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 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.24K- 23.17% |
$130K - $135K
|
4.13K
$441K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.25K- 27.55% |
$131K - $135K
|
3.28K
$351K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.29K- 14.07% |
$135K - $140K
|
7.87K
$842K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.39K- 10.95% |
$145K - $151K
|
11.3K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.42K- 14.93% |
$148K - $154K
|
8.08K
$865K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.47K- 2.26% |
$153K - $159K
|
63.3K
$6.77M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.47K- 6.47% |
$154K - $159K
|
21.3K
$2.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.51K- 8.44% |
$158K - $164K
|
16.4K
$1.75M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.53K- 33.02% |
$160K - $166K
|
3.11K
$332K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 20.57% |
$162K - $168K
|
5.97K
$639K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.59K- 18.25% |
$166K - $172K
|
7.11K
$761K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.59K- 66.26% |
$167K - $173K
|
811
$86.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.62K- 18.91% |
$169K - $175K
|
6.94K
$742K
|
|
|
Aug 09, 2024
Q2 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-1.67K- 4.03% |
$175K - $181K
|
39.8K
$4.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.77K- 13.57% |
$185K - $192K
|
11.2K
$1.2M
|
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-1.78K- 32.24% |
$186K - $193K
|
3.75K
$401K
|
|
|
Aug 05, 2024
Q2 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.82K- 1.14% |
$190K - $198K
|
158K
$16.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.88K- 33.86% |
$196K - $204K
|
3.67K
$393K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.88K- 19.62% |
$196K - $204K
|
7.7K
$824K
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-1.9K- 0.97% |
$198K - $206K
|
193K
$20.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.9K- 9.28% |
$199K - $206K
|
18.6K
$1.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.91K- 5.62% |
$199K - $207K
|
32K
$3.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.91K- 30.07% |
$200K - $207K
|
4.44K
$475K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.01K- 2.34% |
$210K - $218K
|
83.8K
$8.96M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.04K- 50.15% |
$213K - $221K
|
2.03K
$217K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.06K- 25.35% |
$215K - $223K
|
6.05K
$648K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.06K- 43.87% |
$215K - $223K
|
2.63K
$282K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.11K- 12.57% |
$221K - $229K
|
14.7K
$1.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.17K- 4.66% |
$227K - $235K
|
44.4K
$4.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-2.18K- 0.8% |
$228K - $237K
|
271K
$29M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.33K- 24.71% |
$244K - $253K
|
7.11K
$760K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.38K- 38.53% |
$249K - $258K
|
3.8K
$406K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.39K- 4.11% |
$249K - $259K
|
55.7K
$5.96M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.44K- 2.96% |
$255K - $264K
|
79.9K
$8.55M
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-2.44K- 7.15% |
$255K - $265K
|
31.7K
$3.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.45K- 4.24% |
$256K - $266K
|
55.4K
$5.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.51K- 38.94% |
$263K - $272K
|
3.94K
$421K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.52K- 29.61% |
$264K - $273K
|
5.99K
$641K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.54K- 17.86% |
$265K - $275K
|
11.7K
$1.25M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.57K- 49.76% |
$269K - $279K
|
2.59K
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.57K- 39.3% |
$269K - $279K
|
3.97K
$425K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-2.58K- 26.29% |
$270K - $280K
|
7.25K
$775K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.6K- 98.86% |
$271K - $281K
|
30
$3.21K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.63K- 21.12% |
$275K - $285K
|
9.83K
$1.05M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.65K- 21.46% |
$277K - $288K
|
9.71K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.75K- 54.08% |
$288K - $298K
|
2.34K
$250K
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.86K- 2.27% |
$299K - $310K
|
123K
$13.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.86K- 6.42% |
$299K - $310K
|
41.7K
$4.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.92K- 9.34% |
$305K - $316K
|
28.3K
$3.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.97K- 3.25% |
$310K - $322K
|
88.5K
$9.47M
|