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 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.41K+ 19.1% |
$151K - $156K
|
8.79K
$950K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.4K+ 139.92% |
$150K - $155K
|
2.4K
$260K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.4K+ 21.04% |
$149K - $154K
|
8.02K
$867K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.38K+ 14.97% |
$148K - $153K
|
10.6K
$1.15M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
1.28K+ 33.46% |
$137K - $141K
|
5.09K
$550K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
1.28K+ 3.44% |
$136K - $141K
|
38.3K
$4.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.25K+ 14.08% |
$134K - $138K
|
10.1K
$1.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.25K+ 15.45% |
$133K - $138K
|
9.32K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.22K+ 61.2% |
$131K - $135K
|
3.22K
$348K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.21K+ 9.89% |
$130K - $134K
|
13.5K
$1.46M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.2K+ 52.35% |
$129K - $133K
|
3.5K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.18K+ 10.43% |
$127K - $131K
|
12.5K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.18K+ 49.13% |
$127K - $131K
|
3.59K
$388K
|
|
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
1.17KNew |
$125K - $130K
|
1.17K
$127K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.1K+ 7.18% |
$118K - $122K
|
16.4K
$1.77M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.08K+ 34.95% |
$116K - $119K
|
4.17K
$450K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.05K+ 8.03% |
$113K - $116K
|
14.2K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.04K+ 5.36% |
$112K - $115K
|
20.5K
$2.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.02K+ 5.0% |
$110K - $113K
|
21.5K
$2.32M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1K+ 16.92% |
$107K - $111K
|
6.91K
$746K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
978+ 12.0% |
$105K - $108K
|
9.13K
$986K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
949+ 0.82% |
$102K - $105K
|
117K
$12.6M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
922+ 2.13% |
$98.6K - $102K
|
44.3K
$4.78M
|
|
|
May 15, 2024
Q1 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
900+ 4.02% |
$96.3K - $99.6K
|
23.3K
$2.51M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
874+ 4.03% |
$93.5K - $96.7K
|
22.6K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
840New |
$89.9K - $92.9K
|
840
$90.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
834+ 0.15% |
$89.2K - $92.3K
|
575K
$62.1M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
833+ 99.88% |
$89.1K - $92.2K
|
1.67K
$180K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
814+ 28.46% |
$87.1K - $90.1K
|
3.67K
$397K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
755+ 28.17% |
$80.8K - $83.5K
|
3.44K
$371K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
737+ 2.66% |
$78.8K - $81.5K
|
28.5K
$3.08M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
715New |
$76.5K - $79.1K
|
715
$77.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
705+ 18.49% |
$75.4K - $78K
|
4.52K
$488K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
702+ 12.21% |
$75.1K - $77.7K
|
6.45K
$697K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
668+ 661.39% |
$71.5K - $73.9K
|
769
$83K
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
664+ 9.11% |
$71K - $73.5K
|
7.95K
$859K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
661+ 5.68% |
$70.7K - $73.1K
|
12.3K
$1.33M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
629New |
$67.3K - $69.6K
|
629
$67.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
626+ 4.87% |
$67K - $69.3K
|
13.5K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
624+ 108.9% |
$66.8K - $69K
|
1.2K
$129K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
608+ 4.8% |
$65K - $67.3K
|
13.3K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
603+ 82.94% |
$64.5K - $66.7K
|
1.33K
$144K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
590New |
$63.1K - $65.3K
|
590
$63.7K
|
|
|
Oct 31, 2024
Q1 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
574+ 11.57% |
$61.4K - $63.5K
|
5.53K
$598K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
567+ 5.35% |
$60.7K - $62.7K
|
11.2K
$1.21M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
554+ 12.88% |
$59.3K - $61.3K
|
4.86K
$524K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
547+ 28.99% |
$58.5K - $60.5K
|
2.43K
$263K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
539+ 4.15% |
$57.7K - $59.6K
|
13.5K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
524+ 2.38% |
$56.1K - $58K
|
22.5K
$2.43M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
522+ 1.08% |
$55.8K - $57.7K
|
48.7K
$5.26M
|