Purchases and Sales Made in Q3 2024 in Ishares Iboxx $ Investment Gra (LQD)

LQD Quotes by TradingView

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
Benjamin Edwards Inc

Clayton, MO
BUY
 -
897
+ 64.86%
$95.2K - $102K
2.28K $246K
Oct 09, 2024 Q3 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
872
New
$92.5K - $99.2K
872 $94K
Nov 13, 2024 Q3 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
870
+ 8.55%
$92.3K - $98.9K
11K $1.19M
Nov 01, 2024 Q3 2024
Mesirow Financial Investment Management, Inc.

BUY
 -
867
+ 6.28%
$92K - $98.6K
14.7K $1.58M
Nov 14, 2024 Q3 2024
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
863
New
$91.6K - $98.1K
863 $93K
Nov 07, 2024 Q3 2024
J. W. Coons Advisors, LLC

BUY
 -
830
+ 24.58%
$88.1K - $94.4K
4.21K $453K
Oct 07, 2024 Q3 2024
Heartwood Wealth Advisors LLC

BUY
 -
738
+ 1.06%
$78.3K - $83.9K
70.6K $7.61M
Nov 13, 2024 Q3 2024
Private Trust CO Na

BUY
 -
724
+ 7.94%
$76.8K - $82.3K
9.84K $1.06M
Oct 17, 2024 Q3 2024
Intergy Private Wealth, LLC

BUY
 -
720
+ 12.0%
$76.4K - $81.9K
6.72K $724K
Oct 25, 2024 Q3 2024
Center For Asset Management LLC

BUY
 -
673
+ 2.44%
$71.4K - $76.5K
28.2K $3.04M
Nov 12, 2024 Q3 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
666
+ 1.68%
$70.7K - $75.7K
40.4K $4.35M
Oct 15, 2024 Q3 2024
Hb Wealth Management, LLC

BUY
 -
659
+ 16.3%
$69.9K - $74.9K
4.7K $507K
Nov 04, 2024 Q3 2024
Parsons Capital Management Inc

BUY
 -
647
+ 6.39%
$68.7K - $73.6K
10.8K $1.16M
Oct 16, 2024 Q3 2024
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
643
+ 10.85%
$68.2K - $73.1K
6.57K $708K
Oct 31, 2024 Q3 2024
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
618
+ 30.07%
$65.6K - $70.3K
2.67K $288K
Nov 12, 2024 Q3 2024
Guardian Capital Advisors LP

Toronto, A6
BUY
 -
618
+ 27.3%
$65.6K - $70.3K
2.88K $311K
Oct 15, 2024 Q3 2024
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
595
+ 2.39%
$63.1K - $67.7K
25.5K $2.74M
Oct 15, 2024 Q3 2024
Aspect Partners, LLC

Fairfax, VA
BUY
 -
579
New
$61.4K - $65.8K
579 $62.4K
Nov 12, 2024 Q3 2024
Van Strum & Towne Inc.

San Francisco, CA
BUY
 -
575
+ 5.02%
$61K - $65.4K
12K $1.3M
Oct 30, 2024 Q3 2024
Crestwood Advisors Group LLC

BUY
 -
560
+ 8.41%
$59.4K - $63.7K
7.22K $778K
Nov 14, 2024 Q3 2024
Alliancebernstein L.P.

