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 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-63- 0.99% |
$6.43K - $6.84K
|
6.29K
$682K
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-63- 0.59% |
$6.43K - $6.84K
|
10.6K
$1.15M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-65- 6.87% |
$6.63K - $7.05K
|
881
$95.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-65- 1.29% |
$6.63K - $7.05K
|
4.98K
$539K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-69- 12.85% |
$7.04K - $7.49K
|
468
$50.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-82- 2.71% |
$8.37K - $8.9K
|
2.94K
$319K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-86- 4.79% |
$8.77K - $9.33K
|
1.71K
$185K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-90- 0.37% |
$9.18K - $9.77K
|
24.1K
$2.61M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-98- 15.58% |
$10K - $10.6K
|
531
$57.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-98- 1.25% |
$10K - $10.6K
|
7.75K
$840K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-100- 3.39% |
$10.2K - $10.9K
|
2.85K
$309K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-106- 9.52% |
$10.8K - $11.5K
|
1.01K
$109K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-118- 0.96% |
$12K - $12.8K
|
12.2K
$1.33M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-126- 31.34% |
$12.9K - $13.7K
|
276
$29.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-127- 0.16% |
$13K - $13.8K
|
77.9K
$8.44M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-129- 0.21% |
$13.2K - $14K
|
60.1K
$6.52M
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-130- 24.34% |
$13.3K - $14.1K
|
404
$43.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-145- 37.18% |
$14.8K - $15.7K
|
245
$26.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-148- 60.41% |
$15.1K - $16.1K
|
97
$10.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
SELL
|
- |
-153- 1.42% |
$15.6K - $16.6K
|
10.6K
$1.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-155- 11.32% |
$15.8K - $16.8K
|
1.21K
$132K
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-156- 2.09% |
$15.9K - $16.9K
|
7.32K
$793K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-163- 5.92% |
$16.6K - $17.7K
|
2.59K
$281K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-175- 0.82% |
$17.9K - $19K
|
21.2K
$2.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-175- 16.71% |
$17.9K - $19K
|
872
$94.5K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-189- 1.4% |
$19.3K - $20.5K
|
13.3K
$1.45M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-200- 58.82% |
$20.4K - $21.7K
|
140
$15.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-200- 0.4% |
$20.4K - $21.7K
|
49.6K
$5.37M
|
|
|
Oct 11, 2023
Q3 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-210- 4.82% |
$21.4K - $22.8K
|
4.15K
$449K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-215- 3.59% |
$21.9K - $23.3K
|
5.77K
$625K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-215- 1.46% |
$21.9K - $23.3K
|
14.5K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-219- 2.51% |
$22.3K - $23.8K
|
8.52K
$923K
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-244- 30.35% |
$24.9K - $26.5K
|
560
$60.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-245- 9.7% |
$25K - $26.6K
|
2.28K
$247K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-246- 4.43% |
$25.1K - $26.7K
|
5.31K
$575K
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-249- 68.98% |
$25.4K - $27K
|
112
$12.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-253- 5.24% |
$25.8K - $27.5K
|
4.58K
$496K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-254- 9.44% |
$25.9K - $27.6K
|
2.44K
$264K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-265- 17.09% |
$27K - $28.8K
|
1.29K
$139K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-292- 2.65% |
$29.8K - $31.7K
|
10.7K
$1.16M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-299- 61.9% |
$30.5K - $32.4K
|
184
$19.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-299- 72.4% |
$30.5K - $32.4K
|
114
$12.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-300- 51.19% |
$30.6K - $32.6K
|
286
$31K
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-302- 0.24% |
$30.8K - $32.8K
|
126K
$13.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-309- 5.76% |
$31.5K - $33.5K
|
5.05K
$548K
|
|
|
Nov 14, 2023
Q3 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-320- 5.19% |
$32.6K - $34.7K
|
5.85K
$634K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-324- 6.85% |
$33.1K - $35.2K
|
4.41K
$478K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-326- 13.77% |
$33.3K - $35.4K
|
2.04K
$221K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-329- 4.83% |
$33.6K - $35.7K
|
6.49K
$703K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-335- 0.63% |
$34.2K - $36.4K
|
52.4K
$5.68M
|