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 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-301- 6.43% |
$31.9K - $34.2K
|
4.38K
$478K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-309- 9.95% |
$32.8K - $35.1K
|
2.8K
$305K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-312- 6.31% |
$33.1K - $35.5K
|
4.63K
$505K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-318- 6.33% |
$33.7K - $36.2K
|
4.71K
$514K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-319- 28.08% |
$33.8K - $36.3K
|
817
$89.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-325- 5.87% |
$34.5K - $37K
|
5.21K
$569K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-326- 13.09% |
$34.6K - $37.1K
|
2.16K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-337- 5.34% |
$35.8K - $38.3K
|
5.97K
$652K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-339- 1.62% |
$36K - $38.6K
|
20.6K
$2.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-351- 11.52% |
$37.2K - $39.9K
|
2.7K
$294K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-361- 28.34% |
$38.3K - $41.1K
|
913
$99.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-373- 2.63% |
$39.6K - $42.4K
|
13.8K
$1.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-376- 5.29% |
$39.9K - $42.8K
|
6.74K
$735K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-380- 0.95% |
$40.3K - $43.2K
|
39.4K
$4.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-391- 0.47% |
$41.5K - $44.5K
|
83.2K
$9.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-396- 16.94% |
$42K - $45K
|
1.94K
$212K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-402- 5.26% |
$42.7K - $45.7K
|
7.25K
$791K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-412- 50.8% |
$43.7K - $46.9K
|
399
$43.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-416- 7.04% |
$44.1K - $47.3K
|
5.5K
$600K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-424- 6.11% |
$45K - $48.2K
|
6.51K
$711K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-430- 11.08% |
$45.6K - $48.9K
|
3.45K
$377K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-434- 3.87% |
$46.1K - $49.4K
|
10.8K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-449- 6.2% |
$47.6K - $51.1K
|
6.8K
$742K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-462- 32.72% |
$49K - $52.5K
|
950
$104K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-470- 5.14% |
$49.9K - $53.4K
|
8.68K
$947K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-473- 11.13% |
$50.2K - $53.8K
|
3.78K
$412K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-479- 4.93% |
$50.8K - $54.5K
|
9.24K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-490- 4.08% |
$52K - $55.7K
|
11.5K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-492- 0.79% |
$52.2K - $56K
|
61.8K
$6.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-508- 3.03% |
$53.9K - $57.8K
|
16.3K
$1.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-524- 52.45% |
$55.6K - $59.6K
|
475
$51.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-534- 13.23% |
$56.7K - $60.7K
|
3.5K
$382K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-537- 88.61% |
$57K - $61.1K
|
69
$7.53K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-546- 16.39% |
$57.9K - $62.1K
|
2.79K
$304K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-553- 14.3% |
$58.7K - $62.9K
|
3.32K
$362K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-562- 1.67% |
$59.6K - $63.9K
|
33.1K
$3.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-574- 23.84% |
$60.9K - $65.3K
|
1.83K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-648- 11.55% |
$68.8K - $73.7K
|
4.96K
$541K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-659- 1.79% |
$69.9K - $74.9K
|
36.2K
$3.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-661- 6.1% |
$70.1K - $75.2K
|
10.2K
$1.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-669- 12.32% |
$71K - $76.1K
|
4.76K
$520K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-692- 15.16% |
$73.4K - $78.7K
|
3.87K
$423K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-697- 10.77% |
$74K - $79.3K
|
5.77K
$630K
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-706- 12.05% |
$74.9K - $80.3K
|
5.15K
$562K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-739- 1.18% |
$78.4K - $84K
|
61.9K
$6.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-753- 20.38% |
$79.9K - $85.6K
|
2.94K
$321K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-792- 20.17% |
$84K - $90.1K
|
3.14K
$342K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-798- 3.81% |
$84.7K - $90.7K
|
20.2K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-800- 18.02% |
$84.9K - $91K
|
3.64K
$397K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-809- 21.3% |
$85.8K - $92K
|
2.99K
$326K
|