92K
$309K
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-796- 7.42% |
$83.2K - $86.3K
|
9.93K
$1.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-797- 7.55% |
$83.3K - $86.4K
|
9.76K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-804- 2.93% |
$84.1K - $87.2K
|
26.6K
$2.82M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-811- 13.55% |
$84.8K - $88K
|
5.18K
$548K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-813- 65.88% |
$85K - $88.2K
|
421
$44.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-833- 9.7% |
$87.1K - $90.3K
|
7.75K
$820K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-866- 8.75% |
$90.5K - $93.9K
|
9.03K
$956K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-871- 1.19% |
$91.1K - $94.5K
|
72.3K
$7.66M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-897- 4.44% |
$93.8K - $97.3K
|
19.3K
$2.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-919- 6.82% |
$96.1K - $99.7K
|
12.6K
$1.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-979- 8.28% |
$102K - $106K
|
10.8K
$1.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.02K- 8.77% |
$106K - $110K
|
10.6K
$1.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.02K- 8.59% |
$107K - $111K
|
10.9K
$1.15M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-1.02K- 42.01% |
$107K - $111K
|
1.41K
$149K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-1.02K- 10.93% |
$107K - $111K
|
8.35K
$883K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.03K- 3.17% |
$108K - $112K
|
31.5K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.04K- 19.29% |
$109K - $113K
|
4.36K
$461K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.11K- 34.98% |
$116K - $120K
|
2.05K
$217K
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.11K- 16.6% |
$116K - $121K
|
5.59K
$592K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.13K- 1.78% |
$118K - $122K
|
62.1K
$6.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.14K- 1.32% |
$119K - $124K
|
85.5K
$9.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.15K- 4.91% |
$120K - $125K
|
22.3K
$2.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.17K- 14.71% |
$122K - $126K
|
6.76K
$715K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.19K- 1.7% |
$124K - $129K
|
68.5K
$7.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.2K- 2.28% |
$125K - $130K
|
51.2K
$5.42M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.2K- 52.57% |
$125K - $130K
|
1.08K
$114K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.2K- 6.2% |
$125K - $130K
|
18.1K
$1.92M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.2K- 29.34% |
$126K - $131K
|
2.9K
$307K
|