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 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
164+ 3.1% |
$17.1K - $17.8K
|
5.45K
$587K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
161+ 0.55% |
$16.8K - $17.5K
|
29.4K
$3.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
157+ 0.94% |
$16.4K - $17K
|
16.8K
$1.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
155+ 2.95% |
$16.2K - $16.8K
|
5.4K
$582K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
151New |
$15.8K - $16.4K
|
151
$16.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
148+ 0.95% |
$15.5K - $16.1K
|
15.7K
$1.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
148+ 164.44% |
$15.5K - $16.1K
|
238
$25.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
144+ 0.77% |
$15.1K - $15.6K
|
18.8K
$2.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
138+ 0.02% |
$14.4K - $15K
|
683K
$73.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
129+ 108.4% |
$13.5K - $14K
|
248
$26.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
127+ 3.29% |
$13.3K - $13.8K
|
3.98K
$429K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
126New |
$13.2K - $13.7K
|
126
$13.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
125+ 81.7% |
$13.1K - $13.6K
|
278
$30K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
122+ 0.28% |
$12.8K - $13.2K
|
43.8K
$4.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
121+ 5.64% |
$12.6K - $13.1K
|
2.27K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
119New |
$12.4K - $12.9K
|
119
$12.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
118+ 1.15% |
$12.3K - $12.8K
|
10.4K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
117+ 2.38% |
$12.2K - $12.7K
|
5.02K
$541K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
114+ 5700.0% |
$11.9K - $12.4K
|
116
$12.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
100New |
$10.5K - $10.8K
|
100
$10.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
99+ 1.21% |
$10.3K - $10.7K
|
8.26K
$890K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
98+ 0.74% |
$10.2K - $10.6K
|
13.3K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
97+ 2.69% |
$10.1K - $10.5K
|
3.7K
$399K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
91+ 1.64% |
$9.51K - $9.87K
|
5.63K
$607K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
90+ 6.96% |
$9.41K - $9.76K
|
1.38K
$149K
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
90+ 0.07% |
$9.41K - $9.76K
|
129K
$13.9M
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
89+ 0.68% |
$9.3K - $9.65K
|
13.2K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
86+ 1.15% |
$8.99K - $9.33K
|
7.56K
$815K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
85+ 2.06% |
$8.89K - $9.22K
|
4.21K
$454K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
78New |
$8.15K - $8.46K
|
78
$8.41K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
77+ 3.89% |
$8.05K - $8.35K
|
2.06K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
73+ 1.74% |
$7.63K - $7.92K
|
4.26K
$460K
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
73+ 0.92% |
$7.63K - $7.92K
|
8.03K
$865K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
71New |
$7.42K - $7.7K
|
71
$7.65K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
70+ 3.72% |
$7.32K - $7.59K
|
1.95K
$210K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
69New |
$7.21K - $7.48K
|
69
$7.44K
|
|
|
Aug 13, 2024
Q2 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
69+ 3.13% |
$7.21K - $7.48K
|
2.27K
$245K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
66+ 2.66% |
$6.9K - $7.16K
|
2.55K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
65+ 0.36% |
$6.8K - $7.05K
|
17.9K
$1.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
65+ 1.18% |
$6.8K - $7.05K
|
5.55K
$598K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
65New |
$6.8K - $7.05K
|
65
$7.01K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
64+ 1.31% |
$6.69K - $6.94K
|
4.94K
$533K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
60+ 2.62% |
$6.27K - $6.51K
|
2.35K
$253K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
60New |
$6.27K - $6.51K
|
60
$6.47K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
56New |
$5.85K - $6.07K
|
56
$6.04K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
55+ 1.11% |
$5.75K - $5.97K
|
4.99K
$538K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
54New |
$5.65K - $5.86K
|
54
$5.82K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
44+ 0.79% |
$4.6K - $4.77K
|
5.58K
$602K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
37+ 3.96% |
$3.87K - $4.01K
|
971
$105K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
37+ 12.29% |
$3.87K - $4.01K
|
338
$36.4K
|