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 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.67KNew |
$286K - $295K
|
2.67K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.63KNew |
$281K - $291K
|
2.63K
$284K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.6K+ 8650.0% |
$278K - $287K
|
2.63K
$283K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.56K+ 12.11% |
$274K - $284K
|
23.7K
$2.56M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.53K+ 29.92% |
$271K - $280K
|
11K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.48KNew |
$265K - $274K
|
2.48K
$267K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.47KNew |
$264K - $273K
|
2.47K
$266K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.43K+ 41.31% |
$260K - $269K
|
8.32K
$898K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
2.4K+ 3.16% |
$257K - $266K
|
78.3K
$8.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.35K+ 104.44% |
$251K - $260K
|
4.6K
$497K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.33K+ 60.39% |
$249K - $257K
|
6.18K
$667K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.3K+ 74.39% |
$246K - $255K
|
5.4K
$583K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.27K+ 2.14% |
$243K - $251K
|
108K
$11.7M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.26KNew |
$242K - $250K
|
2.26K
$244K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.26K+ 3.74% |
$242K - $250K
|
62.7K
$6.77M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.24K+ 21.78% |
$239K - $247K
|
12.5K
$1.35M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.2K+ 71.87% |
$235K - $243K
|
5.25K
$567K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.18K+ 1.33% |
$233K - $241K
|
166K
$17.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2.17KNew |
$232K - $240K
|
2.17K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.16K+ 0.72% |
$232K - $239K
|
302K
$32.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.13KNew |
$228K - $236K
|
2.13K
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.1KNew |
$225K - $233K
|
2.1K
$227K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
2.03K+ 109.33% |
$217K - $224K
|
3.88K
$419K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.99K+ 228.85% |
$213K - $220K
|
2.86K
$309K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.99K+ 11.0% |
$213K - $220K
|
20.1K
$2.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.98KNew |
$212K - $219K
|
1.98K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
1.97KNew |
$211K - $218K
|
1.97K
$213K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.88KNew |
$201K - $208K
|
1.88K
$203K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.87KNew |
$200K - $207K
|
1.87K
$202K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.87K+ 31.78% |
$200K - $207K
|
7.76K
$838K
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
1.85K+ 37.76% |
$197K - $204K
|
6.74K
$727K
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1.84K+ 36.35% |
$197K - $203K
|
6.89K
$744K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.83K+ 3.26% |
$196K - $203K
|
58.1K
$6.27M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.83K+ 3.35% |
$196K - $203K
|
56.6K
$6.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
1.78K+ 4.75% |
$190K - $197K
|
39.2K
$4.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.75K+ 4.07% |
$188K - $194K
|
44.8K
$4.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
1.73K+ 6.21% |
$185K - $191K
|
29.5K
$3.19M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.69K+ 9.71% |
$180K - $186K
|
19K
$2.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
1.63K+ 1.77% |
$175K - $181K
|
93.8K
$10.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.61K+ 5.69% |
$172K - $178K
|
29.9K
$3.23M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.59K+ 24.35% |
$170K - $176K
|
8.12K
$877K
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.58K+ 1.23% |
$168K - $174K
|
129K
$14M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.57K+ 16.73% |
$168K - $173K
|
10.9K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.53K+ 2.22% |
$164K - $169K
|
70.4K
$7.6M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.49K+ 1.64% |
$160K - $165K
|
92.3K
$9.97M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.44K+ 34.81% |
$154K - $160K
|
5.59K
$603K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.43K+ 45.21% |
$153K - $158K
|
4.58K
$495K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.42K+ 53.04% |
$152K - $157K
|
4.1K
$443K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
1.42K+ 16.5% |
$152K - $157K
|
10K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
1.42KNew |
$151K - $157K
|
1.42K
$153K
|