Purchases and Sales Made in Q4 2023 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
76+ 0.48% |
$7.47K - $8.46K
|
15.9K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
76+ 2.32% |
$7.47K - $8.46K
|
3.35K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
69New |
$6.78K - $7.68K
|
69
$7.59K
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
65+ 1.49% |
$6.39K - $7.24K
|
4.44K
$488K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
65+ 3.29% |
$6.39K - $7.24K
|
2.04K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
64+ 581.82% |
$6.29K - $7.13K
|
75
$8.25K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
64New |
$6.29K - $7.13K
|
64
$7.04K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
61+ 2.08% |
$6K - $6.79K
|
2.99K
$329K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
58+ 0.54% |
$5.7K - $6.46K
|
10.7K
$1.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
58+ 0.54% |
$5.7K - $6.46K
|
10.7K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
50+ 1.09% |
$4.91K - $5.57K
|
4.63K
$509K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
50New |
$4.91K - $5.57K
|
50
$5.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
48+ 1.42% |
$4.72K - $5.35K
|
3.42K
$376K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
48+ 1.42% |
$4.72K - $5.35K
|
3.44K
$378K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
48+ 26.52% |
$4.72K - $5.35K
|
229
$25.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
46+ 1.19% |
$4.52K - $5.12K
|
3.9K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
46+ 11.5% |
$4.52K - $5.12K
|
446
$49K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
44+ 2.07% |
$4.32K - $4.9K
|
2.17K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
40+ 0.45% |
$3.93K - $4.45K
|
8.9K
$978K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
39New |
$3.83K - $4.34K
|
39
$4.29K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
39+ 3.38% |
$3.83K - $4.34K
|
1.19K
$131K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
32+ 3.99% |
$3.14K - $3.56K
|
834
$91.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
30+ 0.08% |
$2.95K - $3.34K
|
35.7K
$3.92M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
29+ 1.59% |
$2.85K - $3.23K
|
1.86K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
28+ 0.54% |
$2.75K - $3.12K
|
5.26K
$578K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
25New |
$2.46K - $2.78K
|
25
$2.75K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
21+ 0.78% |
$2.06K - $2.34K
|
2.72K
$299K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
21New |
$2.06K - $2.34K
|
21
$2.31K
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.67% |
$1.97K - $2.23K
|
3.02K
$331K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
20New |
$1.97K - $2.23K
|
20
$2.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
19+ 0.22% |
$1.87K - $2.12K
|
8.83K
$971K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
18+ 0.59% |
$1.77K - $2K
|
3.05K
$335K
|
|
|
Feb 07, 2024
Q4 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
17+ 0.29% |
$1.67K - $1.89K
|
5.87K
$645K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
17New |
$1.67K - $1.89K
|
17
$1.87K
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
16+ 0.34% |
$1.57K - $1.78K
|
4.74K
$521K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15New |
$1.47K - $1.67K
|
15
$1.65K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
15New |
$1.47K - $1.67K
|
15
$1.65K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
14New |
$1.38K - $1.56K
|
14
$1.54K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
13+ 1.48% |
$1.28K - $1.45K
|
894
$98.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
12+ 0.38% |
$1.18K - $1.34K
|
3.14K
$345K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
10+ 0.05% |
$983 - $1.11K
|
19.9K
$2.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9+ 0.36% |
$885 - $1K
|
2.53K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
8+ 3.7% |
$786 - $891
|
224
$24.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.33% |
$688 - $780
|
2.11K
$232K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.78% |
$688 - $780
|
903
$99.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
7+ 0.76% |
$688 - $780
|
926
$102K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
6+ 1.11% |
$590 - $668
|
548
$60.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5+ 0.18% |
$491 - $557
|
2.86K
$315K
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
4+ 8.33% |
$393 - $445
|
52
$5.72K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 1.43% |
$295 - $334
|
213
$23.4K
|