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 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.03K- 4.04% |
$316K - $328K
|
71.8K
$7.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.1K- 23.18% |
$324K - $336K
|
10.3K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-3.19K- 34.01% |
$333K - $345K
|
6.18K
$661K
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-3.19K- 18.38% |
$333K - $346K
|
14.2K
$1.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.25K- 28.99% |
$340K - $352K
|
7.96K
$851K
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.28K- 6.62% |
$343K - $356K
|
46.3K
$4.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-3.29K- 84.45% |
$344K - $357K
|
606
$64.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-3.3K- 40.18% |
$345K - $358K
|
4.92K
$526K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.34K- 2.05% |
$349K - $362K
|
159K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.39K- 18.48% |
$354K - $367K
|
14.9K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.51K- 45.77% |
$367K - $380K
|
4.16K
$445K
|
|
|
Jul 29, 2024
Q2 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-3.69K- 4.0% |
$386K - $400K
|
88.7K
$9.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.77K- 27.05% |
$394K - $409K
|
10.2K
$1.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.79K- 0.44% |
$396K - $411K
|
861K
$92.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.8K- 46.06% |
$398K - $412K
|
4.45K
$476K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.81K- 41.76% |
$399K - $413K
|
5.32K
$569K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.9K- 15.14% |
$408K - $423K
|
21.9K
$2.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.93K- 24.8% |
$411K - $426K
|
11.9K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.94K- 0.94% |
$412K - $428K
|
417K
$44.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-4.26K- 19.78% |
$445K - $461K
|
17.3K
$1.85M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-4.26K- 98.45% |
$446K - $462K
|
67
$7.17K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-4.28K- 2.92% |
$447K - $464K
|
142K
$15.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-4.28K- 23.77% |
$448K - $465K
|
13.7K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-4.36K- 23.55% |
$455K - $472K
|
14.1K
$1.51M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-4.36K- 6.6% |
$456K - $473K
|
61.8K
$6.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-4.39KClosed |
$459K - $476K
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4.58K- 3.05% |
$479K - $497K
|
146K
$15.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.91K- 19.11% |
$513K - $532K
|
20.8K
$2.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.94K- 5.61% |
$516K - $536K
|
83K
$8.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-4.95K- 39.52% |
$517K - $537K
|
7.57K
$810K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.05K- 21.85% |
$528K - $548K
|
18.1K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-5.18K- 93.07% |
$542K - $562K
|
386
$41.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-5.58K- 3.4% |
$583K - $605K
|
159K
$17M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.31K- 39.68% |
$660K - $685K
|
9.6K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.37K- 27.56% |
$665K - $690K
|
16.7K
$1.79M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-6.39K- 49.6% |
$668K - $693K
|
6.5K
$695K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-6.61K- 54.97% |
$691K - $717K
|
5.41K
$579K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-6.73K- 22.91% |
$703K - $730K
|
22.6K
$2.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-6.85K- 37.91% |
$716K - $743K
|
11.2K
$1.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-7.21K- 61.57% |
$754K - $782K
|
4.5K
$482K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-7.25K- 30.56% |
$758K - $787K
|
16.5K
$1.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.37K- 29.42% |
$770K - $799K
|
17.7K
$1.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-7.49K- 44.8% |
$783K - $813K
|
9.23K
$987K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.52K- 84.12% |
$787K - $816K
|
1.42K
$152K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-7.56K- 5.59% |
$791K - $820K
|
128K
$13.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-7.94K- 0.46% |
$830K - $861K
|
1.72M
$184M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-7.97K- 74.19% |
$833K - $864K
|
2.77K
$297K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-8.02K- 80.21% |
$839K - $870K
|
1.98K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-8.11K- 11.61% |
$848K - $880K
|
61.8K
$6.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-8.16K- 38.65% |
$853K - $885K
|
13K
$1.39M
|