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
|
Northwest Capital Management Inc
|
BUY
|
- |
5+ 1.08% |
$510 - $543
|
467
$50.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.17% |
$408 - $434
|
2.42K
$262K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 0.16% |
$306 - $326
|
1.83K
$198K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.14% |
$306 - $326
|
2.13K
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.04% |
$204 - $217
|
5.1K
$552K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.05% |
$204 - $217
|
192
$20.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.96% |
$204 - $217
|
210
$22.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.81% |
$102 - $109
|
124
$13.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
1+ 2.13% |
$102 - $109
|
48
$5.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1+ 1.69% |
$102 - $109
|
60
$6.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.04% |
$102 - $109
|
2.27K
$247K
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-1- 0.04% |
$102 - $109
|
2.59K
$281K
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1- 0.04% |
$102 - $109
|
2.46K
$267K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1- 0.03% |
$102 - $109
|
3.86K
$418K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-2- 15.38% |
$204 - $217
|
11
$1.19K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4- 0.78% |
$408 - $434
|
506
$54.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
SELL
|
- |
-8- 0.33% |
$816 - $868
|
2.41K
$261K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-11- 3.85% |
$1.12K - $1.19K
|
275
$29.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-14- 28.57% |
$1.43K - $1.52K
|
35
$3.79K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-14- 1.12% |
$1.43K - $1.52K
|
1.23K
$133K
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-15- 4.14% |
$1.53K - $1.63K
|
347
$37.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-15- 7.04% |
$1.53K - $1.63K
|
198
$21.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-15- 0.21% |
$1.53K - $1.63K
|
7.26K
$786K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-16- 34.78% |
$1.63K - $1.74K
|
30
$3.25K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-20- 1.01% |
$2.04K - $2.17K
|
1.96K
$212K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-20- 1.01% |
$2.04K - $2.17K
|
1.96K
$212K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-23- 37.7% |
$2.35K - $2.5K
|
38
$4.12K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-24- 3.67% |
$2.45K - $2.6K
|
630
$68.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-25- 17.48% |
$2.55K - $2.71K
|
118
$12.8K
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-26- 1.12% |
$2.65K - $2.82K
|
2.29K
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-26- 0.2% |
$2.65K - $2.82K
|
12.9K
$1.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-27- 1.02% |
$2.75K - $2.93K
|
2.62K
$284K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-29- 0.13% |
$2.96K - $3.15K
|
22.9K
$2.48M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-31- 1.34% |
$3.16K - $3.36K
|
2.29K
$248K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-32- 1.01% |
$3.26K - $3.47K
|
3.13K
$339K
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-32- 0.72% |
$3.26K - $3.47K
|
4.39K
$476K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-33- 15.42% |
$3.37K - $3.58K
|
181
$19.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-35- 0.07% |
$3.57K - $3.8K
|
48.7K
$5.28M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-36- 1.49% |
$3.67K - $3.91K
|
2.38K
$258K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-39- 0.39% |
$3.98K - $4.23K
|
10.1K
$1.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-43- 0.78% |
$4.39K - $4.67K
|
5.46K
$592K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-44- 1.04% |
$4.49K - $4.77K
|
4.2K
$455K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-45- 1.03% |
$4.59K - $4.88K
|
4.31K
$467K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-46- 1.84% |
$4.69K - $4.99K
|
2.45K
$266K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-49- 2.42% |
$5K - $5.32K
|
1.98K
$214K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-50- 0.48% |
$5.1K - $5.43K
|
10.3K
$1.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-55- 1.65% |
$5.61K - $5.97K
|
3.28K
$355K
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-58- 0.14% |
$5.92K - $6.29K
|
42.7K
$4.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-63- 0.59% |
$6.43K - $6.84K
|
10.6K
$1.15M
|