Institutional Ownership Ishares Tr Invt Grade Corporat (LQDW)
This table provides information about the institutional ownership of Ishares Tr Invt Grade Corporat (LQDW). We have compiled data on the 24 institutions that hold shares in the stock, with a total of 1 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
258,242
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 14.66%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
171,933
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 31.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
163,166
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 24.05%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
98,845
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
77,500
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 48.14%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
36,654
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
36,601
shares
|
$0
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
30,328
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 114.35%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
24,000
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
16,341
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
16,099
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
15,274
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
12,894
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 19.61%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
11,736
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
9,826
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,575
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
7,375
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 33.85%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,615
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 82.71%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
884
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 2.91%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
637
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 18.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
575
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
438
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 95.4%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
328
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|