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 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.25K+ 23.24% |
$345K - $370K
|
17.2K
$1.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.22K+ 7.64% |
$342K - $366K
|
45.4K
$4.92M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
3.1K+ 5.66% |
$329K - $352K
|
57.8K
$6.26M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
3.05K+ 277.27% |
$324K - $347K
|
4.15K
$450K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.99K+ 49.59% |
$317K - $340K
|
9.01K
$976K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.96K+ 5.87% |
$314K - $337K
|
53.4K
$5.79M
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.91K+ 2.25% |
$309K - $331K
|
132K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.89KNew |
$307K - $329K
|
2.89K
$313K
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
2.89K+ 23.54% |
$306K - $328K
|
15.1K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.88K+ 13.86% |
$305K - $327K
|
23.6K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
2.86K+ 21.34% |
$303K - $325K
|
16.3K
$1.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.86K+ 0.33% |
$303K - $325K
|
867K
$93.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.84KNew |
$301K - $323K
|
2.84K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.84K+ 3.68% |
$301K - $323K
|
79.9K
$8.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.83K+ 9.31% |
$301K - $322K
|
33.3K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.82K+ 95.42% |
$299K - $320K
|
5.77K
$624K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.76KNew |
$293K - $314K
|
2.76K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.53KNew |
$269K - $288K
|
2.53K
$274K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.51K+ 5.96% |
$266K - $285K
|
44.6K
$4.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.49K+ 57.0% |
$264K - $283K
|
6.85K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.47K+ 13.22% |
$262K - $281K
|
21.2K
$2.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.41KNew |
$256K - $275K
|
2.41K
$261K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.38KNew |
$252K - $271K
|
2.38K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.37K+ 64.26% |
$251K - $269K
|
6.05K
$656K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.37K+ 14.16% |
$251K - $269K
|
19.1K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2.31K+ 10.19% |
$245K - $262K
|
24.9K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.28KNew |
$242K - $260K
|
2.28K
$247K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.26KNew |
$240K - $257K
|
2.26K
$245K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
2.26K+ 74.48% |
$239K - $257K
|
5.29K
$572K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.19K+ 4.01% |
$232K - $249K
|
56.7K
$6.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.19K+ 1.59% |
$232K - $249K
|
140K
$15.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
2.17K+ 11.29% |
$230K - $246K
|
21.4K
$2.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.14K+ 12.36% |
$227K - $243K
|
19.4K
$2.1M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.12KNew |
$225K - $241K
|
2.12K
$230K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.1KNew |
$223K - $239K
|
2.1K
$228K
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.09K+ 6.34% |
$221K - $237K
|
35K
$3.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.09K+ 40.72% |
$221K - $237K
|
7.21K
$781K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.09K+ 22.68% |
$221K - $237K
|
11.3K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.08K+ 3.75% |
$221K - $237K
|
57.6K
$6.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.08K+ 1.21% |
$221K - $237K
|
173K
$18.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
2.06KNew |
$218K - $234K
|
2.06K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.05K+ 2.86% |
$218K - $234K
|
73.8K
$8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.05K+ 5.01% |
$218K - $233K
|
43K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
2.04K+ 91.88% |
$216K - $232K
|
4.25K
$461K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.03KNew |
$216K - $231K
|
2.03K
$220K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
2K+ 15.36% |
$212K - $227K
|
15K
$1.63M
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
2K+ 15.36% |
$212K - $227K
|
15K
$1.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2K+ 20.02% |
$212K - $227K
|
12K
$1.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.97K+ 18.59% |
$209K - $224K
|
12.6K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.9KNew |
$202K - $216K
|
1.9K
$206K
|