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 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
11.2KNew |
$1.18M - $1.27M
|
11.2K
$1.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
11K+ 7.51% |
$1.16M - $1.25M
|
157K
$17.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.9K+ 3.49% |
$1.15M - $1.24M
|
322K
$35.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
10.9K+ 3.31% |
$1.15M - $1.24M
|
339K
$37.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
10.7KNew |
$1.14M - $1.22M
|
10.7K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$1.14M - $1.22M
|
10.7K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
10.5KNew |
$1.11M - $1.19M
|
10.5K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.3K+ 154.12% |
$1.09M - $1.17M
|
16.9K
$1.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
10.1KNew |
$1.07M - $1.15M
|
10.1K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.87K+ 11.78% |
$1.05M - $1.12M
|
93.6K
$10.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.61K+ 167.74% |
$1.02M - $1.09M
|
15.3K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
9.17K+ 46.52% |
$973K - $1.04M
|
28.9K
$3.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
8.94K+ 4.38% |
$949K - $1.02M
|
213K
$23.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.84K+ 30.01% |
$938K - $1M
|
38.3K
$4.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.81KNew |
$935K - $1M
|
8.81K
$966K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.73K+ 12.55% |
$926K - $993K
|
78.3K
$8.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
8.38K+ 96.48% |
$889K - $953K
|
17.1K
$1.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.36K+ 138.02% |
$887K - $951K
|
14.4K
$1.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.36K+ 43.13% |
$887K - $951K
|
27.7K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.22K+ 7.65% |
$872K - $934K
|
116K
$12.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8.09K+ 11.47% |
$858K - $919K
|
78.6K
$8.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7.77K+ 256.61% |
$824K - $883K
|
10.8K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.53KNew |
$799K - $856K
|
7.53K
$825K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.39K+ 109.87% |
$785K - $841K
|
14.1K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
7.32KNew |
$776K - $832K
|
7.32K
$802K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
7.03K+ 12.85% |
$746K - $800K
|
61.7K
$6.77M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7.01KNew |
$743K - $797K
|
7.01K
$768K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.94K+ 7.5% |
$737K - $789K
|
99.5K
$10.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6.92K+ 3.7% |
$735K - $787K
|
194K
$21.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6.91K+ 188.55% |
$734K - $786K
|
10.6K
$1.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.87K+ 1.59% |
$729K - $781K
|
438K
$48.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
6.85KNew |
$727K - $779K
|
6.85K
$751K
|
|
|
Nov 01, 2024
Q3 2024
|
Passaic Partners LLC
|
BUY
|
- |
6.81K+ 5.46% |
$722K - $774K
|
131K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.8K+ 211.81% |
$721K - $773K
|
10K
$1.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
6.76K+ 30.6% |
$718K - $769K
|
28.9K
$3.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
6.73K+ 166.52% |
$715K - $766K
|
10.8K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.49K+ 57.7% |
$689K - $738K
|
17.7K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
6.44K+ 12.36% |
$683K - $732K
|
58.5K
$6.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
6.39K+ 7.61% |
$678K - $727K
|
90.3K
$9.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.28K+ 82.43% |
$667K - $715K
|
13.9K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
6.16K+ 6.53% |
$653K - $700K
|
100K
$11M
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
BUY
|
- |
6.1K+ 41.5% |
$647K - $694K
|
20.8K
$2.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6.05K+ 135.95% |
$642K - $688K
|
10.5K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
6KNew |
$637K - $682K
|
6K
$658K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.91K+ 143.35% |
$627K - $672K
|
10K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.86K+ 6.62% |
$622K - $666K
|
94.4K
$10.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.83KNew |
$619K - $663K
|
5.83K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5.83K+ 5.32% |
$619K - $663K
|
115K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
5.81K+ 23.0% |
$616K - $660K
|
31.1K
$3.41M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
5.65KNew |
$600K - $643K
|
5.65K
$620K
|