Purchases and Sales Made in Q1 2024 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-19- 0.57% |
$2.03K - $2.1K
|
3.31K
$359K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-19- 0.46% |
$2.03K - $2.1K
|
4.13K
$447K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-20- 0.32% |
$2.14K - $2.21K
|
6.2K
$671K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-21- 0.24% |
$2.25K - $2.32K
|
8.65K
$937K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-21- 15.0% |
$2.25K - $2.32K
|
119
$12.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-26- 1.39% |
$2.78K - $2.88K
|
1.84K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-27- 12.05% |
$2.89K - $2.99K
|
197
$21.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-28- 1.4% |
$3K - $3.1K
|
1.97K
$213K
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-31- 1.39% |
$3.32K - $3.43K
|
2.2K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-32- 0.18% |
$3.42K - $3.54K
|
17.9K
$1.94M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-34- 85.0% |
$3.64K - $3.76K
|
6
$650
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-34- 14.72% |
$3.64K - $3.76K
|
197
$21.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-35- 0.18% |
$3.74K - $3.87K
|
19.6K
$2.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-35- 0.63% |
$3.74K - $3.87K
|
5.55K
$601K
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-36- 1.2% |
$3.85K - $3.98K
|
2.97K
$322K
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-37- 1.13% |
$3.96K - $4.09K
|
3.23K
$350K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-37- 8.3% |
$3.96K - $4.09K
|
409
$44.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-40- 0.48% |
$4.28K - $4.43K
|
8.27K
$896K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-42- 1.46% |
$4.49K - $4.65K
|
2.84K
$307K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-46- 1.65% |
$4.92K - $5.09K
|
2.74K
$296K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-50- 1.08% |
$5.35K - $5.53K
|
4.58K
$496K
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-51- 0.59% |
$5.46K - $5.64K
|
8.58K
$930K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-57- 12.21% |
$6.1K - $6.31K
|
410
$44.4K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-57- 0.09% |
$6.1K - $6.31K
|
66.1K
$7.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-60- 26.2% |
$6.42K - $6.64K
|
169
$18.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-63- 1.88% |
$6.74K - $6.97K
|
3.29K
$356K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-63- 48.09% |
$6.74K - $6.97K
|
68
$7.37K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-64- 2.89% |
$6.85K - $7.08K
|
2.15K
$233K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-64- 20.58% |
$6.85K - $7.08K
|
247
$26.8K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-64- 85.33% |
$6.85K - $7.08K
|
11
$1.19K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-64- 1.3% |
$6.85K - $7.08K
|
4.88K
$528K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-65- 1.71% |
$6.95K - $7.19K
|
3.74K
$405K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
SELL
|
- |
-68- 0.45% |
$7.27K - $7.52K
|
14.9K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-70- 0.53% |
$7.49K - $7.74K
|
13.1K
$1.42M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-75- 0.23% |
$8.02K - $8.3K
|
33.2K
$3.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-75- 0.18% |
$8.02K - $8.3K
|
41.5K
$4.49M
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-77Closed |
$8.24K - $8.52K
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-80- 0.2% |
$8.56K - $8.85K
|
39.3K
$4.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-81- 3.56% |
$8.67K - $8.96K
|
2.2K
$238K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-86- 30.07% |
$9.2K - $9.51K
|
200
$21.7K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-91- 1.82% |
$9.74K - $10.1K
|
4.91K
$532K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-97- 8.28% |
$10.4K - $10.7K
|
1.07K
$116K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-100- 0.93% |
$10.7K - $11.1K
|
10.7K
$1.16M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-100- 1.2% |
$10.7K - $11.1K
|
8.27K
$895K
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-101- 0.87% |
$10.8K - $11.2K
|
11.5K
$1.25M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-115- 1.13% |
$12.3K - $12.7K
|
10.1K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-116- 0.38% |
$12.4K - $12.8K
|
30.3K
$3.28M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-119- 4.36% |
$12.7K - $13.2K
|
2.61K
$283K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-128- 62.75% |
$13.7K - $14.2K
|
76
$8.23K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-130- 1.28% |
$13.9K - $14.4K
|
10K
$1.08M
|