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 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
417+ 1.17% |
$43.6K - $45.2K
|
36K
$3.85M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
413+ 9.9% |
$43.2K - $44.8K
|
4.58K
$490K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
403+ 28.4% |
$42.1K - $43.7K
|
1.82K
$195K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
387+ 5.6% |
$40.5K - $42K
|
7.3K
$781K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
386+ 1.92% |
$40.4K - $41.9K
|
20.5K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
379+ 7.99% |
$39.6K - $41.1K
|
5.12K
$548K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
377+ 1.84% |
$39.4K - $40.9K
|
20.9K
$2.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
370+ 50.68% |
$38.7K - $40.1K
|
1.1K
$118K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
361New |
$37.7K - $39.2K
|
361
$38.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
340+ 3.08% |
$35.5K - $36.9K
|
11.4K
$1.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
330+ 9.95% |
$34.5K - $35.8K
|
3.65K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
323+ 5.78% |
$33.8K - $35K
|
5.91K
$632K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
321+ 1.46% |
$33.6K - $34.8K
|
22.3K
$2.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
314+ 31.18% |
$32.8K - $34.1K
|
1.32K
$141K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
311+ 6.55% |
$32.5K - $33.7K
|
5.06K
$542K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
307+ 74.7% |
$32.1K - $33.3K
|
718
$76.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
305+ 3.47% |
$31.9K - $33.1K
|
9.1K
$973K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
299+ 1.58% |
$31.3K - $32.4K
|
19.2K
$2.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
289+ 3.27% |
$30.2K - $31.3K
|
9.12K
$976K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
288+ 5.32% |
$30.1K - $31.2K
|
5.71K
$610K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
283+ 8.36% |
$29.6K - $30.7K
|
3.67K
$392K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
276+ 2.05% |
$28.9K - $29.9K
|
13.8K
$1.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
275+ 0.15% |
$28.7K - $29.8K
|
184K
$19.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
271+ 12.44% |
$28.3K - $29.4K
|
2.45K
$262K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
259+ 7.54% |
$27.1K - $28.1K
|
3.69K
$395K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
253New |
$26.4K - $27.4K
|
253
$27.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
248+ 7.69% |
$25.9K - $26.9K
|
3.47K
$371K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
245+ 1.76% |
$25.6K - $26.6K
|
14.2K
$1.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
243+ 0.31% |
$25.4K - $26.4K
|
78.5K
$8.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
241+ 2.01% |
$25.2K - $26.1K
|
12.3K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
237+ 1.02% |
$24.8K - $25.7K
|
23.5K
$2.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
231+ 2.33% |
$24.1K - $25.1K
|
10.1K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
228+ 9.25% |
$23.8K - $24.7K
|
2.69K
$288K
|
|
|
Jul 24, 2024
Q2 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
227+ 1.86% |
$23.7K - $24.6K
|
12.4K
$1.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
220+ 0.15% |
$23K - $23.9K
|
150K
$16.1M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
219+ 2.05% |
$22.9K - $23.8K
|
10.9K
$1.17M
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
212+ 0.49% |
$22.2K - $23K
|
43.5K
$4.65M
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
207+ 0.39% |
$21.6K - $22.5K
|
53.9K
$5.76M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
205+ 0.09% |
$21.4K - $22.2K
|
220K
$23.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
204+ 3.5% |
$21.3K - $22.1K
|
6.03K
$645K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
200+ 869.57% |
$20.9K - $21.7K
|
223
$23.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
188New |
$19.7K - $20.4K
|
188
$20.1K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
184+ 5.26% |
$19.2K - $20K
|
3.69K
$394K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
174+ 3.53% |
$18.2K - $18.9K
|
5.11K
$546K
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
172+ 4.58% |
$18K - $18.7K
|
3.93K
$420K
|
|
|
Jul 18, 2024
Q2 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
170+ 6.23% |
$17.8K - $18.4K
|
2.9K
$310K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
164+ 3.1% |
$17.1K - $17.8K
|
5.45K
$583K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
161+ 0.55% |
$16.8K - $17.5K
|
29.4K
$3.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
157+ 0.94% |
$16.4K - $17K
|
16.8K
$1.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
155+ 2.95% |
$16.2K - $16.8K
|
5.4K
$578K
|