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 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
109K+ 258.84% |
$11.5M - $12.4M
|
151K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
108KNew |
$11.5M - $12.3M
|
108K
$11.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
106K+ 173.48% |
$11.2M - $12M
|
167K
$18M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
96.1KNew |
$10.2M - $10.9M
|
96.1K
$10.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
92.1KNew |
$9.77M - $10.5M
|
92.1K
$9.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
89.3K+ 2.53% |
$9.48M - $10.2M
|
3.62M
$392M
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
87.9KNew |
$9.33M - $10M
|
87.9K
$9.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
83.2K+ 6.27% |
$8.82M - $9.46M
|
1.41M
$153M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
77.9K+ 108.91% |
$8.26M - $8.86M
|
149K
$16.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
76.1KNew |
$8.07M - $8.65M
|
76.1K
$8.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
72K+ 19949.58% |
$7.64M - $8.19M
|
72.4K
$7.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
72KNew |
$7.64M - $8.19M
|
72K
$7.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
58.7K+ 11.88% |
$6.23M - $6.68M
|
553K
$59.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
55.8K+ 83314.93% |
$5.92M - $6.35M
|
55.9K
$6.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
54.8K+ 676.18% |
$5.82M - $6.23M
|
62.9K
$6.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
54.2K+ 233.44% |
$5.75M - $6.16M
|
77.4K
$8.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
53.9K+ 15.58% |
$5.72M - $6.13M
|
400K
$43.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
53.7K+ 11.0% |
$5.7M - $6.1M
|
541K
$58.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
52.5K+ 39.08% |
$5.57M - $5.97M
|
187K
$20.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
52.5K+ 25.61% |
$5.57M - $5.97M
|
257K
$27.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
50.5K+ 578.8% |
$5.36M - $5.74M
|
59.2K
$6.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
49.8KNew |
$5.28M - $5.66M
|
49.8K
$5.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
47.1K+ 31.85% |
$5M - $5.36M
|
195K
$21.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
45K+ 5.81% |
$4.77M - $5.12M
|
820K
$88.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
44.2KNew |
$4.69M - $5.03M
|
44.2K
$4.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.7K+ 7.47% |
$4.42M - $4.74M
|
600K
$64.9M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
39.7K+ 57.5% |
$4.21M - $4.51M
|
109K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.4K+ 13.32% |
$4.07M - $4.36M
|
326K
$35.3M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
36.9K+ 14.0% |
$3.92M - $4.2M
|
301K
$32.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
35.4K+ 241.29% |
$3.76M - $4.03M
|
50.1K
$5.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
34.8K+ 18.52% |
$3.7M - $3.96M
|
223K
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
34.7KNew |
$3.68M - $3.95M
|
34.7K
$3.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
34.1KNew |
$3.62M - $3.88M
|
34.1K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
32.9K+ 691.3% |
$3.49M - $3.74M
|
37.7K
$4.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
32KNew |
$3.39M - $3.63M
|
32K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
31KNew |
$3.29M - $3.52M
|
31K
$3.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
30.1K+ 2443.26% |
$3.19M - $3.42M
|
31.3K
$3.39M
|
|
|
Feb 05, 2025
Q3 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
30.1K+ 113.01% |
$3.19M - $3.42M
|
56.7K
$6.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
30KNew |
$3.19M - $3.42M
|
30K
$3.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
29.6K+ 30.41% |
$3.14M - $3.36M
|
127K
$13.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
29.1K+ 29.47% |
$3.09M - $3.31M
|
128K
$13.8M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
28.3KNew |
$3M - $3.22M
|
28.3K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26.8K+ 17.7% |
$2.84M - $3.04M
|
178K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
26.6K+ 1260.41% |
$2.82M - $3.02M
|
28.7K
$3.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
25.9K+ 371.07% |
$2.75M - $2.95M
|
32.9K
$3.56M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.9KNew |
$2.75M - $2.94M
|
25.9K
$2.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
25.7K+ 31.79% |
$2.73M - $2.92M
|
107K
$11.5M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25.6K+ 454.38% |
$2.72M - $2.91M
|
31.2K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
25.1KNew |
$2.66M - $2.85M
|
25.1K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
24.7K+ 14.11% |
$2.62M - $2.81M
|
200K
$21.6M
|