Purchases and Sales Made in Q3 2023 in Ishares Iboxx $ Investment Gra (LQD)

LQD Quotes by TradingView

This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q3 2023. 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
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
4.28K
+ 555.71%
$437K - $464K
5.05K $567K
Nov 13, 2023 Q3 2023
Allie Family Office LLC

BUY
 -
4.24K
+ 48.26%
$433K - $460K
13K $1.46M
Nov 13, 2023 Q3 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
4.21K
New
$429K - $457K
4.21K $473K
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
4.2K
New
$428K - $455K
4.2K $471K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
4.09K
+ 35.17%
$418K - $444K
15.7K $1.77M
Oct 13, 2023 Q3 2023
Cooper Financial Group

BUY
 -
4.09K
New
$418K - $444K
4.09K $460K
Nov 13, 2023 Q3 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
4.09K
+ 13.04%
$417K - $444K
35.5K $3.98M
Oct 17, 2023 Q3 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
4K
+ 42.57%
$408K - $434K
13.4K $1.51M
Oct 13, 2023 Q3 2023
Key Bridge Compliance, LLC

Covington, KY
BUY
 -
3.95K
New
$403K - $429K
3.95K $444K
Nov 07, 2023 Q3 2023
Forefront Analytics, LLC

West Conshohocken, PA
BUY
 -
3.9K
+ 14.47%
$398K - $423K
30.8K $3.46M
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
3.82K
+ 59.82%
$389K - $414K
10.2K $1.15M
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
3.79K
New
$386K - $411K
3.79K $426K
Oct 23, 2023 Q3 2023
Pettinga Financial Advisors, LLC

BUY
 -
3.64K
New
$371K - $395K
3.64K $409K
Nov 02, 2023 Q3 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
3.5K
New
$357K - $380K
3.5K $393K
Nov 13, 2023 Q3 2023
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
3.46K
+ 23.26%
$353K - $375K
18.3K $2.06M
Oct 10, 2023 Q3 2023
Mechanics Bank Trust Department

BUY
 -
3.46K
+ 1.7%
$353K - $375K
206K $23.2M
Oct 11, 2023 Q3 2023
Constant Guidance Financial LLC

Attleboro Falls, MA
BUY
 -
3.39K
New
$346K - $368K
3.39K $381K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
3.36K
+ 2.15%
$343K - $365K
160K $17.9M
Nov 13, 2023 Q3 2023
Phoenix Holdings Ltd.

Givatayim, L3
BUY
 -
3.31K
New
$337K - $359K
3.31K $371K
Oct 26, 2023 Q3 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
3.26K
+ 3.67%
$332K - $353K
92.1K $10.3M
Nov 13, 2023 Q3 2023
J.Safra Asset Management Corp

BUY
 -
3.22K
+ 6.82%
$328K - $349K
50.4K $5.66M
Nov 14, 2023 Q3 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
3.21K
New
$328K - $348K
3.21K $361K
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
3.04K
New
$310K - $330K
3.04K $341K
Nov 15, 2023 Q3 2023
Essex Financial Services, Inc.

BUY
 -
3.02K
New
$308K - $327K
3.02K $339K
Nov 13, 2023 Q3 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
2.97K
+ 12.77%
$303K - $323K
26.3K $2.95M
Nov 14, 2023 Q3 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
2.93K
New
$299K - $318K
2.93K $329K
Oct 30, 2023 Q3 2023
Nvwm, LLC

BUY
 -
2.9K
+ 5.11%
$296K - $315K
59.8K $6.71M
Oct 17, 2023 Q3 2023
Eastern Bank

BUY
 -
2.87K
+ 1.07%
$293K - $311K
271K $30.4M
Oct 20, 2023 Q3 2023
Modus Advisors, LLC

BUY
 -
2.86K
+ 5.73%
$292K - $311K
52.8K $5.93M
Oct 31, 2023 Q3 2023
Kaizen Financial Strategies

BUY
 -
2.86K
+ 41.27%
$292K - $310K
9.79K $1.1M
Oct 16, 2023 Q3 2023
Forte Asset Management LLC

BUY
 -
2.86K
+ 5.11%
$291K - $310K
58.8K $6.6M
Nov 14, 2023 Q3 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
2.8K
New
$286K - $304K
2.8K $315K
Oct 10, 2023 Q3 2023
Simpli Fi, Inc.

BUY
 -
2.78K
+ 0.97%
$284K - $302K
291K $32.7M
Oct 10, 2023 Q3 2023
Acorn Financial Advisory Services Inc

BUY
 -
2.72K
+ 88.48%
$277K - $295K
5.79K $651K
Oct 12, 2023 Q3 2023
Bcs Wealth Management

BUY
 -
2.7K
New
$275K - $292K
2.7K $303K
Nov 02, 2023 Q3 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
2.69K
+ 52.98%
$275K - $292K
7.78K $874K
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

BUY
 -
2.63K
New
$268K - $285K
2.63K $295K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
2.62K
+ 2075.4%
$267K - $284K
2.74K $308K
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
2.6K
+ 428.13%
$266K - $282K
3.21K $361K
Nov 15, 2023 Q3 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
2.6K
New
$265K - $282K
2.6K $291K
Oct 25, 2023 Q3 2023
Canal Capital Management, LLC

BUY
 -
2.48K
New
$253K - $269K
2.48K $278K
Oct 13, 2023 Q3 2023
Ritholtz Wealth Management

BUY
 -
2.47K
New
$252K - $268K
2.47K $278K
Nov 06, 2023 Q3 2023
L.M. Kohn & Company

BUY
 -
2.44K
New
$249K - $265K
2.44K $274K
Nov 13, 2023 Q3 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
2.44K
+ 306.29%
$248K - $264K
3.23K $363K
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
2.43K
New
$248K - $264K
2.43K $273K
Oct 10, 2023 Q3 2023
Dentgroup LLC

BUY
 -
2.42K
New
$247K - $263K
2.42K $272K
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
2.38K
New
$243K - $258K
2.38K $267K
Nov 06, 2023 Q3 2023
Topel & Distasi Wealth Management, LLC

BUY
 -
2.35K
+ 3.4%
$239K - $254K
71.4K $8.02M
Oct 27, 2023 Q3 2023
Grandview Asset Management LLC

BUY
 -
2.32K
New
$237K - $252K
2.32K $261K

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