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 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-8.16K- 38.65% |
$853K - $885K
|
13K
$1.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8.25K- 54.91% |
$862K - $894K
|
6.77K
$718K
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-8.29K- 58.73% |
$867K - $899K
|
5.83K
$618K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-8.39K- 51.92% |
$877K - $910K
|
7.77K
$824K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.49K- 77.16% |
$887K - $921K
|
2.51K
$266K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.61K- 33.79% |
$900K - $934K
|
16.9K
$1.79M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-8.67K- 47.01% |
$906K - $940K
|
9.77K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-8.9K- 53.61% |
$930K - $965K
|
7.7K
$816K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-8.91K- 66.91% |
$931K - $966K
|
4.41K
$467K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-9.11K- 0.07% |
$953K - $988K
|
13.8M
$1.46B
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.8K- 31.15% |
$1.02M - $1.06M
|
21.7K
$2.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10K- 55.16% |
$1.05M - $1.08M
|
8.13K
$862K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-10.2K- 7.77% |
$1.07M - $1.11M
|
121K
$12.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.3K- 50.37% |
$1.07M - $1.11M
|
10.1K
$1.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.3K- 7.91% |
$1.18M - $1.22M
|
131K
$13.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.3K- 75.87% |
$1.18M - $1.23M
|
3.59K
$381K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-11.4K- 18.26% |
$1.19M - $1.23M
|
50.9K
$5.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-11.5K- 3.3% |
$1.2M - $1.25M
|
337K
$35.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
SELL
|
- |
-11.8K- 8.02% |
$1.24M - $1.28M
|
136K
$14.4M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-12.6K- 93.03% |
$1.31M - $1.36M
|
942
$99.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.6K- 72.94% |
$1.32M - $1.37M
|
4.69K
$497K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-12.7K- 75.14% |
$1.32M - $1.37M
|
4.19K
$444K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-13.4K- 62.35% |
$1.4M - $1.46M
|
8.11K
$860K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-14.2K- 82.33% |
$1.48M - $1.54M
|
3.04K
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-14.4K- 56.82% |
$1.5M - $1.56M
|
10.9K
$1.16M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-14.7K- 48.82% |
$1.53M - $1.59M
|
15.4K
$1.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.9K- 16.48% |
$1.56M - $1.61M
|
75.4K
$7.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-15.1K- 26.38% |
$1.58M - $1.64M
|
42.2K
$4.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.5K- 5.5% |
$1.62M - $1.68M
|
267K
$28.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-16.2K- 53.54% |
$1.69M - $1.76M
|
14.1K
$1.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-17.4K- 85.57% |
$1.82M - $1.89M
|
2.94K
$311K
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-17.4K- 70.76% |
$1.82M - $1.89M
|
7.2K
$763K
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-19K- 1.88% |
$1.99M - $2.06M
|
994K
$105M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
SELL
|
- |
-20.6K- 15.27% |
$2.15M - $2.23M
|
114K
$12.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-20.7K- 72.8% |
$2.17M - $2.25M
|
7.75K
$822K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-21.7K- 24.32% |
$2.27M - $2.35M
|
67.5K
$7.15M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-23.3K- 35.63% |
$2.43M - $2.52M
|
42K
$4.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-24.3K- 60.24% |
$2.54M - $2.64M
|
16K
$1.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-24.5K- 99.19% |
$2.56M - $2.66M
|
200
$21.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-24.9K- 10.55% |
$2.61M - $2.7M
|
211K
$22.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-25K- 1.9% |
$2.61M - $2.71M
|
1.29M
$137M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-25.3K- 67.74% |
$2.65M - $2.74M
|
12.1K
$1.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-25.7K- 1.26% |
$2.69M - $2.79M
|
2.01M
$213M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-25.9K- 78.77% |
$2.71M - $2.81M
|
6.98K
$740K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-25.9K- 33.88% |
$2.71M - $2.81M
|
50.6K
$5.36M
|
|
|
Jul 10, 2024
Q2 2024
|
Pacific Wealth Management
|
SELL
|
- |
-27.2K- 76.17% |
$2.85M - $2.95M
|
8.52K
$903K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-27.7K- 7.53% |
$2.9M - $3.01M
|
340K
$36.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-28K- 93.32% |
$2.92M - $3.03M
|
2K
$212K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-28.2K- 71.31% |
$2.95M - $3.06M
|
11.3K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.3K- 8.94% |
$2.96M - $3.07M
|
288K
$30.5M
|