Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / INVT GRD CORP BD
-
Total 13F shares
-
1,205,822
-
Share change
-
+26,203
-
Total reported value
-
$35,328,972
-
Price per share
-
$29.30
-
Number of holders
-
23
-
Value change
-
+$718,893
-
Number of buys
-
13
-
Number of sells
-
11
Institutional Holders of ISHARES TR - INVT GRD CORP BD (LQDW) as of Q1 2024
As of 31 Mar 2024,
ISHARES TR - INVT GRD CORP BD (LQDW) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,205,822 shares.
The largest 10 holders included
Prime Capital Investment Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, STIFEL FINANCIAL CORP, WealthShield Partners, LLC, Raymond James Financial Services Advisors, Inc., LPL Financial LLC, Belpointe Asset Management LLC, Tortoise Investment Management, LLC, SeaCrest Wealth Management, LLC, and Kelly Financial Services LLC.
This page lists
23
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.