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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-32.9K- 81.1% |
$3.52M - $3.64M
|
7.66K
$839K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-33.7K- 88.46% |
$3.6M - $3.73M
|
4.39K
$481K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-36.2K- 96.71% |
$3.87M - $4.01M
|
1.23K
$135K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-36.9K- 84.93% |
$3.95M - $4.08M
|
6.54K
$716K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-37.3K- 99.28% |
$3.99M - $4.13M
|
270
$29.6K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-38.9K- 58.5% |
$4.16M - $4.3M
|
27.6K
$3.02M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-40.3K- 12.5% |
$4.32M - $4.46M
|
283K
$30.9M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-41.5K- 42.87% |
$4.44M - $4.59M
|
55.3K
$6.05M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-43.9K- 0.32% |
$4.69M - $4.85M
|
13.8M
$1.51B
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-44.7K- 2.91% |
$4.79M - $4.95M
|
1.49M
$163M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-44.8K- 63.96% |
$4.8M - $4.96M
|
25.3K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46.8K- 3.37% |
$5M - $5.17M
|
1.34M
$147M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-47.4K- 65.45% |
$5.07M - $5.25M
|
25K
$2.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-48.1K- 61.38% |
$5.15M - $5.32M
|
30.3K
$3.31M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-53.5K- 96.86% |
$5.73M - $5.92M
|
1.74K
$190K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-53.7K- 19.62% |
$5.75M - $5.95M
|
220K
$24.1M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-55.6K- 59.38% |
$5.95M - $6.15M
|
38.1K
$4.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-55.7K- 87.0% |
$5.96M - $6.16M
|
8.33K
$911K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-56.4K- 48.02% |
$6.03M - $6.24M
|
61K
$6.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-56.6K- 96.26% |
$6.05M - $6.26M
|
2.2K
$240K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-57K- 65.47% |
$6.1M - $6.3M
|
30.1K
$3.29M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-58.3K- 71.02% |
$6.23M - $6.45M
|
23.8K
$2.6M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-61.3K- 40.42% |
$6.55M - $6.78M
|
90.3K
$9.88M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-66.1K- 51.63% |
$7.07M - $7.31M
|
61.9K
$6.78M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-71.7K- 25.72% |
$7.67M - $7.93M
|
207K
$22.7M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-80.3K- 39.26% |
$8.59M - $8.88M
|
124K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-81.1K- 46.21% |
$8.67M - $8.97M
|
94.4K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-83.4K- 81.99% |
$8.92M - $9.22M
|
18.3K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-84K- 15.97% |
$8.99M - $9.3M
|
442K
$48.4M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-87.4K- 2.65% |
$9.35M - $9.67M
|
3.21M
$351M
|
|
|
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-90K- 95.28% |
$9.63M - $9.96M
|
4.46K
$488K
|
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-94.2K- 30.41% |
$10.1M - $10.4M
|
215K
$23.6M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-95.6K- 44.28% |
$10.2M - $10.6M
|
120K
$13.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-99.3K- 82.67% |
$10.6M - $11M
|
20.8K
$2.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-101K- 23.99% |
$10.8M - $11.1M
|
319K
$34.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-103K- 64.46% |
$11M - $11.4M
|
56.7K
$6.2M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-116K- 9.04% |
$12.4M - $12.8M
|
1.16M
$127M
|
|
|
May 01, 2024
Q1 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-127K- 88.34% |
$13.6M - $14M
|
16.7K
$1.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-142K- 88.52% |
$15.2M - $15.7M
|
18.4K
$2.02M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-151K- 60.17% |
$16.2M - $16.7M
|
100K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-169K- 94.86% |
$18M - $18.7M
|
9.13K
$999K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-200K- 43.24% |
$21.4M - $22.1M
|
263K
$28.7M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-206K- 51.49% |
$22M - $22.7M
|
194K
$21.2M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-209K- 58.16% |
$22.3M - $23.1M
|
150K
$16.4M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-246K- 93.41% |
$26.3M - $27.2M
|
17.4K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-271K- 62.44% |
$29M - $29.9M
|
163K
$17.8M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-279K- 31.49% |
$29.9M - $30.9M
|
608K
$66.6M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-283K- 92.75% |
$30.2M - $31.3M
|
22.1K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-291K- 46.13% |
$31.1M - $32.2M
|
340K
$37.2M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-315K- 68.59% |
$33.7M - $34.9M
|
144K
$15.8M
|