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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.99K- 50.42% |
$211K - $226K
|
1.95K
$210K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.01K- 0.91% |
$213K - $229K
|
218K
$23.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.06K- 99.18% |
$219K - $235K
|
17
$1.83K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.13K- 5.03% |
$226K - $243K
|
40.3K
$4.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.18K- 10.25% |
$231K - $248K
|
19.1K
$2.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-2.19K- 3.61% |
$232K - $249K
|
58.3K
$6.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.19K- 18.48% |
$232K - $249K
|
9.67K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.25K- 88.31% |
$239K - $256K
|
298
$32.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.28K- 23.33% |
$242K - $259K
|
7.48K
$806K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.31K- 50.02% |
$245K - $263K
|
2.31K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.35K- 3.08% |
$250K - $268K
|
74.1K
$7.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.37K- 5.33% |
$251K - $269K
|
42K
$4.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-2.38K- 3.03% |
$252K - $270K
|
76.1K
$8.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.43K- 13.43% |
$258K - $276K
|
15.6K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.43K- 1.67% |
$258K - $276K
|
143K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.45K- 6.81% |
$260K - $279K
|
33.5K
$3.62M
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.56KClosed |
$271K - $291K
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.56K- 15.97% |
$272K - $291K
|
13.5K
$1.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.81K- 9.56% |
$298K - $320K
|
26.6K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.84K- 6.94% |
$301K - $323K
|
38K
$4.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.84K- 3.93% |
$301K - $323K
|
69.5K
$7.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.92K- 69.67% |
$310K - $332K
|
1.27K
$137K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.04K- 26.8% |
$323K - $346K
|
8.3K
$895K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.06K- 29.0% |
$325K - $348K
|
7.5K
$808K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.07K- 29.87% |
$325K - $349K
|
7.2K
$776K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.16K- 5.08% |
$335K - $359K
|
58.9K
$6.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.17K- 55.28% |
$336K - $360K
|
2.56K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.22K- 5.11% |
$342K - $366K
|
59.9K
$6.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-3.28K- 43.3% |
$348K - $373K
|
4.29K
$463K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.32K- 43.17% |
$353K - $378K
|
4.38K
$471K
|
|
|
Oct 30, 2024
Q3 2024
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-3.33K- 26.79% |
$353K - $378K
|
9.09K
$980K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.62K- 2.53% |
$384K - $411K
|
139K
$15M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.63K- 1.67% |
$385K - $413K
|
214K
$23.1M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-3.88K- 59.75% |
$412K - $441K
|
2.61K
$282K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4.15K- 52.78% |
$440K - $472K
|
3.71K
$400K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4.16K- 3.25% |
$441K - $473K
|
124K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.19K- 13.07% |
$444K - $476K
|
27.8K
$3M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-4.66K- 52.53% |
$495K - $530K
|
4.21K
$454K
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4.67K- 8.43% |
$496K - $532K
|
50.7K
$5.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.78K- 1.99% |
$507K - $544K
|
235K
$25.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.85K- 1.13% |
$515K - $552K
|
424K
$45.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-4.9K- 12.78% |
$520K - $557K
|
33.4K
$3.6M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-4.91K- 6.15% |
$521K - $559K
|
75K
$8.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-4.94K- 55.27% |
$524K - $561K
|
4K
$431K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.12K- 6.17% |
$544K - $583K
|
77.9K
$8.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-5.18K- 24.03% |
$550K - $589K
|
16.4K
$1.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.31K- 7.05% |
$564K - $604K
|
70K
$7.55M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.47K- 48.4% |
$581K - $622K
|
5.84K
$629K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.85K- 1.82% |
$621K - $665K
|
316K
$34M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.91K- 4.36% |
$627K - $672K
|
130K
$14M
|