Purchases and Sales Made in Q3 2023 in Ishares Iboxx $ Investment Gra (LQD)
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 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.3K+ 1.69% |
$234K - $249K
|
138K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.29K+ 26.56% |
$234K - $249K
|
10.9K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.28KNew |
$232K - $247K
|
2.28K
$256K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
2.25K+ 13.29% |
$229K - $244K
|
19.2K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.19KNew |
$224K - $238K
|
2.19K
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.18K+ 251.39% |
$222K - $236K
|
3.04K
$342K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.18KNew |
$222K - $236K
|
2.18K
$245K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2.17K+ 27.62% |
$222K - $236K
|
10K
$1.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.14KNew |
$218K - $232K
|
2.14K
$240K
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
2.11KNew |
$215K - $229K
|
2.11K
$237K
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.1KNew |
$214K - $228K
|
2.1K
$236K
|
|
|
Jan 21, 2025
Q3 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.06KNew |
$210K - $223K
|
2.06K
$231K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2KNew |
$204K - $216K
|
2K
$224K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.97K+ 8.89% |
$201K - $214K
|
24.1K
$2.71M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.96K+ 51.0% |
$200K - $213K
|
5.81K
$653K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.96KNew |
$200K - $213K
|
1.96K
$220K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.84K+ 50.05% |
$188K - $200K
|
5.52K
$620K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.83K+ 0.6% |
$187K - $199K
|
305K
$34.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.82K+ 1.85% |
$186K - $197K
|
100K
$11.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
1.79K+ 1.04% |
$182K - $194K
|
173K
$19.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1.79K+ 15.81% |
$182K - $194K
|
13.1K
$1.47M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.76K+ 28.47% |
$179K - $191K
|
7.93K
$891K
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 4.36% |
$173K - $184K
|
40.7K
$4.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.68K+ 7.95% |
$171K - $182K
|
22.7K
$2.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.68K+ 5.39% |
$171K - $182K
|
32.8K
$3.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.61K+ 15.2% |
$164K - $175K
|
12.2K
$1.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.61K+ 503.45% |
$164K - $174K
|
1.93K
$216K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.59K+ 25.74% |
$162K - $172K
|
7.76K
$872K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.58K+ 16.28% |
$161K - $172K
|
11.3K
$1.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.58K+ 39.45% |
$161K - $172K
|
5.6K
$629K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.58K+ 180.78% |
$161K - $171K
|
2.45K
$276K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.53K+ 12.52% |
$156K - $166K
|
13.7K
$1.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.52K+ 11.95% |
$155K - $165K
|
14.2K
$1.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.52K+ 877.46% |
$155K - $165K
|
1.69K
$190K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.51KNew |
$154K - $164K
|
1.51K
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.43K+ 6200.0% |
$145K - $155K
|
1.45K
$163K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.42K+ 7.59% |
$145K - $154K
|
20.1K
$2.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.42K+ 1.28% |
$144K - $154K
|
112K
$12.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.39K+ 71.62% |
$142K - $151K
|
3.34K
$375K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.39KNew |
$142K - $151K
|
1.39K
$156K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.39K+ 4.4% |
$142K - $151K
|
33K
$3.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.37K+ 12.6% |
$140K - $148K
|
12.2K
$1.37M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.32K+ 55.64% |
$135K - $143K
|
3.7K
$415K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.28K+ 2.96% |
$131K - $139K
|
44.6K
$5.01M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.27K+ 20.37% |
$129K - $137K
|
7.49K
$841K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.27K+ 3.84% |
$129K - $137K
|
34.3K
$3.85M
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 2.75% |
$127K - $135K
|
46.6K
$5.23M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.24K+ 2.56% |
$126K - $134K
|
49.6K
$5.57M
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.24K+ 3.97% |
$126K - $134K
|
32.3K
$3.63M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.1K+ 2.09% |
$113K - $120K
|
53.8K
$6.05M
|