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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
5K+ 6.78% |
$535K - $553K
|
78.7K
$8.52M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
4.84K+ 11.49% |
$518K - $536K
|
47K
$5.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.74K+ 13.75% |
$507K - $524K
|
39.2K
$4.24M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.63K+ 13.76% |
$495K - $512K
|
38.2K
$4.14M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4.56K+ 3.56% |
$487K - $504K
|
132K
$14.3M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
4.47K+ 19.13% |
$478K - $494K
|
27.8K
$3.01M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
4.42K+ 15.52% |
$473K - $489K
|
32.9K
$3.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.39KNew |
$469K - $485K
|
4.39K
$475K
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
4.39K+ 2.56% |
$469K - $485K
|
175K
$19M
|
|
|
Nov 13, 2024
Q1 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
4.34KNew |
$464K - $480K
|
4.34K
$470K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.27K+ 82.55% |
$457K - $472K
|
9.44K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.24KNew |
$454K - $469K
|
4.24K
$459K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.17K+ 7.19% |
$446K - $462K
|
62.2K
$6.74M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.06K+ 14.11% |
$435K - $449K
|
32.9K
$3.56M
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
4.05K+ 7.99% |
$433K - $448K
|
54.7K
$5.92M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
3.88K+ 10.26% |
$415K - $429K
|
41.7K
$4.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
3.84K+ 4.62% |
$411K - $425K
|
87K
$9.43M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.82K+ 2.95% |
$408K - $422K
|
133K
$14.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
3.78KNew |
$404K - $418K
|
3.78K
$409K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.77K+ 37.09% |
$404K - $417K
|
13.9K
$1.51M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
3.76KNew |
$402K - $415K
|
3.76K
$407K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.61KNew |
$386K - $399K
|
3.61K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.61KNew |
$386K - $399K
|
3.61K
$390K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.57K+ 5.48% |
$381K - $395K
|
68.7K
$7.44M
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.57K+ 2.43% |
$381K - $394K
|
150K
$16.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.49KNew |
$373K - $386K
|
3.49K
$378K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
3.42K+ 723.68% |
$366K - $379K
|
3.9K
$422K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.39K+ 157.96% |
$363K - $375K
|
5.54K
$600K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.39K+ 10.68% |
$363K - $375K
|
35.2K
$3.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.38KNew |
$362K - $374K
|
3.38K
$367K
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3.31K+ 12.58% |
$354K - $366K
|
29.6K
$3.21M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.3K+ 4.77% |
$353K - $365K
|
72.5K
$7.86M
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
3.22K+ 139.1% |
$345K - $357K
|
5.54K
$600K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.21KNew |
$343K - $355K
|
3.21K
$347K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.2K+ 17.48% |
$343K - $354K
|
21.5K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.2K+ 1.7% |
$342K - $353K
|
191K
$20.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.18KNew |
$341K - $352K
|
3.18K
$345K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
3.14K+ 22.81% |
$335K - $347K
|
16.9K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.12KNew |
$333K - $345K
|
3.12K
$337K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.07K+ 1.43% |
$328K - $339K
|
218K
$23.6M
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
3.04K+ 68.44% |
$325K - $336K
|
7.47K
$809K
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
3.01K+ 5.9% |
$322K - $333K
|
54K
$5.85M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.99KNew |
$319K - $330K
|
2.99K
$323K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.97K+ 94.41% |
$318K - $329K
|
6.12K
$662K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.97K+ 11.31% |
$318K - $328K
|
29.2K
$3.16M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.96K+ 18.11% |
$317K - $328K
|
19.3K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.95K+ 4.77% |
$315K - $326K
|
64.7K
$7.01M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.72K+ 8.7% |
$290K - $300K
|
33.9K
$3.67M
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.67KNew |
$286K - $295K
|
2.67K
$289K
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.67KNew |
$286K - $295K
|
2.67K
$289K
|