New York, NY
BUY
 -
557
+ 0.72%
$59.1K - $63.3K
77.8K $8.38M
Nov 14, 2024 Q3 2024
Jt Stratford LLC

Gainesville, GA
BUY
 -
548
+ 5.29%
$58.1K - $62.3K
10.9K $1.18M
Nov 14, 2024 Q3 2024
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
536
+ 7.09%
$56.9K - $61K
8.09K $872K
Nov 06, 2024 Q3 2024
River & Mercantile LLC

Waltham, MA
BUY
 -
531
+ 2.84%
$56.3K - $60.4K
19.2K $2.07M
Nov 14, 2024 Q3 2024
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
527
+ 18.24%
$55.9K - $59.9K
3.42K $368K
Oct 15, 2024 Q3 2024
Mcdonald Partners LLC

BUY
 -
500
+ 7.14%
$53.1K - $56.9K
7.5K $808K
Oct 24, 2024 Q3 2024
Davenport & CO LLC

BUY
 -
496
+ 23.45%
$52.6K - $56.4K
2.61K $281K
Nov 12, 2024 Q3 2024
Running Point Capital Advisors, LLC

BUY
 -
488
+ 4.42%
$51.8K - $55.5K
11.5K $1.24M
Oct 08, 2024 Q3 2024
Future Financial Wealth Managment LLC

BUY
 -
486
New
$51.6K - $55.3K
486 $52.4K
Oct 24, 2024 Q3 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
486
+ 23.94%
$51.6K - $55.3K
2.52K $271K
Oct 16, 2024 Q3 2024
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
475
+ 11.93%
$50.4K - $54K
4.46K $480K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
472
New
$50.1K - $53.7K
472 $50.9K
Oct 22, 2024 Q3 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
468
+ 18.04%
$49.7K - $53.2K
3.06K $330K
Oct 17, 2024 Q3 2024
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
462
+ 0.86%
$49K - $52.5K
54.3K $5.85M
Oct 24, 2024 Q3 2024
Traynor Capital Management, Inc.

BUY
 -
443
+ 5.63%
$47K - $50.4K
8.31K $896K
Oct 07, 2024 Q3 2024
City Center Advisors, LLC

Troy, MI
BUY
 -
435
+ 13.56%
$46.2K - $49.5K
3.64K $392K
Nov 14, 2024 Q3 2024
Geneos Wealth Management Inc.

BUY
 -
428
+ 21.13%
$45.4K - $48.7K
2.45K $264K
Oct 24, 2024 Q3 2024
J.W. Cole Advisors, Inc.

BUY
 -
428
+ 3.54%
$45.4K - $48.7K
12.5K $1.35M
Nov 05, 2024 Q3 2024
Mascoma Wealth Management LLC

BUY
 -
420
New
$44.6K - $47.8K
420 $45.3K
Oct 22, 2024 Q3 2024
Saxony Capital Management, LLC

St. Louis, MO
BUY
 -
419
+ 2.54%
$44.5K - $47.6K
16.9K $1.82M
Nov 13, 2024 Q3 2024
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
416
+ 16.77%
$44.1K - $47.3K
2.9K $312K
Oct 04, 2024 Q3 2024
Quent Capital, LLC

BUY
 -
414
+ 811.76%
$43.9K - $47.1K
465 $50.1K
Nov 12, 2024 Q3 2024
Blair William & CO

Chicago, IL
BUY
 -
412
+ 1.15%
$43.7K - $46.9K
36.2K $3.9M
Oct 22, 2024 Q3 2024
Simpli Fi, Inc.

BUY
 -
402
+ 0.12%
$42.7K - $45.7K
337K $36.3M
Oct 24, 2024 Q3 2024
Arkadios Wealth Advisors

BUY
 -
392
+ 11.82%
$41.6K - $44.6K
3.71K $400K
Nov 01, 2024 Q3 2024
Sheets Smith Wealth Management

BUY
 -
386
+ 2.46%
$41K - $43.9K
16.1K $1.74M
Nov 12, 2024 Q3 2024
Hemington Wealth Management

BUY
 -
378
New
$40.1K - $43K
378 $40.7K
Oct 07, 2024 Q3 2024
Dynamic Advisor Solutions LLC

BUY
 -
371
+ 3.41%
$39.4K - $42.2K
11.2K $1.21M
Nov 14, 2024 Q3 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
367
+ 17.57%
$38.9K - $41.7K
2.46K $265K

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