Purchases and Sales Made in Q3 2024 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-919- 4.2% |
$97.5K - $105K
|
21K
$2.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-922- 22.38% |
$97.8K - $105K
|
3.2K
$346K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-928- 24.76% |
$98.5K - $106K
|
2.82K
$305K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-935- 5.22% |
$99.2K - $106K
|
17K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-959- 6.98% |
$102K - $109K
|
12.8K
$1.38M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-960- 2.21% |
$102K - $109K
|
42.5K
$4.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-969- 5.19% |
$103K - $110K
|
17.7K
$1.92M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-987- 23.86% |
$105K - $112K
|
3.15K
$341K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.01K- 10.14% |
$107K - $115K
|
8.92K
$967K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.04K- 19.07% |
$111K - $119K
|
4.43K
$480K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.05K- 62.79% |
$111K - $119K
|
621
$67.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.1K- 0.04% |
$117K - $125K
|
2.58M
$279M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.11K- 1.76% |
$118K - $126K
|
62.2K
$6.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.12K- 6.0% |
$118K - $127K
|
17.5K
$1.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 31.37% |
$120K - $128K
|
2.47K
$267K
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-1.15K- 1.42% |
$122K - $131K
|
79.9K
$8.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.16K- 38.11% |
$123K - $132K
|
1.88K
$204K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.17K- 16.28% |
$124K - $133K
|
6.03K
$653K
|
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-1.17K- 2.94% |
$124K - $133K
|
38.6K
$4.18M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.18K- 1.71% |
$125K - $134K
|
67.3K
$7.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.21K- 12.15% |
$128K - $137K
|
8.71K
$943K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.23K- 2.42% |
$130K - $139K
|
49.4K
$5.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.25K- 9.41% |
$133K - $142K
|
12.1K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-1.26K- 10.77% |
$134K - $143K
|
10.4K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-1.38K- 4.65% |
$146K - $156K
|
28.2K
$3.05M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.38K- 2.23% |
$146K - $156K
|
60.4K
$6.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.39K- 20.08% |
$148K - $158K
|
5.54K
$601K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.41K- 2.27% |
$150K - $161K
|
60.9K
$6.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.55K- 0.59% |
$165K - $177K
|
263K
$28.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.57K- 3.61% |
$166K - $178K
|
41.8K
$4.53M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.58K- 8.19% |
$168K - $180K
|
17.7K
$1.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.58K- 9.37% |
$168K - $180K
|
15.3K
$1.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.58K- 13.91% |
$168K - $180K
|
9.8K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.61K- 40.81% |
$171K - $183K
|
2.34K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.63K- 7.26% |
$173K - $185K
|
20.8K
$2.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.69K- 0.43% |
$179K - $192K
|
391K
$42.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.75K- 40.99% |
$185K - $199K
|
2.52K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.82K- 45.87% |
$193K - $207K
|
2.15K
$233K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.88K- 12.21% |
$199K - $214K
|
13.5K
$1.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.91K- 4.67% |
$202K - $217K
|
39K
$4.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.93K- 99.95% |
$204K - $219K
|
1
$108
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.95K- 5.29% |
$207K - $222K
|
34.9K
$3.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.97K- 9.69% |
$209K - $224K
|
18.4K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.99K- 50.42% |
$211K - $226K
|
1.95K
$212K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.01K- 0.91% |
$213K - $229K
|
218K
$23.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.06K- 99.18% |
$219K - $235K
|
17
$1.84K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.13K- 5.03% |
$226K - $243K
|
40.3K
$4.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.18K- 10.25% |
$231K - $248K
|
19.1K
$2.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-2.19K- 3.61% |
$232K - $249K
|
58.3K
$6.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.19K- 18.48% |
$232K - $249K
|
9.67K
$1.05M
|