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 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
41.2K+ 184.24% |
$4.05M - $4.59M
|
63.6K
$6.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
41.1K+ 326.08% |
$4.03M - $4.57M
|
53.6K
$5.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
40.2K+ 27.03% |
$3.95M - $4.48M
|
189K
$20.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
38.2K+ 4599.76% |
$3.75M - $4.25M
|
39K
$4.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
37.8KNew |
$3.71M - $4.21M
|
37.8K
$4.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
37.7K+ 92.51% |
$3.7M - $4.2M
|
78.4K
$8.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
37.6KNew |
$3.7M - $4.19M
|
37.6K
$4.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
37.4KNew |
$3.67M - $4.16M
|
37.4K
$4.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
37KNew |
$3.63M - $4.12M
|
37K
$4.05M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
36.6K+ 5.83% |
$3.6M - $4.08M
|
665K
$72.8M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
36.3KNew |
$3.57M - $4.04M
|
36.3K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
35.9KNew |
$3.53M - $4M
|
35.9K
$3.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
35.7KNew |
$3.51M - $3.97M
|
35.7K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33.7K+ 40.35% |
$3.32M - $3.76M
|
117K
$12.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
33.4K+ 346.96% |
$3.28M - $3.72M
|
43K
$4.72M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
32.3K+ 95.53% |
$3.18M - $3.6M
|
66.2K
$7.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.3K+ 13.84% |
$3.17M - $3.6M
|
266K
$29.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
31.6KNew |
$3.1M - $3.51M
|
31.6K
$3.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.4K+ 8.11% |
$3.09M - $3.5M
|
419K
$46M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
31.2K+ 39.91% |
$3.06M - $3.47M
|
109K
$12M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
31.1K+ 282.04% |
$3.05M - $3.46M
|
42.1K
$4.61M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
30.9K+ 62.42% |
$3.04M - $3.44M
|
80.5K
$8.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
30.4KNew |
$2.98M - $3.38M
|
30.4K
$3.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
30.3KNew |
$2.98M - $3.38M
|
30.3K
$3.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
28.7K+ 96.57% |
$2.82M - $3.2M
|
58.4K
$6.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
28.3KNew |
$2.78M - $3.15M
|
28.3K
$3.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
26.9K+ 773.84% |
$2.65M - $3M
|
30.4K
$3.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
25.1K+ 26.82% |
$2.46M - $2.79M
|
118K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
25KNew |
$2.46M - $2.78M
|
25K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
24.7KNew |
$2.43M - $2.75M
|
24.7K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.5K+ 12.82% |
$2.41M - $2.73M
|
216K
$23.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
24.4KNew |
$2.39M - $2.71M
|
24.4K
$2.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
24.1K+ 972.95% |
$2.37M - $2.68M
|
26.6K
$2.91M
|
|
|
Feb 15, 2024
Q4 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
23.5KNew |
$2.31M - $2.62M
|
23.5K
$2.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
23.5K+ 25.55% |
$2.31M - $2.62M
|
115K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.2K+ 20.33% |
$2.28M - $2.58M
|
137K
$15.1M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23.2K+ 43.96% |
$2.28M - $2.58M
|
76K
$8.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
22.4KNew |
$2.2M - $2.5M
|
22.4K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
22.4KNew |
$2.2M - $2.49M
|
22.4K
$2.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
22.2K+ 385.61% |
$2.19M - $2.48M
|
28K
$3.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
21.4K+ 133.87% |
$2.11M - $2.39M
|
37.5K
$4.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
21.3KNew |
$2.09M - $2.37M
|
21.3K
$2.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
21.2KNew |
$2.08M - $2.36M
|
21.2K
$2.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
21.1KNew |
$2.07M - $2.35M
|
21.1K
$2.31M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
20.9K+ 31.61% |
$2.05M - $2.33M
|
87K
$9.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20.5K+ 683.48% |
$2.01M - $2.28M
|
23.5K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
20KNew |
$1.97M - $2.23M
|
20K
$2.2M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
19.6KNew |
$1.93M - $2.19M
|
19.6K
$2.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.3K+ 14.63% |
$1.9M - $2.15M
|
152K
$16.6M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.3K+ 238.11% |
$1.89M - $2.14M
|
27.3K
$3M
|