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 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
8+ 3.7% |
$786 - $891
|
224
$24.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
7+ 0.76% |
$688 - $780
|
926
$99.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.33% |
$688 - $780
|
2.11K
$228K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.78% |
$688 - $780
|
903
$97.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
6+ 1.11% |
$590 - $668
|
548
$59.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5+ 0.18% |
$491 - $557
|
2.86K
$308K
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
4+ 8.33% |
$393 - $445
|
52
$5.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$295 - $334
|
10.7K
$1.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
3+ 0.12% |
$295 - $334
|
2.46K
$265K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3+ 0.64% |
$295 - $334
|
470
$50.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 1.43% |
$295 - $334
|
213
$23K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
3New |
$295 - $334
|
3
$323
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 1.61% |
$197 - $223
|
126
$13.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2+ 0.09% |
$197 - $223
|
2.28K
$245K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2+ 0.06% |
$197 - $223
|
3.28K
$353K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-4- 0.12% |
$393 - $445
|
3.37K
$363K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-5- 0.21% |
$491 - $557
|
2.33K
$251K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
SELL
|
- |
-6- 0.08% |
$590 - $668
|
7.29K
$786K
|
|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-6- 0.12% |
$590 - $668
|
4.8K
$518K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-7- 0.26% |
$688 - $780
|
2.64K
$285K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-8- 22.86% |
$786 - $891
|
27
$2.91K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-11- 2.21% |
$1.08K - $1.22K
|
486
$52.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-11- 0.38% |
$1.08K - $1.22K
|
2.86K
$308K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-13- 11.4% |
$1.28K - $1.45K
|
101
$10.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-16- 0.65% |
$1.57K - $1.78K
|
2.43K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-34- 0.18% |
$3.34K - $3.79K
|
18.7K
$2.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-35- 17.59% |
$3.44K - $3.9K
|
164
$17.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-35- 0.37% |
$3.44K - $3.9K
|
9.37K
$1.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-35- 6.59% |
$3.44K - $3.9K
|
496
$53.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-40- 0.15% |
$3.93K - $4.45K
|
26.2K
$2.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-40- 22.99% |
$3.93K - $4.45K
|
134
$14.4K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-40- 21.98% |
$3.93K - $4.45K
|
142
$15.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-45- 1.09% |
$4.42K - $5.01K
|
4.1K
$442K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-47- 6.7% |
$4.62K - $5.23K
|
655
$70.6K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-47- 18.73% |
$4.62K - $5.23K
|
204
$22K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-51- 2.6% |
$5.01K - $5.68K
|
1.91K
$206K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-59- 0.36% |
$5.8K - $6.57K
|
16.4K
$1.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-64- 2.66% |
$6.29K - $7.13K
|
2.34K
$253K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-73- 26.45% |
$7.17K - $8.13K
|
203
$21.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-76- 3.62% |
$7.47K - $8.46K
|
2.02K
$218K
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-81- 1.04% |
$7.96K - $9.02K
|
7.67K
$827K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-82- 2.59% |
$8.06K - $9.13K
|
3.09K
$333K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-83- 2.57% |
$8.16K - $9.24K
|
3.15K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-86- 18.38% |
$8.45K - $9.58K
|
382
$41.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-95- 4.16% |
$9.34K - $10.6K
|
2.19K
$236K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-95- 4.49% |
$9.34K - $10.6K
|
2.02K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-100- 3.16% |
$9.83K - $11.1K
|
3.06K
$330K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-100- 0.97% |
$9.83K - $11.1K
|
10.2K
$1.1M
|