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 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.49K+ 4.17% |
$261K - $270K
|
62.3K
$6.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.49KNew |
$260K - $270K
|
2.49K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.44KNew |
$255K - $265K
|
2.44K
$264K
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2.31K+ 100.0% |
$241K - $250K
|
4.62K
$500K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.3K+ 70.96% |
$240K - $249K
|
5.54K
$600K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.28K+ 13.91% |
$239K - $248K
|
18.7K
$2.02M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
2.28K+ 3.12% |
$238K - $247K
|
75.4K
$8.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.25KNew |
$236K - $244K
|
2.25K
$244K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.24K+ 11.75% |
$234K - $243K
|
21.3K
$2.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
2.23KNew |
$233K - $242K
|
2.23K
$241K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
2.22KNew |
$232K - $241K
|
2.22K
$241K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.19KNew |
$229K - $237K
|
2.19K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.12K+ 12.27% |
$221K - $230K
|
19.4K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.09KNew |
$218K - $227K
|
2.09K
$226K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.07K+ 6.9% |
$216K - $224K
|
32K
$3.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.04K+ 84.08% |
$214K - $222K
|
4.48K
$485K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.04KNew |
$213K - $221K
|
2.04K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.02K+ 56.2% |
$211K - $219K
|
5.61K
$608K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.01KNew |
$210K - $217K
|
2.01K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.95K+ 63.53% |
$203K - $211K
|
5.01K
$543K
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.94K+ 1.46% |
$202K - $210K
|
134K
$14.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.93K+ 4.96% |
$202K - $209K
|
40.9K
$4.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.91K+ 4.9% |
$200K - $207K
|
40.9K
$4.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.87K+ 32.26% |
$195K - $202K
|
7.65K
$828K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.86K+ 2.27% |
$194K - $201K
|
83.6K
$9.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.83K+ 42.04% |
$191K - $198K
|
6.17K
$669K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.79K+ 3.69% |
$187K - $194K
|
50.2K
$5.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.74K+ 0.91% |
$182K - $189K
|
192K
$20.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.74K+ 17.2% |
$182K - $189K
|
11.9K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.7K+ 7.54% |
$177K - $184K
|
24.2K
$2.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.64K+ 20.17% |
$171K - $178K
|
9.76K
$1.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.55K+ 7.13% |
$162K - $168K
|
23.3K
$2.52M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.51K+ 4.78% |
$158K - $164K
|
33.1K
$3.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.51K+ 17.18% |
$158K - $163K
|
10.3K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.49K+ 0.88% |
$156K - $162K
|
171K
$18.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
1.39K+ 5.11% |
$145K - $151K
|
28.6K
$3.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.39K+ 11.27% |
$145K - $150K
|
13.7K
$1.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.34K+ 8.41% |
$140K - $145K
|
17.3K
$1.87M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.31K+ 48.16% |
$137K - $142K
|
4.03K
$436K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.26K+ 6.73% |
$132K - $137K
|
20K
$2.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.26K+ 1.08% |
$132K - $137K
|
118K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.24K+ 2.21% |
$130K - $135K
|
57.6K
$6.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
1.23K+ 41.2% |
$128K - $133K
|
4.2K
$455K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.2K+ 1.75% |
$125K - $130K
|
69.9K
$7.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.18K+ 6.73% |
$123K - $128K
|
18.7K
$2.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.18K+ 6.46% |
$123K - $128K
|
19.4K
$2.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.17K+ 15.06% |
$122K - $127K
|
8.93K
$968K
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
1.17K+ 0.58% |
$122K - $127K
|
204K
$22.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.15K+ 3.47% |
$120K - $125K
|
34.3K
$3.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.14K+ 3.58% |
$119K - $123K
|
32.9K
$3.56M
|