Purchases and Sales Made in Q4 2023 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
927+ 4.3% |
$91.1K - $103K
|
22.5K
$2.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
915+ 7.5% |
$89.9K - $102K
|
13.1K
$1.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
908+ 24.42% |
$89.2K - $101K
|
4.63K
$498K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
907+ 4.24% |
$89.1K - $101K
|
22.3K
$2.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
847+ 6.81% |
$83.2K - $94.3K
|
13.3K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
840New |
$82.6K - $93.5K
|
840
$90.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
834+ 7.38% |
$82K - $92.9K
|
12.1K
$1.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
814+ 16.34% |
$80K - $90.6K
|
5.8K
$623K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
814+ 11.22% |
$80K - $90.6K
|
8.07K
$868K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
813+ 2.24% |
$79.9K - $90.5K
|
37.1K
$3.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
804+ 11.04% |
$79K - $89.5K
|
8.09K
$870K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
796+ 465.5% |
$78.2K - $88.6K
|
967
$104K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
775+ 6.33% |
$76.2K - $86.3K
|
13K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
769+ 1.8% |
$75.6K - $85.6K
|
43.4K
$4.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
767+ 9587.5% |
$75.4K - $85.4K
|
775
$83.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
767+ 62.87% |
$75.4K - $85.4K
|
1.99K
$214K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
760+ 2.51% |
$74.7K - $84.6K
|
31K
$3.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
733+ 56.69% |
$72K - $81.6K
|
2.03K
$218K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
729+ 1.84% |
$71.6K - $81.2K
|
40.3K
$4.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
719+ 30.22% |
$70.7K - $80.1K
|
3.1K
$333K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
719+ 29.28% |
$70.7K - $80.1K
|
3.18K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
703New |
$69.1K - $78.3K
|
703
$75.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
701New |
$68.9K - $78.1K
|
701
$75.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
687+ 5.64% |
$67.5K - $76.5K
|
12.9K
$1.38M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
687+ 1.26% |
$67.5K - $76.5K
|
55.3K
$5.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
678+ 28.03% |
$66.6K - $75.5K
|
3.1K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
671+ 20.3% |
$65.9K - $74.7K
|
3.98K
$428K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
663+ 7.03% |
$65.2K - $73.8K
|
10.1K
$1.08M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
660+ 3.58% |
$64.9K - $73.5K
|
19.1K
$2.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
626+ 78.25% |
$61.5K - $69.7K
|
1.43K
$153K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
611+ 36.13% |
$60K - $68K
|
2.3K
$248K
|
|
|
Jan 31, 2024
Q4 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
598+ 2.2% |
$58.8K - $66.6K
|
27.8K
$2.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
587+ 27.49% |
$57.7K - $65.4K
|
2.72K
$293K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
580+ 83.21% |
$57K - $64.6K
|
1.28K
$137K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
579+ 9.49% |
$56.9K - $64.5K
|
6.68K
$718K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
572+ 59.27% |
$56.2K - $63.7K
|
1.54K
$165K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
560New |
$55K - $62.4K
|
560
$60.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
532+ 10.26% |
$52.3K - $59.2K
|
5.72K
$615K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
528New |
$51.9K - $58.8K
|
528
$56.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
528+ 24.62% |
$51.9K - $58.8K
|
2.67K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
524+ 1.61% |
$51.5K - $58.4K
|
33K
$3.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
489+ 0.61% |
$48.1K - $54.5K
|
80.1K
$8.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
475+ 13.26% |
$46.7K - $52.9K
|
4.06K
$436K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
473New |
$46.5K - $52.7K
|
473
$50.9K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
450New |
$44.2K - $50.1K
|
450
$48.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
450+ 52.94% |
$44.2K - $50.1K
|
1.3K
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
409+ 20.46% |
$40.2K - $45.5K
|
2.41K
$259K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
400New |
$39.3K - $44.5K
|
400
$43K
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
400+ 8.16% |
$39.3K - $44.5K
|
5.3K
$570K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
398+ 3.9% |
$39.1K - $44.3K
|
10.6K
$1.14M
|