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 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.9K+ 0.73% |
$3.2M - $3.31M
|
4.16M
$449M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
27.9K+ 0.26% |
$2.98M - $3.09M
|
10.6M
$1.15B
|
|
|
May 13, 2024
Q1 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
27.6KNew |
$2.95M - $3.05M
|
27.6K
$2.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
25.8K+ 23.87% |
$2.76M - $2.85M
|
134K
$14.4M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.8K+ 3459.92% |
$2.65M - $2.74M
|
25.5K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
24.5K+ 24.02% |
$2.62M - $2.71M
|
126K
$13.6M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
24.2K+ 21.27% |
$2.58M - $2.67M
|
138K
$14.9M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
23.6K+ 2.84% |
$2.52M - $2.61M
|
855K
$92.3M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
22.6KNew |
$2.41M - $2.5M
|
22.6K
$2.44M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
21.9K+ 52.08% |
$2.34M - $2.42M
|
64K
$6.91M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
20.7K+ 27.78% |
$2.21M - $2.29M
|
95.2K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
20.1K+ 8.77% |
$2.15M - $2.22M
|
249K
$26.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
19.9K+ 16.14% |
$2.13M - $2.21M
|
144K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.9K+ 21.25% |
$2.13M - $2.2M
|
113K
$12.2M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
18.8KNew |
$2.01M - $2.08M
|
18.8K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18.4KNew |
$1.97M - $2.04M
|
18.4K
$1.99M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
18.2K+ 2.74% |
$1.95M - $2.01M
|
683K
$73.7M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
18.1K+ 81.11% |
$1.93M - $2M
|
40.3K
$4.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
16.9K+ 4.62% |
$1.81M - $1.87M
|
383K
$41.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
16.2K+ 10.04% |
$1.74M - $1.8M
|
178K
$19.2M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
16.1K+ 26.76% |
$1.73M - $1.79M
|
76.5K
$8.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
16.1K+ 9.73% |
$1.72M - $1.78M
|
181K
$19.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
15.8K+ 5.36% |
$1.69M - $1.75M
|
310K
$33.5M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15.4K+ 465.76% |
$1.65M - $1.71M
|
18.7K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
15.4K+ 9.14% |
$1.65M - $1.71M
|
184K
$19.9M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
15.3K+ 7.14% |
$1.63M - $1.69M
|
229K
$24.7M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15.2K+ 11.93% |
$1.62M - $1.68M
|
142K
$15.4M
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
15.1K+ 19.32% |
$1.61M - $1.67M
|
93.1K
$10.1M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
14.9K+ 443.95% |
$1.59M - $1.64M
|
18.2K
$1.97M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
14.5K+ 11.9% |
$1.55M - $1.6M
|
136K
$14.7M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
14.4K+ 7.93% |
$1.54M - $1.6M
|
196K
$21.2M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
14.2K+ 37.24% |
$1.51M - $1.57M
|
52.2K
$5.63M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
14K+ 423.37% |
$1.49M - $1.55M
|
17.3K
$1.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
13.9K+ 2.65% |
$1.49M - $1.54M
|
539K
$58.2M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
13.2KNew |
$1.41M - $1.46M
|
13.2K
$1.43M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
13.2K+ 199.55% |
$1.41M - $1.46M
|
19.8K
$2.14M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
13.1KNew |
$1.4M - $1.45M
|
13.1K
$1.42M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
13.1KNew |
$1.4M - $1.45M
|
13.1K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
12.9KNew |
$1.38M - $1.43M
|
12.9K
$1.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.6KNew |
$1.35M - $1.39M
|
12.6K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.5K+ 10.23% |
$1.33M - $1.38M
|
134K
$14.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
12KNew |
$1.28M - $1.33M
|
12K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
11.8K+ 26.33% |
$1.26M - $1.3M
|
56.4K
$6.09M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.5K+ 1.73% |
$1.23M - $1.27M
|
676K
$73M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.4K+ 3.01% |
$1.21M - $1.26M
|
388K
$41.9M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 13.92% |
$1.19M - $1.23M
|
91.2K
$9.85M
|
|
|
May 02, 2024
Q1 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
11K+ 13.31% |
$1.18M - $1.22M
|
93.8K
$10.1M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11KNew |
$1.18M - $1.22M
|
11K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11K+ 5.09% |
$1.17M - $1.21M
|
227K
$24.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.6KNew |
$1.14M - $1.18M
|
10.6K
$1.15M
|