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 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-798- 3.81% |
$84.7K - $90.7K
|
20.2K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-800- 18.02% |
$84.9K - $91K
|
3.64K
$409K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-809- 21.3% |
$85.8K - $92K
|
2.99K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-818- 3.67% |
$86.8K - $93K
|
21.5K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-832- 7.13% |
$88.3K - $94.6K
|
10.8K
$1.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-833- 2.63% |
$88.4K - $94.7K
|
30.8K
$3.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-860- 13.92% |
$91.3K - $97.8K
|
5.32K
$598K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-884- 23.71% |
$93.8K - $101K
|
2.84K
$319K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-885- 9.06% |
$93.9K - $101K
|
8.89K
$998K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-887- 5.55% |
$94.1K - $101K
|
15.1K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-919- 4.2% |
$97.5K - $105K
|
21K
$2.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-922- 22.38% |
$97.8K - $105K
|
3.2K
$359K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-928- 24.76% |
$98.5K - $106K
|
2.82K
$317K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-935- 5.22% |
$99.2K - $106K
|
17K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-959- 6.98% |
$102K - $109K
|
12.8K
$1.43M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-960- 2.21% |
$102K - $109K
|
42.5K
$4.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-969- 5.19% |
$103K - $110K
|
17.7K
$1.99M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-987- 23.86% |
$105K - $112K
|
3.15K
$354K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.01K- 10.14% |
$107K - $115K
|
8.92K
$1M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.04K- 19.07% |
$111K - $119K
|
4.43K
$497K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.05K- 62.79% |
$111K - $119K
|
621
$69.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.1K- 0.04% |
$117K - $125K
|
2.58M
$289M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.11K- 1.76% |
$118K - $126K
|
62.2K
$6.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.12K- 6.0% |
$118K - $127K
|
17.5K
$1.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 31.37% |
$120K - $128K
|
2.47K
$277K
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-1.15K- 1.42% |
$122K - $131K
|
79.9K
$8.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.16K- 38.11% |
$123K - $132K
|
1.88K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-1.17K- 2.94% |
$124K - $133K
|
38.6K
$4.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.17K- 16.28% |
$124K - $133K
|
6.03K
$677K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.18K- 1.71% |
$125K - $134K
|
67.3K
$7.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.21K- 12.15% |
$128K - $137K
|
8.71K
$978K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.21K- 37.34% |
$128K - $137K
|
2.02K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.23K- 2.42% |
$130K - $139K
|
49.4K
$5.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.25K- 9.41% |
$133K - $142K
|
12.1K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-1.26K- 10.77% |
$134K - $143K
|
10.4K
$1.17M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.38K- 2.23% |
$146K - $156K
|
60.4K
$6.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-1.38K- 4.65% |
$146K - $156K
|
28.2K
$3.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.39K- 20.08% |
$148K - $158K
|
5.54K
$623K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.41K- 2.27% |
$150K - $161K
|
60.9K
$6.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.55K- 0.59% |
$165K - $177K
|
263K
$29.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.57K- 3.61% |
$166K - $178K
|
41.8K
$4.69M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.58K- 8.19% |
$168K - $180K
|
17.7K
$1.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.58K- 9.37% |
$168K - $180K
|
15.3K
$1.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.58K- 13.91% |
$168K - $180K
|
9.8K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.61K- 40.81% |
$171K - $183K
|
2.34K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.63K- 7.26% |
$173K - $185K
|
20.8K
$2.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.69K- 0.43% |
$179K - $192K
|
391K
$44M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.75K- 40.99% |
$185K - $199K
|
2.52K
$283K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.82K- 45.87% |
$193K - $207K
|
2.15K
$242K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.88K- 12.21% |
$199K - $214K
|
13.5K
$1.52M
|