Purchases and Sales Made in Q3 2023 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
139+ 19.77% |
$14.2K - $15.1K
|
842
$90.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
123+ 2.32% |
$12.5K - $13.3K
|
5.42K
$585K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
121New |
$12.3K - $13.1K
|
121
$13.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
100+ 5.27% |
$10.2K - $10.9K
|
2K
$216K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100+ 47.39% |
$10.2K - $10.9K
|
311
$33.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100New |
$10.2K - $10.9K
|
100
$10.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
95+ 0.12% |
$9.69K - $10.3K
|
76.7K
$8.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
94+ 4700.0% |
$9.59K - $10.2K
|
96
$10.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
86+ 101.18% |
$8.77K - $9.33K
|
171
$18.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
BUY
|
- |
82+ 0.25% |
$8.37K - $8.9K
|
32.5K
$3.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
81New |
$8.26K - $8.79K
|
81
$8.75K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
80+ 0.24% |
$8.16K - $8.68K
|
33.8K
$3.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
79+ 7.35% |
$8.06K - $8.57K
|
1.15K
$125K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
78+ 1.57% |
$7.96K - $8.46K
|
5.04K
$544K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
71+ 1.17% |
$7.24K - $7.7K
|
6.12K
$660K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
67New |
$6.84K - $7.27K
|
67
$7.24K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
65+ 9.91% |
$6.63K - $7.05K
|
721
$77.9K
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
60+ 2.31% |
$6.12K - $6.51K
|
2.66K
$287K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
59+ 7.56% |
$6.02K - $6.4K
|
839
$90.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
55+ 1.95% |
$5.61K - $5.97K
|
2.88K
$311K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
46+ 7.22% |
$4.69K - $4.99K
|
683
$73.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
45+ 1.04% |
$4.59K - $4.88K
|
4.37K
$472K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
44+ 0.29% |
$4.49K - $4.77K
|
15.1K
$1.63M
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
43+ 0.64% |
$4.39K - $4.67K
|
6.72K
$726K
|
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
42+ 1.78% |
$4.28K - $4.56K
|
2.41K
$260K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
42+ 0.62% |
$4.28K - $4.56K
|
6.85K
$739K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
41New |
$4.18K - $4.45K
|
41
$4.43K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
40New |
$4.08K - $4.34K
|
40
$4.32K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
35+ 1.66% |
$3.57K - $3.8K
|
2.14K
$231K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
34+ 0.69% |
$3.47K - $3.69K
|
4.98K
$537K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
34+ 0.47% |
$3.47K - $3.69K
|
7.29K
$787K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
29New |
$2.96K - $3.15K
|
29
$3.13K
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
26+ 1.01% |
$2.65K - $2.82K
|
2.6K
$281K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26+ 1.32% |
$2.65K - $2.82K
|
2K
$216K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
24+ 0.91% |
$2.45K - $2.6K
|
2.65K
$286K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
23New |
$2.35K - $2.5K
|
23
$2.48K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21+ 17.65% |
$2.14K - $2.28K
|
140
$15.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
20+ 2.04% |
$2.04K - $2.17K
|
1K
$108K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 0.91% |
$1.94K - $2.06K
|
2.11K
$228K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
19+ 0.78% |
$1.94K - $2.06K
|
2.45K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
19+ 0.14% |
$1.94K - $2.06K
|
13.3K
$1.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
18New |
$1.84K - $1.95K
|
18
$1.94K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
18+ 0.52% |
$1.84K - $1.95K
|
3.48K
$376K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
16+ 0.48% |
$1.63K - $1.74K
|
3.37K
$364K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
16New |
$1.63K - $1.74K
|
16
$1.73K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
15New |
$1.53K - $1.63K
|
15
$1.62K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
14New |
$1.43K - $1.52K
|
14
$1.51K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13+ 0.34% |
$1.33K - $1.41K
|
3.85K
$415K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
13+ 0.43% |
$1.33K - $1.41K
|
3.03K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
13+ 0.02% |
$1.33K - $1.41K
|
76.3K
$8.24M
|