Purchases and Sales Made in Q1 2024 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-4.49KClosed |
$480K - $497K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-4.49K- 14.08% |
$481K - $497K
|
27.4K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.65K- 62.39% |
$498K - $515K
|
2.8K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4.72K- 7.54% |
$505K - $522K
|
57.9K
$6.33M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.02K- 57.68% |
$537K - $555K
|
3.68K
$403K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-5.07K- 50.5% |
$542K - $561K
|
4.97K
$544K
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-5.3K- 24.22% |
$567K - $586K
|
16.6K
$1.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.31K- 37.82% |
$568K - $587K
|
8.73K
$955K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-5.34K- 3.81% |
$571K - $590K
|
135K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.37KClosed |
$574K - $594K
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-5.37K- 23.08% |
$575K - $594K
|
17.9K
$1.96M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.39K- 38.07% |
$577K - $596K
|
8.77K
$960K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-5.48K- 38.72% |
$587K - $607K
|
8.68K
$950K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.51K- 50.63% |
$589K - $609K
|
5.37K
$588K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.98K- 34.8% |
$640K - $662K
|
11.2K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.05K- 41.54% |
$647K - $669K
|
8.52K
$932K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.18K- 87.73% |
$661K - $683K
|
864
$94.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.46K- 14.08% |
$691K - $715K
|
39.4K
$4.32M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.5K- 74.63% |
$695K - $719K
|
2.21K
$242K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.55K- 2.81% |
$701K - $725K
|
227K
$24.8M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-6.63K- 4.32% |
$709K - $733K
|
147K
$16.1M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-6.66K- 74.59% |
$713K - $737K
|
2.27K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-6.68K- 29.24% |
$715K - $739K
|
16.2K
$1.77M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-6.68K- 41.0% |
$715K - $739K
|
9.61K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.7K- 43.5% |
$717K - $741K
|
8.7K
$952K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-6.72K- 45.32% |
$719K - $743K
|
8.11K
$888K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.73K- 7.61% |
$719K - $744K
|
81.7K
$8.94M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-6.86K- 2.45% |
$734K - $759K
|
274K
$29.9M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.87K- 24.55% |
$735K - $760K
|
21.1K
$2.31M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.05K- 60.05% |
$754K - $780K
|
4.69K
$513K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-7.06K- 22.76% |
$755K - $781K
|
24K
$2.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-7.27K- 28.21% |
$777K - $804K
|
18.5K
$2.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.45K- 13.33% |
$797K - $824K
|
48.4K
$5.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.5K- 38.67% |
$802K - $830K
|
11.9K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-7.8K- 65.41% |
$835K - $863K
|
4.13K
$452K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.72K- 21.63% |
$933K - $964K
|
31.6K
$3.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-8.72K- 78.17% |
$933K - $965K
|
2.44K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.93K- 86.29% |
$956K - $988K
|
1.42K
$155K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.38K- 3.53% |
$1M - $1.04M
|
256K
$28M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-9.41K- 11.87% |
$1.01M - $1.04M
|
69.9K
$7.65M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-9.49K- 9.94% |
$1.02M - $1.05M
|
86K
$9.41M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.51K- 65.86% |
$1.02M - $1.05M
|
4.93K
$540K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.52K- 22.66% |
$1.02M - $1.05M
|
32.5K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-10K- 61.24% |
$1.07M - $1.11M
|
6.35K
$695K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-10.2K- 30.95% |
$1.09M - $1.13M
|
22.7K
$2.49M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-10.3K- 60.56% |
$1.1M - $1.14M
|
6.72K
$735K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.4K- 24.83% |
$1.11M - $1.15M
|
31.4K
$3.44M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-11.3K- 11.5% |
$1.2M - $1.25M
|
86.7K
$9.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11.3K- 62.83% |
$1.21M - $1.25M
|
6.66K
$730K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11.4K- 40.5% |
$1.22M - $1.27M
|
16.8K
$1.84M
|