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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.1K+ 18.69% |
$2.86M - $3.04M
|
178K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.6K+ 12.86% |
$2.71M - $2.88M
|
233K
$25.5M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
26.2K+ 505.15% |
$2.67M - $2.84M
|
31.4K
$3.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
25.9K+ 15.79% |
$2.64M - $2.81M
|
190K
$20.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
25.8K+ 193.21% |
$2.64M - $2.8M
|
39.2K
$4.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
25.6KNew |
$2.62M - $2.78M
|
25.6K
$2.81M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
25.5K+ 62.23% |
$2.6M - $2.76M
|
66.3K
$7.26M
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
25.4KNew |
$2.59M - $2.75M
|
25.4K
$2.78M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.8K+ 147.41% |
$2.53M - $2.7M
|
41.7K
$4.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
24.8KNew |
$2.53M - $2.69M
|
24.8K
$2.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24.2K+ 562.86% |
$2.47M - $2.62M
|
28.5K
$3.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.9K+ 103.97% |
$2.44M - $2.59M
|
46.8K
$5.13M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
23.7K+ 143.2% |
$2.42M - $2.58M
|
40.3K
$4.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
23.5KNew |
$2.4M - $2.55M
|
23.5K
$2.57M
|
|
|
Oct 27, 2023
Q3 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
23.4KNew |
$2.39M - $2.54M
|
23.4K
$2.56M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
23.1K+ 140.24% |
$2.35M - $2.5M
|
39.5K
$4.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
22.5K+ 348.01% |
$2.29M - $2.44M
|
28.9K
$3.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
22.4KNew |
$2.29M - $2.43M
|
22.4K
$2.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
22K+ 12.6% |
$2.24M - $2.39M
|
197K
$21.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
21.8KNew |
$2.23M - $2.37M
|
21.8K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
21.6K+ 18.54% |
$2.21M - $2.35M
|
138K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
21.6K+ 4.62% |
$2.2M - $2.34M
|
489K
$53.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.4K+ 908.52% |
$2.19M - $2.33M
|
23.8K
$2.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
BUY
|
- |
21KNew |
$2.14M - $2.28M
|
21K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
21KNew |
$2.14M - $2.28M
|
21K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
20.2K+ 12.84% |
$2.06M - $2.19M
|
177K
$19.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
19.8K+ 18.59% |
$2.02M - $2.15M
|
126K
$13.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
19.7K+ 11.6% |
$2.01M - $2.13M
|
189K
$20.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
19.6K+ 811.49% |
$2M - $2.12M
|
22K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
18.7K+ 1.93% |
$1.91M - $2.03M
|
989K
$108M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.1KNew |
$1.84M - $1.96M
|
18.1K
$1.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17.8KNew |
$1.81M - $1.93M
|
17.8K
$1.94M
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
17.6KNew |
$1.8M - $1.91M
|
17.6K
$1.93M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
17.4K+ 316.42% |
$1.78M - $1.89M
|
22.9K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17K+ 181.74% |
$1.73M - $1.84M
|
26.3K
$2.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
16.6KNew |
$1.69M - $1.8M
|
16.6K
$1.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
16.5K+ 12.46% |
$1.68M - $1.79M
|
149K
$16.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.3K+ 24.14% |
$1.66M - $1.76M
|
83.6K
$9.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.2K+ 4.57% |
$1.65M - $1.76M
|
371K
$40.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.2K+ 22.72% |
$1.65M - $1.76M
|
87.4K
$9.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
16.1K+ 307.3% |
$1.64M - $1.75M
|
21.4K
$2.34M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.1K+ 25.34% |
$1.64M - $1.75M
|
79.6K
$8.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
15.9KNew |
$1.62M - $1.73M
|
15.9K
$1.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
15.8K+ 12.43% |
$1.61M - $1.71M
|
143K
$15.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.7K+ 66.01% |
$1.6M - $1.71M
|
39.5K
$4.33M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
15.4K+ 14.3% |
$1.57M - $1.67M
|
123K
$13.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
15.2K+ 76.64% |
$1.55M - $1.65M
|
35K
$3.83M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
14.1K+ 52.03% |
$1.44M - $1.53M
|
41.3K
$4.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
14.1K+ 7.97% |
$1.44M - $1.53M
|
191K
$20.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14K+ 14.02% |
$1.43M - $1.52M
|
114K
$12.5M
|