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 15, 2024
Q3 2024
|
Mtc Wealth Management LLC
|
BUY
|
- |
317+ 0.36% |
$33.6K - $36K
|
89K
$9.64M
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
BUY
|
- |
315+ 23.4% |
$33.4K - $35.8K
|
1.66K
$180K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
315+ 398.73% |
$33.4K - $35.8K
|
394
$42.7K
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
313+ 0.43% |
$33.2K - $35.6K
|
73.4K
$7.95M
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
297+ 297.0% |
$31.5K - $33.8K
|
397
$43K
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
282+ 2.0% |
$29.9K - $32.1K
|
14.4K
$1.56M
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
275+ 6.15% |
$29.2K - $31.3K
|
4.75K
$514K
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
269+ 7.05% |
$28.5K - $30.6K
|
4.09K
$442K
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
269+ 0.47% |
$28.5K - $30.6K
|
57.9K
$6.27M
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
263+ 32.67% |
$27.9K - $29.9K
|
1.07K
$116K
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
258+ 0.75% |
$27.4K - $29.3K
|
34.6K
$3.74M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
257New |
$27.3K - $29.2K
|
257
$27.8K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
256New |
$27.2K - $29.1K
|
256
$27.7K
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
251New |
$26.6K - $28.5K
|
251
$27.2K
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
245+ 1.01% |
$26K - $27.9K
|
24.4K
$2.65M
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
236+ 2.86% |
$25K - $26.8K
|
8.5K
$920K
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
230+ 0.75% |
$24.4K - $26.2K
|
30.7K
$3.33M
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
230New |
$24.4K - $26.2K
|
230
$24.9K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
217+ 8.24% |
$23K - $24.7K
|
2.85K
$309K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
211+ 398.11% |
$22.4K - $24K
|
264
$28.6K
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
207+ 2.91% |
$22K - $23.5K
|
7.31K
$792K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
201+ 2.19% |
$21.3K - $22.9K
|
9.36K
$1.01M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
200+ 1.46% |
$21.2K - $22.7K
|
13.9K
$1.5M
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
197New |
$20.9K - $22.4K
|
197
$21.3K
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
196+ 3.93% |
$20.8K - $22.3K
|
5.19K
$562K
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
195+ 2.57% |
$20.7K - $22.2K
|
7.77K
$842K
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
181+ 7.58% |
$19.2K - $20.6K
|
2.57K
$278K
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
180+ 7.92% |
$19.1K - $20.5K
|
2.45K
$266K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
172New |
$18.3K - $19.6K
|
172
$18.6K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
171+ 2.76% |
$18.1K - $19.4K
|
6.38K
$691K
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
169+ 0.73% |
$17.9K - $19.2K
|
23.5K
$2.54M
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
169+ 2.6% |
$17.9K - $19.2K
|
6.68K
$724K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
166+ 3.25% |
$17.6K - $18.9K
|
5.27K
$571K
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
166+ 0.88% |
$17.6K - $18.9K
|
19K
$2.06M
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
156New |
$16.6K - $17.7K
|
156
$16.9K
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
145+ 0.31% |
$15.4K - $16.5K
|
47.3K
$5.13M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
141+ 4.29% |
$15K - $16K
|
3.43K
$371K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
134New |
$14.2K - $15.2K
|
134
$14.5K
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
133+ 1.76% |
$14.1K - $15.1K
|
7.68K
$832K
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
133+ 1.84% |
$14.1K - $15.1K
|
7.34K
$796K
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
133+ 0.85% |
$14.1K - $15.1K
|
15.8K
$1.71M
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
130+ 0.42% |
$13.8K - $14.8K
|
30.9K
$3.34M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
128+ 0.42% |
$13.6K - $14.6K
|
30.3K
$3.28M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
124+ 6.81% |
$13.2K - $14.1K
|
1.95K
$211K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
124+ 1.88% |
$13.2K - $14.1K
|
6.72K
$727K
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
123+ 18.78% |
$13.1K - $14K
|
778
$84.3K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
123+ 4.53% |
$13.1K - $14K
|
2.84K
$307K
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
122New |
$12.9K - $13.9K
|
122
$13.2K
|
|
Oct 03, 2024
Q3 2024
|
Pacific Wealth Management
|
BUY
|
- |
121+ 1.42% |
$12.8K - $13.8K
|
8.64K
$936K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
119+ 3.21% |
$12.6K - $13.5K
|
3.82K
$414K
|