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 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.87KNew |
$198K - $212K
|
1.87K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.85K+ 10.49% |
$197K - $211K
|
19.5K
$2.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.85K+ 3.21% |
$196K - $210K
|
59.5K
$6.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.85KNew |
$196K - $210K
|
1.85K
$200K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.82KNew |
$193K - $207K
|
1.82K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
1.82KNew |
$193K - $207K
|
1.82K
$197K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
1.81K+ 5.59% |
$192K - $206K
|
34.2K
$3.71M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
1.8K+ 12.0% |
$191K - $205K
|
16.8K
$1.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.78KNew |
$189K - $202K
|
1.78K
$193K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.77KNew |
$188K - $201K
|
1.77K
$192K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.73K+ 34.5% |
$183K - $197K
|
6.74K
$730K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.65K+ 18.17% |
$175K - $188K
|
10.8K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.65K+ 20.8% |
$175K - $187K
|
9.56K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1.6K+ 39.02% |
$170K - $182K
|
5.7K
$617K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.54K+ 29.03% |
$164K - $175K
|
6.86K
$743K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.49KNew |
$158K - $169K
|
1.49K
$161K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.4KNew |
$149K - $159K
|
1.4K
$152K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.35K+ 6.17% |
$143K - $153K
|
23.2K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.3K+ 58.63% |
$138K - $148K
|
3.53K
$382K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.3K+ 10.91% |
$138K - $148K
|
13.2K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
1.3K+ 4.53% |
$138K - $148K
|
29.9K
$3.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.3K+ 35.56% |
$138K - $147K
|
4.94K
$535K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.29K+ 7.78% |
$137K - $147K
|
17.9K
$1.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.27K+ 1.32% |
$135K - $145K
|
97.6K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.27K+ 22.59% |
$135K - $145K
|
6.9K
$748K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.27K+ 20.56% |
$135K - $144K
|
7.44K
$806K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.25K+ 0.72% |
$133K - $142K
|
176K
$19.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.19K+ 13.74% |
$127K - $136K
|
9.88K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.18K+ 2.11% |
$125K - $134K
|
56.9K
$6.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.11K+ 10.11% |
$117K - $126K
|
12.1K
$1.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.1K+ 114.57% |
$117K - $125K
|
2.06K
$223K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.1K+ 4.86% |
$116K - $125K
|
23.6K
$2.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.07K+ 13.15% |
$113K - $122K
|
9.2K
$996K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.05K+ 15.86% |
$112K - $120K
|
7.68K
$832K
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.04K+ 5.25% |
$111K - $119K
|
20.9K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1KNew |
$106K - $114K
|
1K
$108K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
995+ 3.45% |
$106K - $113K
|
29.8K
$3.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
993+ 1.14% |
$105K - $113K
|
88K
$9.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
958+ 18.94% |
$102K - $109K
|
6.02K
$652K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
930+ 0.99% |
$98.7K - $106K
|
94.9K
$10.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
929+ 45.23% |
$98.6K - $106K
|
2.98K
$323K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
907+ 1.81% |
$96.2K - $103K
|
51.1K
$5.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
905+ 38.56% |
$96K - $103K
|
3.25K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
900+ 20.11% |
$95.5K - $102K
|
5.38K
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
897+ 64.86% |
$95.2K - $102K
|
2.28K
$247K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
872New |
$92.5K - $99.2K
|
872
$94.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
870+ 8.55% |
$92.3K - $98.9K
|
11K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
867+ 6.28% |
$92K - $98.6K
|
14.7K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
863New |
$91.6K - $98.1K
|
863
$93.5K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
830+ 24.58% |
$88.1K - $94.4K
|
4.21K
$456K
|