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 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-141- 0.55% |
$15K - $16K
|
25.7K
$2.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-143- 4.0% |
$15.2K - $16.3K
|
3.43K
$371K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-145- 0.45% |
$15.4K - $16.5K
|
31.8K
$3.44M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-151- 3.99% |
$16K - $17.2K
|
3.63K
$392K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-167- 2.45% |
$17.7K - $19K
|
6.64K
$717K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-167- 8.49% |
$17.7K - $19K
|
1.8K
$195K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-169- 2.09% |
$17.9K - $19.2K
|
7.93K
$856K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-172- 2.88% |
$18.3K - $19.6K
|
5.8K
$626K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-180- 7.94% |
$19.1K - $20.5K
|
2.09K
$226K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-182- 2.44% |
$19.3K - $20.7K
|
7.27K
$785K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-185- 6.73% |
$19.6K - $21K
|
2.56K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-185- 25.77% |
$19.6K - $21K
|
533
$57.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-185- 6.67% |
$19.6K - $21K
|
2.59K
$280K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-189- 62.17% |
$20.1K - $21.5K
|
115
$12.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-190- 4.06% |
$20.2K - $21.6K
|
4.5K
$485K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-191- 28.25% |
$20.3K - $21.7K
|
485
$52.4K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-195- 1.48% |
$20.7K - $22.2K
|
13K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-195- 1.96% |
$20.7K - $22.2K
|
9.77K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-200- 4.02% |
$21.2K - $22.7K
|
4.78K
$516K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-200- 89.69% |
$21.2K - $22.7K
|
23
$2.48K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-205- 0.07% |
$21.8K - $23.3K
|
276K
$29.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-206- 8.93% |
$21.9K - $23.4K
|
2.1K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-215- 1.2% |
$22.8K - $24.4K
|
17.7K
$1.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-217- 51.06% |
$23K - $24.7K
|
208
$22.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-218- 2.68% |
$23.1K - $24.8K
|
7.91K
$854K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-220- 1.83% |
$23.3K - $25K
|
11.8K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-221- 1.76% |
$23.5K - $25.1K
|
12.3K
$1.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-227- 1.32% |
$24.1K - $25.8K
|
17K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-231- 4.05% |
$24.5K - $26.3K
|
5.48K
$591K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-250- 9.67% |
$26.5K - $28.4K
|
2.33K
$252K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-256- 6.75% |
$27.2K - $29.1K
|
3.54K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-263- 3.6% |
$27.9K - $29.9K
|
7.03K
$760K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-267- 2.9% |
$28.3K - $30.4K
|
8.95K
$967K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-267- 39.44% |
$28.3K - $30.4K
|
410
$44.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-276- 23.63% |
$29.3K - $31.4K
|
892
$96.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-285- 5.22% |
$30.2K - $32.4K
|
5.18K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-286- 7.1% |
$30.3K - $32.5K
|
3.74K
$404K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-293- 2.84% |
$31.1K - $33.3K
|
10K
$1.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-298- 3.03% |
$31.6K - $33.9K
|
9.53K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-301- 6.43% |
$31.9K - $34.2K
|
4.38K
$473K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-309- 9.95% |
$32.8K - $35.1K
|
2.8K
$302K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-312- 6.31% |
$33.1K - $35.5K
|
4.63K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-318- 6.33% |
$33.7K - $36.2K
|
4.71K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-319- 28.08% |
$33.8K - $36.3K
|
817
$88.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-325- 5.87% |
$34.5K - $37K
|
5.21K
$563K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-326- 13.09% |
$34.6K - $37.1K
|
2.16K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-337- 5.34% |
$35.8K - $38.3K
|
5.97K
$645K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-339- 1.62% |
$36K - $38.6K
|
20.6K
$2.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-351- 11.52% |
$37.2K - $39.9K
|
2.7K
$291K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-361- 28.34% |
$38.3K - $41.1K
|
913
$98.6K
|