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
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-77.5K- 45.5% |
$7.61M - $8.63M
|
92.8K
$10.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-83.1K- 39.38% |
$8.17M - $9.26M
|
128K
$14.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-85.3K- 61.72% |
$8.39M - $9.5M
|
52.9K
$5.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-87.4K- 45.79% |
$8.59M - $9.73M
|
103K
$11.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-88.4K- 92.32% |
$8.68M - $9.84M
|
7.36K
$826K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-90K- 68.13% |
$8.85M - $10M
|
42.1K
$4.73M
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-95K- 17.62% |
$9.34M - $10.6M
|
444K
$49.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-96.9K- 7.36% |
$9.52M - $10.8M
|
1.22M
$137M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-102K- 58.45% |
$10M - $11.4M
|
72.5K
$8.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-106K- 10.65% |
$10.4M - $11.8M
|
892K
$100M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-107K- 27.69% |
$10.5M - $11.9M
|
279K
$31.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-111K- 95.66% |
$10.9M - $12.4M
|
5.05K
$568K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-113K- 0.74% |
$11.1M - $12.6M
|
15M
$1.69B
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-117K- 0.76% |
$11.5M - $13M
|
15.2M
$1.7B
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-124K- 48.71% |
$12.2M - $13.8M
|
131K
$14.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-132K- 20.03% |
$13M - $14.7M
|
526K
$59.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-133K- 23.91% |
$13.1M - $14.8M
|
423K
$47.5M
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-134K- 80.29% |
$13.2M - $14.9M
|
32.9K
$3.69M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-169K- 98.11% |
$16.6M - $18.8M
|
3.25K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-171K- 56.94% |
$16.8M - $19M
|
129K
$14.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Rye Brook Capital LLC
|
SELL
|
- |
-183K- 49.25% |
$18M - $20.3M
|
188K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-202K- 74.86% |
$19.9M - $22.5M
|
67.9K
$7.63M
|
|
|
Apr 08, 2025
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-205K- 33.54% |
$20.1M - $22.8M
|
406K
$45.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-206K- 34.01% |
$20.2M - $22.9M
|
399K
$44.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-215K- 50.0% |
$21.1M - $23.9M
|
215K
$24.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-264K- 89.15% |
$26M - $29.4M
|
32.1K
$3.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-286K- 75.18% |
$28.1M - $31.9M
|
94.5K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-293K- 82.14% |
$28.8M - $32.7M
|
63.8K
$7.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-300K- 16.34% |
$29.5M - $33.4M
|
1.54M
$173M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-302K- 61.77% |
$29.7M - $33.6M
|
187K
$21M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-314K- 43.51% |
$30.9M - $35M
|
408K
$45.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-404K- 81.44% |
$39.7M - $45M
|
92.2K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-425K- 81.73% |
$41.8M - $47.3M
|
95K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-488K- 38.13% |
$47.9M - $54.3M
|
791K
$88.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-701K- 6.41% |
$68.8M - $78M
|
10.2M
$1.15B
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-736K- 99.1% |
$72.4M - $82M
|
6.71K
$754K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-925K- 29.86% |
$90.9M - $103M
|
2.17M
$244M
|
|
|
Aug 23, 2024
Q4 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-931K- 66.94% |
$91.5M - $104M
|
460K
$51.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1.17M- 83.74% |
$115M - $130M
|
227K
$25.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.39M- 67.92% |
$136M - $155M
|
656K
$73.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.5M- 70.42% |
$147M - $167M
|
630K
$70.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.66M- 99.85% |
$163M - $185M
|
2.42K
$272K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.71M- 11.04% |
$168M - $191M
|
13.8M
$1.55B
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.26M- 35.37% |
$222M - $251M
|
4.13M
$464M
|
|
|
Feb 12, 2024
Q4 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-2.88M- 86.24% |
$283M - $321M
|
460K
$51.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.08M- 43.15% |
$303M - $344M
|
4.06M
$456M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.65M- 98.97% |
$555M - $629M
|
58.5K
$6.58M
|