Purchases and Sales Made in Q2 2024 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
4.76KNew |
$498K - $516K
|
4.76K
$516K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.69K+ 17.72% |
$491K - $509K
|
31.2K
$3.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
4.67K+ 7.67% |
$488K - $506K
|
65.5K
$7.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
BUY
|
- |
4.6K+ 11.71% |
$480K - $498K
|
43.8K
$4.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
4.59K+ 16.49% |
$480K - $498K
|
32.4K
$3.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.57KNew |
$477K - $495K
|
4.57K
$495K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
4.55K+ 6.27% |
$475K - $493K
|
77.1K
$8.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.5K+ 5.79% |
$470K - $488K
|
82.2K
$8.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.47K+ 3.35% |
$467K - $485K
|
138K
$14.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.35KNew |
$455K - $472K
|
4.35K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
4.28K+ 60.4% |
$448K - $465K
|
11.4K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
4.25K+ 7.5% |
$444K - $461K
|
60.9K
$6.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.1K+ 0.31% |
$428K - $444K
|
1.34M
$146M
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
4.04KNew |
$423K - $439K
|
4.04K
$438K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.94K+ 11.95% |
$412K - $427K
|
36.9K
$4M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
3.91KNew |
$409K - $424K
|
3.91K
$423K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.88KNew |
$406K - $421K
|
3.88K
$420K
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3.82KNew |
$399K - $414K
|
3.82K
$413K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.78KNew |
$395K - $410K
|
3.78K
$410K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.67K+ 3.86% |
$384K - $398K
|
98.8K
$10.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
3.6K+ 15.04% |
$377K - $391K
|
27.6K
$2.99M
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.59KNew |
$376K - $390K
|
3.59K
$389K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.46K+ 32.54% |
$362K - $375K
|
14.1K
$1.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.36K+ 93.69% |
$351K - $364K
|
6.94K
$751K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.32KNew |
$347K - $360K
|
3.32K
$359K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
3.3K+ 30.18% |
$345K - $358K
|
14.2K
$1.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.26K+ 70.8% |
$340K - $353K
|
7.86K
$851K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.21KNew |
$335K - $348K
|
3.21K
$348K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.18K+ 3.69% |
$332K - $344K
|
89.2K
$9.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.15K+ 19.02% |
$330K - $342K
|
19.7K
$2.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.12KNew |
$326K - $338K
|
3.12K
$338K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.02K+ 7.7% |
$315K - $327K
|
42.2K
$4.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3K+ 6.51% |
$314K - $325K
|
49.1K
$5.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.98K+ 27.06% |
$311K - $323K
|
14K
$1.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.93K+ 36.48% |
$306K - $317K
|
11K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.91K+ 8.86% |
$304K - $316K
|
35.8K
$3.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.86K+ 5.44% |
$299K - $310K
|
55.5K
$6.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2.83K+ 9.19% |
$296K - $307K
|
33.6K
$3.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.83K+ 16.74% |
$296K - $307K
|
19.7K
$2.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.82KNew |
$295K - $306K
|
2.82K
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
Passaic Partners LLC
|
BUY
|
- |
2.78K+ 2.28% |
$291K - $302K
|
125K
$13.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.76K+ 4.88% |
$288K - $299K
|
59.3K
$6.43M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.76K+ 15.13% |
$288K - $299K
|
21K
$2.27M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$286K - $297K
|
2.74K
$296K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.69KNew |
$281K - $292K
|
2.69K
$291K
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.69K+ 11.91% |
$281K - $292K
|
25.3K
$2.74M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.66K+ 4.39% |
$278K - $288K
|
63.2K
$6.85M
|
|
|
Jul 19, 2024
Q2 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
2.61K+ 2.78% |
$273K - $283K
|
96.4K
$10.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
2.58K+ 63.87% |
$270K - $280K
|
6.63K
$718K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.54K+ 16.53% |
$265K - $275K
|
17.9K
$1.94M
|