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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-15.9K- 44.63% |
$1.56M - $1.77M
|
19.7K
$2.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-18.1K- 3.9% |
$1.78M - $2.01M
|
445K
$48.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-18.2K- 10.65% |
$1.79M - $2.03M
|
153K
$16.8M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-18.3K- 51.53% |
$1.8M - $2.03M
|
17.2K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-18.6K- 52.14% |
$1.83M - $2.07M
|
17.1K
$1.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-19K- 48.44% |
$1.87M - $2.11M
|
20.2K
$2.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-19.1K- 13.38% |
$1.88M - $2.13M
|
124K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-20.1K- 59.13% |
$1.97M - $2.24M
|
13.9K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-20.5K- 1.49% |
$2.02M - $2.29M
|
1.35M
$149M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-21.2K- 42.05% |
$2.09M - $2.36M
|
29.3K
$3.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-24.3K- 41.35% |
$2.39M - $2.7M
|
34.4K
$3.79M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-25.9K- 9.55% |
$2.55M - $2.89M
|
245K
$27M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-26.3K- 13.85% |
$2.58M - $2.93M
|
163K
$18M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-26.5K- 0.25% |
$2.6M - $2.95M
|
10.6M
$1.17B
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-26.5K- 84.29% |
$2.61M - $2.96M
|
4.95K
$544K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-28.4K- 31.21% |
$2.79M - $3.16M
|
62.6K
$6.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-28.5K- 2.88% |
$2.8M - $3.17M
|
960K
$106M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-29.6K- 14.35% |
$2.91M - $3.29M
|
177K
$19.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.8K- 1.65% |
$3.03M - $3.43M
|
1.84M
$202M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-32.2K- 51.67% |
$3.16M - $3.59M
|
30.1K
$3.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
SELL
|
- |
-33.1K- 19.12% |
$3.26M - $3.69M
|
140K
$15.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-33.5K- 37.97% |
$3.29M - $3.73M
|
54.7K
$6.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-35.3K- 99.79% |
$3.47M - $3.93M
|
75
$8.25K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-36.3K- 70.23% |
$3.57M - $4.05M
|
15.4K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-38.7K- 22.72% |
$3.81M - $4.31M
|
132K
$14.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-39.4K- 67.0% |
$3.87M - $4.39M
|
19.4K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-41K- 50.0% |
$4.03M - $4.57M
|
41K
$4.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-42.1K- 38.77% |
$4.14M - $4.69M
|
66.5K
$7.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-50.7K- 28.46% |
$4.98M - $5.64M
|
127K
$14M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-55.6K- 60.69% |
$5.47M - $6.19M
|
36K
$3.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-55.7K- 94.88% |
$5.48M - $6.21M
|
3.01K
$331K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-56.5K- 17.1% |
$5.55M - $6.29M
|
274K
$30.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-63.2K- 28.09% |
$6.21M - $7.03M
|
162K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-71K- 43.45% |
$6.98M - $7.91M
|
92.5K
$10.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-74.5K- 2.82% |
$7.32M - $8.29M
|
2.57M
$282M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-77.5K- 45.5% |
$7.61M - $8.63M
|
92.8K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-83.1K- 39.38% |
$8.17M - $9.26M
|
128K
$14.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-85.3K- 61.72% |
$8.39M - $9.5M
|
52.9K
$5.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-87.4K- 45.79% |
$8.59M - $9.73M
|
103K
$11.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-88.4K- 92.32% |
$8.68M - $9.84M
|
7.36K
$809K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-90K- 68.13% |
$8.85M - $10M
|
42.1K
$4.63M
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-95K- 17.62% |
$9.34M - $10.6M
|
444K
$48.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-96.9K- 7.36% |
$9.52M - $10.8M
|
1.22M
$134M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-102K- 58.45% |
$10M - $11.4M
|
72.5K
$7.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-106K- 10.65% |
$10.4M - $11.8M
|
892K
$98M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-107K- 27.69% |
$10.5M - $11.9M
|
279K
$30.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-111K- 95.66% |
$10.9M - $12.4M
|
5.05K
$556K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-113K- 0.74% |
$11.1M - $12.6M
|
15M
$1.65B
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-117K- 0.76% |
$11.5M - $13M
|
15.2M
$1.67B
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-124K- 48.71% |
$12.2M - $13.8M
|
131K
$14.4M
|