iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) Institutional Ownership

$28.21
+0.01 (+0.04%)
(As of 05/10/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (BATS:LQDW)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$5.92M
Number of
Institutional Sellers
(last 12 months)
0
Get LQDW Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Investment Grade Corporate Bond BuyWrite Strategy ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

LQDW Institutional Buying and Selling by Quarter

iShares Investment Grade Corporate Bond BuyWrite Strategy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024 Triumph Capital Management9,826$286K0.1%N/A0.164%
1/24/2024Prime Capital Investment Advisors LLC193,467$5.74M0.1%+156.5%0.000%
11/15/2023Stonebridge Capital Advisors LLC2,000$63K0.0%+122.2%0.000%
11/9/2023Prime Capital Investment Advisors LLC75,437$2.38M0.0%+29.7%0.000%
11/6/2023Eldridge Investment Advisors Inc.35,296$1.11M0.4%N/A0.000%
10/31/2023 Triumph Capital Management11,720$369K0.2%N/A0.000%
10/12/2023 AdvisorNet Financial Inc2,000$63K0.0%+122.2%0.000%
8/23/2023Stonebridge Capital Advisors LLC900$30K0.0%+200.0%0.000%
7/14/2023 AdvisorNet Financial Inc900$30K0.0%+200.0%0.000%
3/6/2023OLD Mission Capital LLC19,442$661K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

LQDW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LQDW shares?

During the previous two years, the following institutional investors and hedge funds held shares of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares: Prime Capital Investment Advisors LLC ($5.74M), Eldridge Investment Advisors Inc. ($1.11M), OLD Mission Capital LLC ($661K), Triumph Capital Management ($286K), and Stonebridge Capital Advisors LLC ($63K), AdvisorNet Financial Inc ($63K).Learn more on LQDW's institutional investors.

Which institutional investors have been buying iShares Investment Grade Corporate Bond BuyWrite Strategy ETF stock?

The following institutional investors have purchased iShares Investment Grade Corporate Bond BuyWrite Strategy ETF stock in the last 24 months: Prime Capital Investment Advisors LLC ($135.29K), Eldridge Investment Advisors Inc. ($35.30K), Triumph Capital Management ($21.55K), OLD Mission Capital LLC ($19.44K), Stonebridge Capital Advisors LLC ($1.70K), and AdvisorNet Financial Inc ($1.70K).

How much institutional buying is happening at iShares Investment Grade Corporate Bond BuyWrite Strategy ETF?

Institutional investors have bought a total of 214,969 shares in the last 24 months. This purchase volume represents approximately $6.59M in transactions.


This page (BATS:LQDW) was last updated on 5/10/2024 by MarketBeat.com Staff

From Our Partners