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 23 institutions that hold shares in the stock, with a total of 1.19 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 |
May 14, 2024 Q1 2024 |
293,649
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 51.78%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
186,001
shares
|
$0
0.01% of portfolio
|
Q1 2024
Reduced 12.78%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
174,314
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
153,614
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 7.61%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
114,613
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 18.37%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
33,405
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 59.18%
|
|
Belpointe Asset Management LLC
|
May 08, 2024 Q1 2024 |
32,932
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 26.41%
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
27,393
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 26.12%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 18, 2024 Q1 2024 |
27,000
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 6.9%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
22,748
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 66.86%
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 10, 2024 Q1 2024 |
20,010
shares
|
$0
0.15% of portfolio
|
Q1 2024
New holding
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
19,339
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
17,106
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
15,274
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
15,272
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
May 09, 2024 Q1 2024 |
12,060
shares
|
$0
0.12% of portfolio
|
Q1 2024
Added 32.76%
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
9,826
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
9,513
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 24934.21%
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 02, 2024 Q1 2024 |
7,252
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 6.0%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
884
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 2.91%
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2024 Q1 2024 |
573
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 84.35%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
328
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|