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
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.13K+ 2.84% |
$118K - $123K
|
40.9K
$4.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.11K+ 5.34% |
$116K - $121K
|
21.9K
$2.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.1K+ 6.2% |
$115K - $119K
|
18.9K
$2.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.1K+ 1.01% |
$115K - $119K
|
110K
$11.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.09K+ 12.21% |
$113K - $118K
|
9.97K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 57.33% |
$112K - $117K
|
2.95K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
1.07K+ 1.8% |
$112K - $116K
|
60.5K
$6.55M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.05KNew |
$110K - $114K
|
1.05K
$114K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.05K+ 45.12% |
$110K - $114K
|
3.38K
$366K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.03K+ 34.28% |
$107K - $111K
|
4.02K
$436K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
990+ 17.47% |
$103K - $107K
|
6.66K
$721K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
979+ 46.01% |
$102K - $106K
|
3.11K
$337K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
968+ 45.45% |
$101K - $105K
|
3.1K
$336K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
961New |
$100K - $104K
|
961
$104K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
955+ 9.74% |
$99.8K - $104K
|
10.8K
$1.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
937+ 6.29% |
$98K - $102K
|
15.8K
$1.72M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
917+ 8.22% |
$95.9K - $99.5K
|
12.1K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
874+ 2.12% |
$91.4K - $94.8K
|
42.1K
$4.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
873+ 6.97% |
$91.3K - $94.7K
|
13.4K
$1.45M
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
831+ 25.27% |
$86.9K - $90.1K
|
4.12K
$446K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
814+ 6.13% |
$85.1K - $88.3K
|
14.1K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
809+ 1.06% |
$84.6K - $87.7K
|
77.2K
$8.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
803+ 3.34% |
$83.9K - $87.1K
|
24.9K
$2.69M
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
794+ 5.33% |
$83K - $86.1K
|
15.7K
$1.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
790+ 10.01% |
$82.6K - $85.7K
|
8.69K
$941K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
789+ 1.9% |
$82.5K - $85.6K
|
42.4K
$4.59M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
784+ 364.65% |
$82K - $85K
|
999
$108K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
777New |
$81.2K - $84.3K
|
777
$84.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
736+ 20.4% |
$76.9K - $79.8K
|
4.34K
$471K
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
722+ 0.78% |
$75.5K - $78.3K
|
93.8K
$10.2M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
718New |
$75.1K - $77.9K
|
718
$77.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
713+ 575.0% |
$74.5K - $77.3K
|
837
$90.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
702+ 13.44% |
$73.4K - $76.1K
|
5.93K
$642K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
653+ 22.82% |
$68.3K - $70.8K
|
3.51K
$381K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
600+ 6.74% |
$62.7K - $65.1K
|
9.5K
$1.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
588+ 10.86% |
$61.5K - $63.8K
|
6K
$650K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
565+ 5.4% |
$59.1K - $61.3K
|
11K
$1.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
565+ 0.6% |
$59.1K - $61.3K
|
94.3K
$10.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
562New |
$58.8K - $61K
|
562
$60.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
540+ 1.04% |
$56.5K - $58.6K
|
52.7K
$5.71M
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
539+ 1.37% |
$56.3K - $58.5K
|
39.8K
$4.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
538+ 6.2% |
$56.2K - $58.4K
|
9.22K
$998K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
513+ 2.29% |
$53.6K - $55.6K
|
22.9K
$2.48M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
494+ 1.59% |
$51.6K - $53.6K
|
31.6K
$3.43M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
485+ 0.3% |
$50.7K - $52.6K
|
162K
$17.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
BUY
|
- |
480+ 9.66% |
$50.2K - $52.1K
|
5.45K
$590K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
474+ 4.73% |
$49.6K - $51.4K
|
10.5K
$1.14M
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
472+ 0.87% |
$49.3K - $51.2K
|
54.5K
$5.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
434+ 1.43% |
$45.4K - $47.1K
|
30.7K
$3.33M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
427New |
$44.6K - $46.3K
|
427
$46.3K
|