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 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
44.5K+ 31.0% |
$4.65M - $4.83M
|
188K
$20.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
36.2K+ 59.33% |
$3.79M - $3.93M
|
97.3K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
35.9K+ 37.99% |
$3.75M - $3.89M
|
130K
$13.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
35.5K+ 11.44% |
$3.71M - $3.85M
|
346K
$37M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
34.2KNew |
$3.58M - $3.71M
|
34.2K
$3.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
33.5K+ 5.51% |
$3.5M - $3.63M
|
641K
$68.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
33K+ 42.21% |
$3.45M - $3.58M
|
111K
$11.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32.5K+ 67.95% |
$3.4M - $3.52M
|
80.3K
$8.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.7K+ 8.16% |
$3.31M - $3.44M
|
420K
$44.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
30.9K+ 98.68% |
$3.23M - $3.35M
|
62.3K
$6.66M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
30.9K+ 81.28% |
$3.23M - $3.35M
|
69K
$7.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
30.4KNew |
$3.18M - $3.3M
|
30.4K
$3.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
28.2K+ 118.78% |
$2.95M - $3.06M
|
52K
$5.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
27.5KNew |
$2.87M - $2.98M
|
27.5K
$2.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
26.6K+ 54.65% |
$2.78M - $2.89M
|
75.3K
$8.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
25K+ 38.1% |
$2.61M - $2.71M
|
90.6K
$9.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
24.8K+ 44.85% |
$2.59M - $2.69M
|
80.1K
$8.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
24.6K+ 28.67% |
$2.57M - $2.67M
|
110K
$11.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
24.6K+ 9.18% |
$2.57M - $2.66M
|
292K
$31.2M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
23.9K+ 45.36% |
$2.5M - $2.59M
|
76.6K
$8.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.5K+ 7.18% |
$2.46M - $2.55M
|
351K
$37.6M
|
|
|
Aug 14, 2024
Q2 2024
|
National Mutual Funds Management LTD
Sydney, C3 |
BUY
|
- |
22.4K+ 12.91% |
$2.35M - $2.43M
|
196K
$21M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
21.5K+ 17.02% |
$2.25M - $2.33M
|
148K
$15.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
20.8KNew |
$2.18M - $2.26M
|
20.8K
$2.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
19.4KNew |
$2.03M - $2.11M
|
19.4K
$2.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
19.1K+ 224.48% |
$2M - $2.07M
|
27.6K
$2.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
18.3K+ 1621.86% |
$1.92M - $1.99M
|
19.5K
$2.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
17.2K+ 26.88% |
$1.8M - $1.86M
|
81.1K
$8.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17K+ 12.7% |
$1.78M - $1.85M
|
151K
$16.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.9K+ 13.4% |
$1.77M - $1.83M
|
143K
$15.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
16.6KNew |
$1.74M - $1.8M
|
16.6K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
16.1K+ 72.11% |
$1.68M - $1.74M
|
38.3K
$4.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
16KNew |
$1.67M - $1.73M
|
16K
$1.71M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
15.6K+ 7.69% |
$1.63M - $1.69M
|
218K
$23.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
15.5K+ 10.88% |
$1.62M - $1.68M
|
158K
$16.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.5K+ 3.72% |
$1.62M - $1.68M
|
432K
$46.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.5KNew |
$1.62M - $1.68M
|
15.5K
$1.65M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
15KNew |
$1.57M - $1.63M
|
15K
$1.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
13.8KNew |
$1.44M - $1.5M
|
13.8K
$1.48M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
13.8K+ 7.0% |
$1.44M - $1.49M
|
210K
$22.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.5K+ 46.63% |
$1.42M - $1.47M
|
42.6K
$4.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.5K+ 59.59% |
$1.41M - $1.46M
|
36.1K
$3.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13.2K+ 5.85% |
$1.38M - $1.44M
|
240K
$25.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
12.9K+ 351.91% |
$1.35M - $1.4M
|
16.6K
$1.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
12.3KNew |
$1.28M - $1.33M
|
12.3K
$1.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.1K+ 1.79% |
$1.26M - $1.31M
|
687K
$73.5M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
11.9K+ 4.72% |
$1.24M - $1.29M
|
264K
$28.2M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
11.8K+ 232.4% |
$1.24M - $1.28M
|
16.9K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
11.7K+ 18.15% |
$1.23M - $1.27M
|
76.5K
$8.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
11.6K+ 52.44% |
$1.21M - $1.26M
|
33.7K
$3.6M
|