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 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
738+ 1.06% |
$78.3K - $83.9K
|
70.6K
$7.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
724+ 7.94% |
$76.8K - $82.3K
|
9.84K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
720+ 12.0% |
$76.4K - $81.9K
|
6.72K
$728K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
673+ 2.44% |
$71.4K - $76.5K
|
28.2K
$3.06M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
666+ 1.68% |
$70.7K - $75.7K
|
40.4K
$4.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
666+ 0.71% |
$70.7K - $75.7K
|
94.5K
$10.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
659+ 16.3% |
$69.9K - $74.9K
|
4.7K
$509K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
647+ 6.39% |
$68.7K - $73.6K
|
10.8K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
643+ 10.85% |
$68.2K - $73.1K
|
6.57K
$712K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
618+ 27.3% |
$65.6K - $70.3K
|
2.88K
$312K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
618+ 30.07% |
$65.6K - $70.3K
|
2.67K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
595+ 2.39% |
$63.1K - $67.7K
|
25.5K
$2.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
579New |
$61.4K - $65.8K
|
579
$62.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
575+ 5.02% |
$61K - $65.4K
|
12K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
560+ 8.41% |
$59.4K - $63.7K
|
7.22K
$782K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
557+ 0.72% |
$59.1K - $63.3K
|
77.8K
$8.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
548+ 5.29% |
$58.1K - $62.3K
|
10.9K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
536+ 7.09% |
$56.9K - $61K
|
8.09K
$877K
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
531+ 2.84% |
$56.3K - $60.4K
|
19.2K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
527+ 18.24% |
$55.9K - $59.9K
|
3.42K
$370K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
500+ 7.14% |
$53.1K - $56.9K
|
7.5K
$812K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
496+ 23.45% |
$52.6K - $56.4K
|
2.61K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
488+ 4.42% |
$51.8K - $55.5K
|
11.5K
$1.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
486New |
$51.6K - $55.3K
|
486
$52.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
486+ 23.94% |
$51.6K - $55.3K
|
2.52K
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
475+ 11.93% |
$50.4K - $54K
|
4.46K
$483K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
472New |
$50.1K - $53.7K
|
472
$51.1K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
468+ 18.04% |
$49.7K - $53.2K
|
3.06K
$332K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
462+ 0.86% |
$49K - $52.5K
|
54.3K
$5.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
443+ 5.63% |
$47K - $50.4K
|
8.31K
$901K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
435+ 13.56% |
$46.2K - $49.5K
|
3.64K
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
428+ 21.13% |
$45.4K - $48.7K
|
2.45K
$266K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
428+ 3.54% |
$45.4K - $48.7K
|
12.5K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
420New |
$44.6K - $47.8K
|
420
$45.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
419+ 2.54% |
$44.5K - $47.6K
|
16.9K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
416+ 16.77% |
$44.1K - $47.3K
|
2.9K
$314K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
414+ 811.76% |
$43.9K - $47.1K
|
465
$50.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
412+ 1.15% |
$43.7K - $46.9K
|
36.2K
$3.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
402+ 0.12% |
$42.7K - $45.7K
|
337K
$36.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
392+ 11.82% |
$41.6K - $44.6K
|
3.71K
$402K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
386+ 2.46% |
$41K - $43.9K
|
16.1K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
378New |
$40.1K - $43K
|
378
$40.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
371+ 3.41% |
$39.4K - $42.2K
|
11.2K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
367+ 17.57% |
$38.9K - $41.7K
|
2.46K
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
366+ 6.07% |
$38.8K - $41.6K
|
6.4K
$693K
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
361+ 4.58% |
$38.3K - $41.1K
|
8.25K
$894K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
343+ 98.85% |
$36.4K - $39K
|
690
$74.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
336+ 1.88% |
$35.7K - $38.2K
|
18.2K
$1.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
318+ 3.26% |
$33.7K - $36.2K
|
10.1K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
317+ 9.13% |
$33.6K - $36K
|
3.79K
$410K
|