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 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-796- 9.1% |
$78.2K - $88.6K
|
7.95K
$875K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-819- 33.37% |
$80.5K - $91.2K
|
1.64K
$180K
|
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-819- 22.88% |
$80.5K - $91.2K
|
2.76K
$303K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-821- 12.65% |
$80.7K - $91.4K
|
5.67K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-842- 35.62% |
$82.8K - $93.8K
|
1.52K
$167K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-854- 30.9% |
$83.9K - $95.1K
|
1.91K
$210K
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
SELL
|
- |
-858- 2.34% |
$84.3K - $95.5K
|
35.7K
$3.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-860- 14.45% |
$84.5K - $95.8K
|
5.09K
$560K
|
|
|
Jan 30, 2024
Q4 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-875- 0.9% |
$86K - $97.4K
|
96.1K
$10.6M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-905- 8.2% |
$88.9K - $101K
|
10.1K
$1.11M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-916- 9.14% |
$90K - $102K
|
9.1K
$1M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-926- 77.36% |
$91K - $103K
|
271
$29.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-929- 15.19% |
$91.3K - $103K
|
5.19K
$570K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-950- 9.32% |
$93.4K - $106K
|
9.25K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-973- 4.65% |
$95.6K - $108K
|
19.9K
$2.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-989- 10.32% |
$97.2K - $110K
|
8.59K
$945K
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-995- 11.69% |
$97.8K - $111K
|
7.52K
$827K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-998- 2.03% |
$98.1K - $111K
|
48.2K
$5.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1K- 9.26% |
$98.6K - $112K
|
9.82K
$1.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.01K- 4.83% |
$99.7K - $113K
|
20K
$2.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-1.03K- 32.8% |
$101K - $114K
|
2.11K
$232K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.05K- 3.54% |
$104K - $117K
|
28.8K
$3.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-1.06K- 22.08% |
$104K - $117K
|
3.72K
$409K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.07K- 13.8% |
$105K - $119K
|
6.69K
$736K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.08K- 20.38% |
$106K - $120K
|
4.22K
$463K
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.1K- 7.35% |
$108K - $123K
|
13.9K
$1.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.12K- 11.42% |
$110K - $125K
|
8.67K
$953K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.15K- 67.69% |
$113K - $128K
|
548
$60.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.15K- 34.85% |
$113K - $128K
|
2.15K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.16K- 21.86% |
$114K - $130K
|
4.16K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.17K- 2.53% |
$115K - $130K
|
45.1K
$4.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.19K- 17.46% |
$117K - $132K
|
5.61K
$616K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.22K- 25.76% |
$120K - $136K
|
3.53K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.25K- 22.32% |
$123K - $139K
|
4.35K
$478K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.28K- 11.93% |
$126K - $142K
|
9.43K
$1.04M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1.3K- 42.3% |
$128K - $145K
|
1.78K
$195K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.36K- 19.82% |
$134K - $151K
|
5.5K
$604K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.39K- 6.07% |
$137K - $155K
|
21.5K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.43K- 98.41% |
$140K - $159K
|
23
$2.53K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.43K- 26.28% |
$141K - $159K
|
4.01K
$441K
|
|
|
Feb 01, 2024
Q4 2023
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-1.44K- 9.99% |
$142K - $161K
|
13K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.45K- 3.32% |
$142K - $161K
|
42.1K
$4.63M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.48K- 36.11% |
$145K - $165K
|
2.62K
$288K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.49K- 1.69% |
$146K - $166K
|
86.5K
$9.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.5K- 5.59% |
$148K - $167K
|
25.4K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.55K- 16.65% |
$152K - $172K
|
7.73K
$850K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.55K- 5.57% |
$152K - $172K
|
26.2K
$2.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.66K- 40.25% |
$163K - $185K
|
2.46K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.67K- 23.86% |
$164K - $186K
|
5.33K
$586K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-1.68K- 26.0% |
$165K - $187K
|
4.77K
$525K
|