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 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.71K+ 3.2% |
$168K - $190K
|
55.1K
$6.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.7K+ 1.69% |
$167K - $189K
|
102K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.64K+ 51.14% |
$161K - $183K
|
4.85K
$535K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.63K+ 1.36% |
$160K - $182K
|
122K
$13.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.6K+ 0.19% |
$157K - $178K
|
831K
$91.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.55K+ 1.14% |
$152K - $172K
|
137K
$15.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.5K+ 21.8% |
$147K - $166K
|
8.35K
$921K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.49K+ 12.02% |
$146K - $166K
|
13.9K
$1.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.45K+ 1.78% |
$143K - $162K
|
83.2K
$9.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.44KNew |
$141K - $160K
|
1.44K
$158K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.43K+ 1.13% |
$141K - $159K
|
128K
$14.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.41K+ 6.17% |
$139K - $157K
|
24.3K
$2.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.41K+ 2565.45% |
$139K - $157K
|
1.47K
$162K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.38K+ 18.18% |
$136K - $154K
|
8.98K
$990K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.37K+ 2.19% |
$135K - $153K
|
64K
$7.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.36K+ 7.97% |
$134K - $152K
|
18.4K
$2.03M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.36K+ 29.89% |
$134K - $151K
|
5.91K
$652K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.34KNew |
$132K - $150K
|
1.34K
$148K
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.33K+ 5.51% |
$130K - $148K
|
25.4K
$2.8M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.31K+ 10.19% |
$128K - $145K
|
14.1K
$1.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.27K+ 22.25% |
$125K - $142K
|
6.99K
$771K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.25K+ 41.21% |
$123K - $140K
|
4.3K
$474K
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
1.25K+ 4.91% |
$122K - $139K
|
26.6K
$2.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.24KNew |
$121K - $138K
|
1.24K
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 43.54% |
$120K - $136K
|
4.03K
$444K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.21K+ 6.01% |
$119K - $135K
|
21.3K
$2.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.19K+ 59.55% |
$117K - $132K
|
3.18K
$351K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
1.19K+ 41.6% |
$117K - $132K
|
4.04K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.17K+ 40.59% |
$115K - $130K
|
4.05K
$446K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.16K+ 50.46% |
$114K - $129K
|
3.45K
$380K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
1.13K+ 53.51% |
$111K - $126K
|
3.24K
$357K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.1K+ 13.33% |
$108K - $123K
|
9.37K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.1K+ 0.9% |
$108K - $122K
|
124K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.09K+ 0.64% |
$107K - $121K
|
171K
$18.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.08K+ 2.75% |
$106K - $120K
|
40.3K
$4.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.05K+ 50.0% |
$103K - $117K
|
3.15K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.04K+ 7.3% |
$102K - $116K
|
15.3K
$1.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 28.47% |
$102K - $115K
|
4.68K
$515K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.03K+ 18.46% |
$102K - $115K
|
6.63K
$731K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
996+ 23.86% |
$97.9K - $111K
|
5.17K
$570K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
990+ 1.32% |
$97.3K - $110K
|
75.9K
$8.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
987+ 38.03% |
$97K - $110K
|
3.58K
$395K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
975+ 9.19% |
$95.8K - $109K
|
11.6K
$1.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
965+ 50.13% |
$94.8K - $107K
|
2.89K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
959+ 24.52% |
$94.3K - $107K
|
4.87K
$537K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
934+ 39.28% |
$91.8K - $104K
|
3.31K
$365K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
927+ 4.3% |
$91.1K - $103K
|
22.5K
$2.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
927+ 16.81% |
$91.1K - $103K
|
6.44K
$710K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
915+ 7.5% |
$89.9K - $102K
|
13.1K
$1.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
908+ 24.42% |
$89.2K - $101K
|
4.63K
$510K
|