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 13, 2023 Q3 2023
Commerce Bank

Kansas City, MO
BUY
 -
420
+ 1.54%
$42.8K - $45.6K
27.8K $2.97M
Oct 19, 2023 Q3 2023
Flagship Private Wealth, LLC

BUY
 -
419
+ 2.37%
$42.7K - $45.5K
18.1K $1.93M
Nov 09, 2023 Q3 2023
Lee Financial CO

Dallas, TX
BUY
 -
416
New
$42.4K - $45.1K
416 $44.4K
Feb 06, 2024 Q3 2023
Planned Solutions, Inc.

BUY
 -
398
+ 10.1%
$40.6K - $43.2K
4.34K $464K
Oct 13, 2023 Q3 2023
David J Yvars Group

BUY
 -
395
+ 5.72%
$40.3K - $42.9K
7.3K $779K
Nov 06, 2023 Q3 2023
Argonautica Private Wealth Management, Inc

Wellesley, MA
BUY
 -
376
+ 4.92%
$38.4K - $40.8K
8.01K $856K
Oct 30, 2023 Q3 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
360
+ 11.24%
$36.7K - $39.1K
3.56K $381K
Nov 07, 2023 Q3 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
356
+ 16.44%
$36.3K - $38.6K
2.52K $269K
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
356
+ 2.73%
$36.3K - $38.6K
13.4K $1.43M
Oct 10, 2023 Q3 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
356
+ 11.75%
$36.3K - $38.6K
3.39K $362K
Oct 25, 2023 Q3 2023
Eukles Asset Management

BUY
 -
348
+ 3.55%
$35.5K - $37.8K
10.1K $1.08M
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
344
+ 9.78%
$35.1K - $37.3K
3.86K $413K
Nov 06, 2023 Q3 2023
Running Point Capital Advisors, LLC

BUY
 -
343
+ 3.32%
$35K - $37.2K
10.7K $1.14M
Oct 31, 2023 Q3 2023
Buttonwood Financial Group, LLC

BUY
 -
333
+ 7.44%
$34K - $36.1K
4.81K $514K
Nov 03, 2023 Q3 2023
Neumann Capital Management, LLC

BUY
 -
326
+ 2.93%
$33.3K - $35.4K
11.4K $1.22M
Oct 18, 2023 Q3 2023
Ballast, Inc.

BUY
 -
304
+ 2.12%
$31K - $33K
14.7K $1.57M
Nov 08, 2023 Q3 2023
Heritage Trust CO

Oklahoma City, OK
BUY
 -
299
+ 4.38%
$30.5K - $32.4K
7.13K $761K
Oct 10, 2023 Q3 2023
Regal Wealth Group, Inc.

BUY
 -
295
+ 0.35%
$30.1K - $32K
84.2K $8.99M
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
289
New
$29.5K - $31.4K
289 $30.9K
Oct 31, 2023 Q3 2023
Tempus Wealth Planning, LLC

BUY
 -
287
+ 7.38%
$29.3K - $31.1K
4.17K $446K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
283
+ 1.76%
$28.9K - $30.7K
16.3K $1.74M
Nov 08, 2023 Q3 2023
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
275
+ 10.07%
$28.1K - $29.8K
3.01K $321K
Oct 10, 2023 Q3 2023
New England Professional Planning Group Inc.

BUY
 -
263
+ 4.82%
$26.8K - $28.5K
5.72K $611K
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
263
+ 3.12%
$26.8K - $28.5K
8.7K $929K
Oct 10, 2023 Q3 2023
Fluent Financial, LLC

BUY
 -
256
+ 8.04%
$26.1K - $27.8K
3.44K $367K
Oct 24, 2023 Q3 2023
Canvas Wealth Advisors, LLC

BUY
 -
256
+ 10.91%
$26.1K - $27.8K
2.6K $278K
Nov 14, 2023 Q3 2023
Verde Capital Management

BUY
 -
254
+ 12.23%
$25.9K - $27.6K
2.33K $249K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
253
+ 8.06%
$25.8K - $27.5K
3.39K $362K
Oct 19, 2023 Q3 2023
Intergy Private Wealth, LLC

BUY
 -
250
+ 5.07%
$25.5K - $27.1K
5.19K $554K
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
249
+ 9.9%
$25.4K - $27K
2.76K $295K
Nov 15, 2023 Q3 2023
First Citizens Asset Management, Inc.

Raleigh, NC
BUY
 -
247
+ 5.25%
$25.2K - $26.8K
4.95K $529K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
242
+ 17.07%
$24.7K - $26.3K
1.66K $177K
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
219
+ 2.81%
$22.3K - $23.8K
8K $855K
Nov 14, 2023 Q3 2023
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
214
+ 1.79%
$21.8K - $23.2K
12.2K $1.3M
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
206
New
$21K - $22.4K
206 $22K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
197
+ 8.38%
$20.1K - $21.4K
2.55K $272K
Nov 15, 2023 Q3 2023
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
193
+ 7.22%
$19.7K - $20.9K
2.87K $306K
Nov 13, 2023 Q3 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
186
+ 0.84%
$19K - $20.2K
22.4K $2.39M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
181
+ 7.97%
$18.5K - $19.6K
2.45K $262K
Oct 23, 2023 Q3 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
175
+ 194.44%
$17.9K - $19K
265 $28.3K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
171
New
$17.4K - $18.6K
171 $18.3K
Oct 24, 2023 Q3 2023
Mandatum Life Insurance CO LTD

BUY
 -
157
+ 0.86%
$16K - $17K
18.4K $1.97M
Oct 10, 2023 Q3 2023
Outlook Wealth Advisors, LLC

BUY
 -
147
+ 0.41%
$15K - $16K
36.2K $3.87M
Nov 15, 2023 Q3 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
147
+ 1.71%
$15K - $16K
8.75K $935K
Oct 10, 2023 Q3 2023
Webster Bank, N. A.

BUY
 -
139
+ 19.77%
$14.2K - $15.1K
842 $90K
Nov 06, 2023 Q3 2023
Aveo Capital Partners, LLC

BUY
 -
123
+ 2.32%
$12.5K - $13.3K
5.42K $579K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
121
New
$12.3K - $13.1K
121 $12.9K
Nov 08, 2023 Q3 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
100
+ 47.39%
$10.2K - $10.9K
311 $33.2K
Nov 02, 2023 Q3 2023
Capital Investment Counsel, Inc

BUY
 -
100
New
$10.2K - $10.9K
100 $10.7K

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