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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25.6K+ 454.38% |
$2.72M - $2.91M
|
31.2K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
25.1KNew |
$2.66M - $2.85M
|
25.1K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
24.7K+ 14.11% |
$2.62M - $2.81M
|
200K
$21.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
24.4K+ 17.15% |
$2.59M - $2.78M
|
167K
$18.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24.4K+ 55.04% |
$2.59M - $2.78M
|
68.8K
$7.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
23.9K+ 36.44% |
$2.53M - $2.71M
|
89.4K
$9.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
23.6KNew |
$2.51M - $2.69M
|
23.6K
$2.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
22.6KNew |
$2.4M - $2.57M
|
22.6K
$2.45M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
22K+ 284.07% |
$2.34M - $2.5M
|
29.8K
$3.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
21.9KNew |
$2.32M - $2.49M
|
21.9K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
21.3K+ 6.93% |
$2.26M - $2.42M
|
328K
$35.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.7K+ 15.86% |
$2.19M - $2.35M
|
151K
$16.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
20.3K+ 7.73% |
$2.15M - $2.31M
|
283K
$30.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
18.5K+ 432.84% |
$1.97M - $2.11M
|
22.8K
$2.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
18.5KNew |
$1.97M - $2.11M
|
18.5K
$2.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.4K+ 2.68% |
$1.95M - $2.09M
|
705K
$76.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
17.4K+ 13.87% |
$1.85M - $1.98M
|
143K
$15.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.4K+ 32.77% |
$1.85M - $1.98M
|
70.6K
$7.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
17.4K+ 8.59% |
$1.85M - $1.98M
|
220K
$23.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
16.8KNew |
$1.79M - $1.92M
|
16.8K
$1.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
16.8KNew |
$1.78M - $1.91M
|
16.8K
$1.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
16.6K+ 81.16% |
$1.76M - $1.89M
|
37.1K
$4.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
16.5K+ 296.06% |
$1.75M - $1.88M
|
22.1K
$2.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
16.5KNew |
$1.75M - $1.88M
|
16.5K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
16.3K+ 48.24% |
$1.72M - $1.85M
|
49.9K
$5.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15.4K+ 20.08% |
$1.63M - $1.75M
|
92K
$9.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.3K+ 2.09% |
$1.62M - $1.74M
|
748K
$81M
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
15.2K+ 110.53% |
$1.61M - $1.73M
|
28.9K
$3.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
14.9K+ 18.07% |
$1.58M - $1.69M
|
97.1K
$10.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
14.8K+ 76.36% |
$1.57M - $1.69M
|
34.3K
$3.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
14.2K+ 7.36% |
$1.51M - $1.61M
|
207K
$22.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.1KNew |
$1.5M - $1.61M
|
14.1K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
14.1K+ 15.22% |
$1.49M - $1.6M
|
107K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.7K+ 8.56% |
$1.45M - $1.55M
|
173K
$18.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
13.5K+ 33.04% |
$1.43M - $1.54M
|
54.4K
$5.89M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.5K+ 13.01% |
$1.43M - $1.53M
|
117K
$12.7M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
13.1KNew |
$1.39M - $1.49M
|
13.1K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
13KNew |
$1.38M - $1.48M
|
13K
$1.41M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.7K+ 4.59% |
$1.35M - $1.44M
|
290K
$31.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.6K+ 231.66% |
$1.34M - $1.44M
|
18.1K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
12.6KNew |
$1.33M - $1.43M
|
12.6K
$1.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
12.4K+ 88.05% |
$1.31M - $1.41M
|
26.5K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
12.4K+ 12.59% |
$1.31M - $1.41M
|
111K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
12.1K+ 31.66% |
$1.29M - $1.38M
|
50.5K
$5.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
12K+ 5.07% |
$1.28M - $1.37M
|
250K
$27M
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
11.7K+ 6.33% |
$1.24M - $1.33M
|
197K
$21.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11.7KNew |
$1.24M - $1.33M
|
11.7K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
11.6K+ 9.82% |
$1.23M - $1.32M
|
130K
$14M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
11.5K+ 544.44% |
$1.22M - $1.3M
|
13.6K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
11.3K+ 365.11% |
$1.2M - $1.29M
|
14.4K
$1.56M
|