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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
11.6K+ 52.44% |
$1.21M - $1.26M
|
33.7K
$3.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
11.5K+ 41.77% |
$1.2M - $1.25M
|
39.1K
$4.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
11.3K+ 8.48% |
$1.19M - $1.23M
|
145K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.5K+ 7.78% |
$1.1M - $1.14M
|
145K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.4K+ 7.02% |
$1.09M - $1.13M
|
159K
$17.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
10.4K+ 17.81% |
$1.08M - $1.12M
|
68.5K
$7.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
10.4K+ 5.05% |
$1.08M - $1.12M
|
216K
$23.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
10K+ 4.41% |
$1.05M - $1.09M
|
237K
$25.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
9.9K+ 5.64% |
$1.03M - $1.07M
|
185K
$20M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
9.79K+ 21.8% |
$1.02M - $1.06M
|
54.7K
$5.92M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
9.78K+ 7.19% |
$1.02M - $1.06M
|
146K
$15.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
9.78K+ 2.55% |
$1.02M - $1.06M
|
393K
$42.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.61K+ 3.19% |
$1M - $1.04M
|
311K
$33.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.57K+ 5.77% |
$1M - $1.04M
|
175K
$19M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
9.16KNew |
$958K - $993K
|
9.16K
$991K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
9.12K+ 3.56% |
$953K - $989K
|
265K
$28.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.92K+ 9.41% |
$932K - $967K
|
104K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.88KNew |
$928K - $963K
|
8.88K
$960K
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
8.81K+ 4.79% |
$921K - $955K
|
193K
$20.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
8.78K+ 26.2% |
$918K - $953K
|
42.3K
$4.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
8.75K+ 20.97% |
$915K - $949K
|
50.5K
$5.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
8.3K+ 2.6% |
$868K - $900K
|
328K
$35.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.85K+ 39.65% |
$821K - $851K
|
27.7K
$2.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.54KNew |
$788K - $817K
|
7.54K
$815K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
7.07KNew |
$739K - $767K
|
7.07K
$765K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
7KNew |
$732K - $759K
|
7K
$757K
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
6.98KNew |
$730K - $757K
|
6.98K
$755K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.87K+ 10.96% |
$718K - $745K
|
69.6K
$7.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.73KNew |
$704K - $730K
|
6.73K
$728K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
6.59KNew |
$689K - $715K
|
6.59K
$713K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.55K+ 5953.64% |
$685K - $710K
|
6.66K
$721K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.54K+ 0.56% |
$684K - $710K
|
1.17M
$126M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.47KNew |
$676K - $702K
|
6.47K
$700K
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
6.43KNew |
$672K - $697K
|
6.43K
$695K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6.37K+ 3.52% |
$666K - $691K
|
187K
$20.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
6.3KNew |
$658K - $683K
|
6.3K
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
6.2KNew |
$648K - $672K
|
6.2K
$671K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.05K+ 12.87% |
$632K - $656K
|
53K
$5.74M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
6.04K+ 6.55% |
$632K - $655K
|
98.4K
$10.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
5.93K+ 12.85% |
$620K - $643K
|
52.1K
$5.64M
|
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
5.73K+ 19.35% |
$599K - $622K
|
35.4K
$3.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
5.69KNew |
$595K - $618K
|
5.69K
$616K
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
5.43KNew |
$568K - $589K
|
5.43K
$588K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.42KNew |
$566K - $587K
|
5.42K
$586K
|
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
5.4K+ 2.76% |
$564K - $585K
|
201K
$21.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.36K+ 6.15% |
$561K - $582K
|
92.6K
$10M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
5.12K+ 15.41% |
$535K - $555K
|
38.3K
$4.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
5.06KNew |
$529K - $549K
|
5.06K
$547K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.93KNew |
$515K - $534K
|
4.93K
$533K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.9K+ 26.77% |
$512K - $532K
|
23.2K
$2.51M
|