Purchases and Sales Made in Q3 2024 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-15- 1.53% |
$1.59K - $1.71K
|
967
$104K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-18- 0.39% |
$1.91K - $2.05K
|
4.57K
$492K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-19- 0.89% |
$2.02K - $2.16K
|
2.12K
$229K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-20- 0.32% |
$2.12K - $2.27K
|
6.18K
$666K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-21- 2.29% |
$2.23K - $2.39K
|
898
$96.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-22- 0.39% |
$2.33K - $2.5K
|
5.65K
$609K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-24- 0.13% |
$2.55K - $2.73K
|
18.1K
$1.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-25- 0.76% |
$2.65K - $2.84K
|
3.28K
$353K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-26- 1.73% |
$2.76K - $2.96K
|
1.48K
$159K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-27- 0.28% |
$2.86K - $3.07K
|
9.73K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-30- 0.23% |
$3.18K - $3.41K
|
13K
$1.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-32- 0.33% |
$3.4K - $3.64K
|
9.68K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-34- 1.78% |
$3.61K - $3.87K
|
1.87K
$202K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-34- 0.42% |
$3.61K - $3.87K
|
7.99K
$861K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-39- 16.67% |
$4.14K - $4.44K
|
195
$21K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-41- 0.51% |
$4.35K - $4.66K
|
8.04K
$866K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-42- 0.19% |
$4.46K - $4.78K
|
22.2K
$2.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-46- 0.05% |
$4.88K - $5.23K
|
85.5K
$9.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-47- 0.82% |
$4.99K - $5.34K
|
5.68K
$613K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-47- 0.56% |
$4.99K - $5.34K
|
8.31K
$896K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-51- 65.38% |
$5.41K - $5.8K
|
27
$2.91K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-51- 0.5% |
$5.41K - $5.8K
|
10K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-55- 0.14% |
$5.84K - $6.25K
|
39.4K
$4.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-57- 1.1% |
$6.05K - $6.48K
|
5.12K
$552K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-61- 50.41% |
$6.47K - $6.94K
|
60
$6.47K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-65- 0.44% |
$6.9K - $7.39K
|
14.9K
$1.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-67- 8.59% |
$7.11K - $7.62K
|
713
$76.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-68- 0.72% |
$7.22K - $7.73K
|
9.43K
$1.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-70- 2.42% |
$7.43K - $7.96K
|
2.83K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-75- 30.61% |
$7.96K - $8.53K
|
170
$18.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-75- 1.03% |
$7.96K - $8.53K
|
7.23K
$779K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-76- 1.3% |
$8.06K - $8.64K
|
5.75K
$620K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-77- 3.46% |
$8.17K - $8.76K
|
2.15K
$232K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-81- 3.22% |
$8.59K - $9.21K
|
2.44K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-83- 1.1% |
$8.81K - $9.44K
|
7.45K
$803K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-85- 4.49% |
$9.02K - $9.67K
|
1.81K
$195K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-90- 1.61% |
$9.55K - $10.2K
|
5.5K
$593K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-91- 6.41% |
$9.66K - $10.3K
|
1.33K
$143K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-91- 1.17% |
$9.66K - $10.3K
|
7.66K
$826K
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-92- 0.26% |
$9.76K - $10.5K
|
35.3K
$3.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-93- 33.45% |
$9.87K - $10.6K
|
185
$19.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-94- 3.21% |
$9.97K - $10.7K
|
2.83K
$305K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-95- 0.99% |
$10.1K - $10.8K
|
9.5K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-95- 0.01% |
$10.1K - $10.8K
|
683K
$73.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-95- 1.92% |
$10.1K - $10.8K
|
4.85K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-97- 39.11% |
$10.3K - $11K
|
151
$16.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-99- 3.94% |
$10.5K - $11.3K
|
2.41K
$260K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 1.0% |
$10.6K - $11.4K
|
9.87K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-105- 0.54% |
$11.1K - $11.9K
|
19.4K
$2.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-110- 3.75% |
$11.7K - $12.5K
|
2.83K
$305K
|