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
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.21K+ 50.64% |
$552K - $592K
|
15.5K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
5.18K+ 2.58% |
$549K - $589K
|
206K
$22.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.13K+ 5.64% |
$544K - $583K
|
96K
$10.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.11K+ 1.75% |
$542K - $581K
|
297K
$32.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
5.09KNew |
$540K - $579K
|
5.09K
$560K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.02K+ 9.7% |
$533K - $571K
|
56.8K
$6.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4.98K+ 7.28% |
$529K - $567K
|
73.5K
$8.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.87KNew |
$517K - $554K
|
4.87K
$536K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.77K+ 67.39% |
$506K - $542K
|
11.8K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.76K+ 70.39% |
$505K - $541K
|
11.5K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.66KNew |
$494K - $530K
|
4.66K
$512K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.66K+ 112.11% |
$494K - $530K
|
8.81K
$969K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.62KNew |
$490K - $525K
|
4.62K
$508K
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
4.62KNew |
$490K - $525K
|
4.62K
$508K
|
|
|
Nov 13, 2024
Q3 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
4.6KNew |
$488K - $523K
|
4.6K
$506K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.46K+ 82.35% |
$473K - $507K
|
9.87K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.42K+ 20.43% |
$469K - $503K
|
26.1K
$2.87M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.31KNew |
$457K - $490K
|
4.31K
$474K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
4.29K+ 25.34% |
$455K - $488K
|
21.2K
$2.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.26K+ 23.39% |
$451K - $484K
|
22.4K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.25K+ 8.36% |
$451K - $484K
|
55.1K
$6.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
4.22K+ 54.34% |
$448K - $480K
|
12K
$1.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
4.13K+ 29.03% |
$439K - $470K
|
18.4K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
4.09K+ 1.95% |
$434K - $465K
|
214K
$23.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
4.01K+ 3.19% |
$425K - $456K
|
130K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4K+ 19.21% |
$425K - $455K
|
24.8K
$2.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.97K+ 43.95% |
$421K - $451K
|
13K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
3.97KNew |
$421K - $451K
|
3.97K
$436K
|
|
|
Oct 23, 2024
Q3 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
3.9K+ 1.81% |
$414K - $443K
|
219K
$24.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.86KNew |
$410K - $439K
|
3.86K
$425K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
3.7K+ 2.46% |
$392K - $420K
|
154K
$16.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.69K+ 130.74% |
$392K - $420K
|
6.52K
$716K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.66K+ 1.9% |
$388K - $416K
|
196K
$21.6M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.63K+ 25.8% |
$386K - $413K
|
17.7K
$1.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.63K+ 3.27% |
$385K - $413K
|
115K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.63K+ 82.38% |
$385K - $413K
|
8.03K
$883K
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.62K+ 1.46% |
$384K - $412K
|
252K
$27.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
BUY
|
- |
3.59K+ 15.65% |
$381K - $408K
|
26.5K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.57KNew |
$378K - $405K
|
3.57K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.54K+ 2543.17% |
$375K - $402K
|
3.67K
$404K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.4K+ 17.52% |
$360K - $386K
|
22.8K
$2.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.31K+ 5.58% |
$351K - $376K
|
62.6K
$6.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.3K+ 11.46% |
$350K - $375K
|
32.1K
$3.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.3K+ 459.33% |
$350K - $375K
|
4.02K
$442K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.25K+ 23.24% |
$345K - $370K
|
17.2K
$1.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.22K+ 7.64% |
$342K - $366K
|
45.4K
$4.99M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
3.1K+ 5.66% |
$329K - $352K
|
57.8K
$6.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
3.05K+ 277.27% |
$324K - $347K
|
4.15K
$456K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.99K+ 49.59% |
$317K - $340K
|
9.01K
$990K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.96K+ 5.87% |
$314K - $337K
|
53.4K
$5.88M
|