Purchases and Sales Made in Q3 2024 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
98+ 1.81% |
$10.4K - $11.1K
|
5.5K
$594K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
96+ 8.89% |
$10.2K - $10.9K
|
1.18K
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
92New |
$9.76K - $10.5K
|
92
$9.94K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
92New |
$9.76K - $10.5K
|
92
$9.94K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
90+ 0.64% |
$9.55K - $10.2K
|
14.3K
$1.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
86+ 0.62% |
$9.13K - $9.78K
|
13.8K
$1.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
85+ 11.64% |
$9.02K - $9.67K
|
815
$88K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
81+ 1.34% |
$8.59K - $9.21K
|
6.13K
$662K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
81+ 3.18% |
$8.59K - $9.21K
|
2.63K
$284K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
81+ 0.29% |
$8.59K - $9.21K
|
28.2K
$3.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
77+ 3.48% |
$8.17K - $8.76K
|
2.29K
$247K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
75+ 8.36% |
$7.96K - $8.53K
|
972
$105K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
68+ 6.51% |
$7.22K - $7.73K
|
1.11K
$120K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
66+ 0.75% |
$7K - $7.51K
|
8.87K
$957K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
64+ 25.3% |
$6.79K - $7.28K
|
317
$34.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
64+ 1.42% |
$6.79K - $7.28K
|
4.57K
$493K
|
|
|
Nov 07, 2024
Q3 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
63+ 1.08% |
$6.68K - $7.16K
|
5.89K
$636K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
63+ 25.51% |
$6.68K - $7.16K
|
310
$33.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
58+ 11.89% |
$6.15K - $6.6K
|
546
$59K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
57+ 0.15% |
$6.05K - $6.48K
|
38.2K
$4.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
56+ 0.29% |
$5.94K - $6.37K
|
19.7K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
56+ 2.35% |
$5.94K - $6.37K
|
2.44K
$263K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
55+ 1.09% |
$5.84K - $6.25K
|
5.12K
$553K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
51+ 2.62% |
$5.41K - $5.8K
|
2K
$216K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
47+ 7.97% |
$4.99K - $5.34K
|
637
$68.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
46+ 0.77% |
$4.88K - $5.23K
|
6.04K
$652K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
46+ 66.67% |
$4.88K - $5.23K
|
115
$12.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
45+ 22.17% |
$4.77K - $5.12K
|
248
$26.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
42New |
$4.46K - $4.78K
|
42
$4.54K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
41New |
$4.35K - $4.66K
|
41
$4.43K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
41+ 1.05% |
$4.35K - $4.66K
|
3.95K
$426K
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
40+ 1.07% |
$4.24K - $4.55K
|
3.79K
$409K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
39+ 1.35% |
$4.14K - $4.44K
|
2.94K
$317K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
37+ 0.44% |
$3.93K - $4.21K
|
8.38K
$905K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
37+ 13.12% |
$3.93K - $4.21K
|
319
$34.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
35+ 3.63% |
$3.71K - $3.98K
|
1K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
35+ 0.83% |
$3.71K - $3.98K
|
4.25K
$459K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
34New |
$3.61K - $3.87K
|
34
$3.67K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
33+ 0.41% |
$3.5K - $3.75K
|
8.06K
$870K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
31+ 0.63% |
$3.29K - $3.53K
|
4.96K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
29+ 0.02% |
$3.08K - $3.3K
|
159K
$17.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
27+ 0.43% |
$2.86K - $3.07K
|
6.32K
$683K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
25+ 0.64% |
$2.65K - $2.84K
|
3.94K
$425K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
25+ 1.08% |
$2.65K - $2.84K
|
2.35K
$253K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25+ 0.46% |
$2.65K - $2.84K
|
5.43K
$586K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
23New |
$2.44K - $2.62K
|
23
$2.48K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
21+ 1.06% |
$2.23K - $2.39K
|
2K
$216K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
21+ 16.28% |
$2.23K - $2.39K
|
150
$16.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
20New |
$2.12K - $2.27K
|
20
$2.16K
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.63% |
$2.02K - $2.16K
|
3.05K
$329K
|