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 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.14K- 50.85% |
$422K - $449K
|
4K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-4.2K- 46.15% |
$428K - $456K
|
4.9K
$531K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4.35K- 6.68% |
$443K - $471K
|
60.7K
$6.58M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.38K- 8.61% |
$446K - $475K
|
46.4K
$5.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-4.43K- 11.6% |
$452K - $480K
|
33.7K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.5K- 32.8% |
$459K - $489K
|
9.22K
$1M
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-4.51K- 12.96% |
$460K - $489K
|
30.3K
$3.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.52K- 1.74% |
$461K - $491K
|
255K
$27.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.57K- 98.81% |
$466K - $496K
|
55
$5.96K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
SELL
|
- |
-4.58K- 99.03% |
$468K - $497K
|
45
$4.88K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-4.64K- 29.57% |
$473K - $503K
|
11K
$1.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-4.67K- 4.99% |
$476K - $506K
|
88.8K
$9.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-4.72K- 50.1% |
$482K - $512K
|
4.7K
$510K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4.75K- 47.28% |
$484K - $515K
|
5.29K
$574K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.82K- 66.24% |
$492K - $523K
|
2.46K
$266K
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-5.12K- 62.45% |
$522K - $556K
|
3.08K
$334K
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
- |
-5.13K- 5.2% |
$523K - $557K
|
93.6K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.17K- 16.79% |
$527K - $561K
|
25.6K
$2.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5.4K- 99.27% |
$551K - $586K
|
40
$4.34K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.47K- 65.44% |
$558K - $594K
|
2.89K
$313K
|
|
|
Oct 10, 2023
Q3 2023
|
Rye Brook Capital LLC
|
SELL
|
- |
-5.65K- 1.5% |
$576K - $613K
|
371K
$40.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-5.68K- 2.99% |
$579K - $616K
|
184K
$20M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.83K- 61.92% |
$594K - $632K
|
3.58K
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.95K- 3.12% |
$607K - $645K
|
185K
$20M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.95K- 21.64% |
$607K - $646K
|
21.5K
$2.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
SELL
|
- |
-6.09K- 14.27% |
$621K - $661K
|
36.6K
$3.97M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-6.12K- 31.26% |
$624K - $664K
|
13.5K
$1.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.21K- 7.01% |
$634K - $674K
|
82.3K
$8.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.29K- 24.21% |
$642K - $683K
|
19.7K
$2.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.39K- 15.33% |
$652K - $693K
|
35.3K
$3.83M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.41K- 48.3% |
$654K - $695K
|
6.86K
$743K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-6.52K- 3.69% |
$665K - $707K
|
170K
$18.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.59K- 7.77% |
$672K - $715K
|
78.1K
$8.47M
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-7.03KClosed |
$717K - $762K
|
0
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-7.77K- 4.35% |
$792K - $843K
|
171K
$18.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-7.93K- 23.61% |
$809K - $861K
|
25.7K
$2.78M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.01K- 32.0% |
$817K - $869K
|
17K
$1.84M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-8.13K- 1.98% |
$829K - $882K
|
403K
$43.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-8.38K- 13.95% |
$855K - $910K
|
51.7K
$5.61M
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-8.4K- 80.77% |
$857K - $911K
|
2K
$217K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-8.7K- 2.06% |
$887K - $944K
|
413K
$44.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-8.88K- 56.66% |
$906K - $963K
|
6.79K
$736K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-8.96K- 26.11% |
$914K - $972K
|
25.3K
$2.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-8.99K- 36.93% |
$917K - $976K
|
15.4K
$1.66M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-9.43K- 94.58% |
$962K - $1.02M
|
540
$58.5K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-9.83K- 18.86% |
$1M - $1.07M
|
42.3K
$4.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Passaic Partners LLC
|
SELL
|
- |
-10.5K- 4.39% |
$1.07M - $1.14M
|
229K
$24.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-10.5K- 90.67% |
$1.07M - $1.14M
|
1.08K
$117K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-10.8K- 3.56% |
$1.1M - $1.17M
|
293K
$31.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-11.8K- 54.92% |
$1.21M - $1.28M
|
9.72K
$1.05M
|