Purchases and Sales Made in Q2 2024 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-93- 1.05% |
$9.72K - $10.1K
|
8.8K
$950K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-93- 41.89% |
$9.72K - $10.1K
|
129
$13.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-95- 3.84% |
$9.93K - $10.3K
|
2.38K
$257K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-95- 1.55% |
$9.93K - $10.3K
|
6.02K
$650K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-98- 9.85% |
$10.2K - $10.6K
|
897
$96.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-103- 0.55% |
$10.8K - $11.2K
|
18.7K
$2.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-103- 4.84% |
$10.8K - $11.2K
|
2.02K
$219K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-104- 5.12% |
$10.9K - $11.3K
|
1.93K
$208K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-105- 0.98% |
$11K - $11.4K
|
10.6K
$1.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-109- 5.41% |
$11.4K - $11.8K
|
1.91K
$206K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-110- 0.29% |
$11.5K - $11.9K
|
38.1K
$4.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-110- 0.56% |
$11.5K - $11.9K
|
19.5K
$2.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-115- 51.11% |
$12K - $12.5K
|
110
$11.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-117- 2.99% |
$12.2K - $12.7K
|
3.8K
$410K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-118- 0.45% |
$12.3K - $12.8K
|
25.8K
$2.79M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-119- 2.8% |
$12.4K - $12.9K
|
4.14K
$447K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-135- 1.92% |
$14.1K - $14.6K
|
6.89K
$744K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-144- 0.2% |
$15.1K - $15.6K
|
70.5K
$7.61M
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-153- 0.77% |
$16K - $16.6K
|
19.6K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-154- 78.17% |
$16.1K - $16.7K
|
43
$4.64K
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
SELL
|
- |
-157- 7.48% |
$16.4K - $17K
|
1.94K
$210K
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-164- 4.34% |
$17.1K - $17.8K
|
3.62K
$390K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-166- 1.78% |
$17.4K - $18K
|
9.15K
$988K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-173- 17.78% |
$18.1K - $18.8K
|
800
$86.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-183- 78.21% |
$19.1K - $19.8K
|
51
$5.51K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-185- 3.6% |
$19.3K - $20.1K
|
4.95K
$534K
|
|
|
Jul 18, 2024
Q2 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-187- 5.78% |
$19.5K - $20.3K
|
3.05K
$329K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-190- 0.67% |
$19.9K - $20.6K
|
28.2K
$3.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-191- 5.56% |
$20K - $20.7K
|
3.25K
$351K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-194- 14.59% |
$20.3K - $21K
|
1.14K
$123K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-194- 31.34% |
$20.3K - $21K
|
425
$45.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-197Closed |
$20.6K - $21.4K
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 1.64% |
$20.9K - $21.7K
|
12K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-209- 2.34% |
$21.8K - $22.7K
|
8.72K
$942K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-214- 46.62% |
$22.4K - $23.2K
|
245
$26.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-219- 48.34% |
$22.9K - $23.8K
|
234
$25.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-221- 2.17% |
$23.1K - $24K
|
9.97K
$1.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-223- 3.31% |
$23.3K - $24.2K
|
6.51K
$703K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-238- 1.41% |
$24.9K - $25.8K
|
16.6K
$1.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-238- 1.18% |
$24.9K - $25.8K
|
19.9K
$2.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-243- 10.63% |
$25.4K - $26.4K
|
2.04K
$221K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-245- 5.71% |
$25.6K - $26.6K
|
4.04K
$437K
|
|
|
Jul 10, 2024
Q2 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-247- 7.11% |
$25.8K - $26.8K
|
3.23K
$349K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-252- 0.85% |
$26.3K - $27.3K
|
29.4K
$3.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-255- 1.38% |
$26.7K - $27.7K
|
18.2K
$1.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-260- 1.86% |
$27.2K - $28.2K
|
13.7K
$1.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-273- 0.29% |
$28.5K - $29.6K
|
92.5K
$9.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-279- 5.7% |
$29.2K - $30.3K
|
4.62K
$499K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-281- 44.67% |
$29.4K - $30.5K
|
348
$37.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-283- 6.82% |
$29.6K - $30.7K
|
3.87K
$418K
|