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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.47K- 6.46% |
$899K - $963K
|
123K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-9.13K- 10.24% |
$969K - $1.04M
|
80.1K
$8.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-9.67K- 58.98% |
$1.03M - $1.1M
|
6.73K
$728K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-9.69K- 6.68% |
$1.03M - $1.1M
|
135K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.75K- 4.61% |
$1.03M - $1.11M
|
202K
$21.8M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-9.93K- 7.27% |
$1.05M - $1.13M
|
127K
$13.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-9.96K- 14.21% |
$1.06M - $1.13M
|
60.1K
$6.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.5K- 2.51% |
$1.11M - $1.19M
|
407K
$44.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.7K- 0.75% |
$1.14M - $1.22M
|
1.42M
$153M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-10.8K- 20.73% |
$1.14M - $1.23M
|
41.2K
$4.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-10.9K- 27.82% |
$1.15M - $1.24M
|
28.2K
$3.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-11K- 1.11% |
$1.17M - $1.25M
|
983K
$106M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-12.3K- 4.54% |
$1.31M - $1.4M
|
259K
$28M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-13.6K- 26.48% |
$1.44M - $1.54M
|
37.7K
$4.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-13.7K- 29.58% |
$1.45M - $1.56M
|
32.6K
$3.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-14.1K- 99.91% |
$1.5M - $1.61M
|
13
$1.41K
|
|
|
Nov 13, 2024
Q3 2024
|
Jones Road Capital Management, L.P.
New York, NY |
SELL
|
- |
-14.2K- 12.96% |
$1.5M - $1.61M
|
95.2K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-14.4K- 15.92% |
$1.53M - $1.64M
|
76.2K
$8.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14.6K- 93.18% |
$1.55M - $1.67M
|
1.07K
$116K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.7K- 5.49% |
$1.56M - $1.67M
|
252K
$27.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.7K- 28.02% |
$1.56M - $1.67M
|
37.7K
$4.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-14.7K- 35.32% |
$1.56M - $1.68M
|
27K
$2.92M
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-15.9K- 10.07% |
$1.69M - $1.81M
|
142K
$15.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-16.3K- 37.1% |
$1.73M - $1.85M
|
27.6K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-16.3K- 20.35% |
$1.73M - $1.85M
|
63.8K
$6.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.3K- 19.93% |
$1.73M - $1.86M
|
65.7K
$7.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-16.6K- 34.95% |
$1.76M - $1.89M
|
31K
$3.35M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.2K- 91.04% |
$1.93M - $2.07M
|
1.79K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-19.5K- 70.89% |
$2.07M - $2.22M
|
8K
$866K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-19.6K- 46.98% |
$2.08M - $2.23M
|
22.1K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-20.1K- 35.45% |
$2.13M - $2.29M
|
36.6K
$3.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-21.2K- 31.48% |
$2.25M - $2.42M
|
46.2K
$5M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-21.8K- 79.1% |
$2.32M - $2.48M
|
5.77K
$624K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-22K- 16.05% |
$2.33M - $2.5M
|
115K
$12.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-22.5K- 28.0% |
$2.39M - $2.56M
|
57.8K
$6.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-23.3K- 55.1% |
$2.47M - $2.65M
|
19K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
SELL
|
- |
-25K- 18.43% |
$2.65M - $2.84M
|
111K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-26K- 5.03% |
$2.76M - $2.96M
|
491K
$53.1M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-26.3K- 98.96% |
$2.8M - $3M
|
277
$30K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-28K- 23.04% |
$2.97M - $3.18M
|
93.5K
$10.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-29.1K- 23.6% |
$3.09M - $3.31M
|
94.2K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-31K- 31.98% |
$3.29M - $3.52M
|
65.9K
$7.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-32.1K- 88.85% |
$3.41M - $3.65M
|
4.03K
$436K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-32.2K- 29.79% |
$3.42M - $3.66M
|
75.8K
$8.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-32.4K- 12.96% |
$3.44M - $3.68M
|
218K
$23.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-32.6K- 65.02% |
$3.46M - $3.71M
|
17.5K
$1.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33K- 17.94% |
$3.5M - $3.75M
|
151K
$16.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-33.8K- 9.93% |
$3.58M - $3.84M
|
306K
$33.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-34.2K- 9.73% |
$3.63M - $3.89M
|
317K
$34.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-38.6K- 22.52% |
$4.1M - $4.39M
|
133K
$14.4M
|