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 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.35K- 14.92% |
$674K - $722K
|
36.2K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-6.57K- 46.48% |
$697K - $747K
|
7.56K
$815K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-6.79K- 10.99% |
$720K - $772K
|
55K
$5.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-6.89K- 29.3% |
$731K - $783K
|
16.6K
$1.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-6.93K- 6.07% |
$736K - $788K
|
107K
$11.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7.15K- 33.65% |
$759K - $813K
|
14.1K
$1.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-7.27K- 4.5% |
$772K - $827K
|
154K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.52K- 8.43% |
$798K - $855K
|
81.7K
$8.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-7.63K- 40.45% |
$810K - $868K
|
11.2K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-7.82K- 5.02% |
$829K - $889K
|
148K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-7.88K- 72.25% |
$836K - $896K
|
3.03K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-7.93K- 61.22% |
$841K - $902K
|
5.02K
$541K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.47K- 6.46% |
$899K - $963K
|
123K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-9.13K- 10.24% |
$969K - $1.04M
|
80.1K
$8.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-9.67K- 58.98% |
$1.03M - $1.1M
|
6.73K
$725K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-9.69K- 6.68% |
$1.03M - $1.1M
|
135K
$14.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.75K- 4.61% |
$1.03M - $1.11M
|
202K
$21.7M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-9.93K- 7.27% |
$1.05M - $1.13M
|
127K
$13.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-9.96K- 14.21% |
$1.06M - $1.13M
|
60.1K
$6.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.5K- 2.51% |
$1.11M - $1.19M
|
407K
$43.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.7K- 0.75% |
$1.14M - $1.22M
|
1.42M
$153M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-10.8K- 20.73% |
$1.14M - $1.23M
|
41.2K
$4.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-10.9K- 27.82% |
$1.15M - $1.24M
|
28.2K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-11K- 1.11% |
$1.17M - $1.25M
|
983K
$106M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-12.3K- 4.54% |
$1.31M - $1.4M
|
259K
$27.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-13.6K- 26.48% |
$1.44M - $1.54M
|
37.7K
$4.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-13.7K- 29.58% |
$1.45M - $1.56M
|
32.6K
$3.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-14.1K- 99.91% |
$1.5M - $1.61M
|
13
$1.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Jones Road Capital Management, L.P.
New York, NY |
SELL
|
- |
-14.2K- 12.96% |
$1.5M - $1.61M
|
95.2K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-14.4K- 15.92% |
$1.53M - $1.64M
|
76.2K
$8.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14.6K- 93.18% |
$1.55M - $1.67M
|
1.07K
$116K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.7K- 5.49% |
$1.56M - $1.67M
|
252K
$27.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.7K- 28.02% |
$1.56M - $1.67M
|
37.7K
$4.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-14.7K- 35.32% |
$1.56M - $1.68M
|
27K
$2.91M
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-15.9K- 10.07% |
$1.69M - $1.81M
|
142K
$15.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-16.3K- 37.1% |
$1.73M - $1.85M
|
27.6K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-16.3K- 20.35% |
$1.73M - $1.85M
|
63.8K
$6.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.3K- 19.93% |
$1.73M - $1.86M
|
65.7K
$7.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-16.6K- 34.95% |
$1.76M - $1.89M
|
31K
$3.34M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.2K- 91.04% |
$1.93M - $2.07M
|
1.79K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-19.5K- 70.89% |
$2.07M - $2.22M
|
8K
$862K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-19.6K- 46.98% |
$2.08M - $2.23M
|
22.1K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-20.1K- 35.45% |
$2.13M - $2.29M
|
36.6K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-21.2K- 31.48% |
$2.25M - $2.42M
|
46.2K
$4.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-21.8K- 79.1% |
$2.32M - $2.48M
|
5.77K
$622K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-22K- 16.05% |
$2.33M - $2.5M
|
115K
$12.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-22.5K- 28.0% |
$2.39M - $2.56M
|
57.8K
$6.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-23.3K- 55.1% |
$2.47M - $2.65M
|
19K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
SELL
|
- |
-25K- 18.43% |
$2.65M - $2.84M
|
111K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-26K- 5.03% |
$2.76M - $2.96M
|
491K
$52.9M
|