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 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-138- 1.91% |
$13.6K - $15.4K
|
7.09K
$763K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-140- 6.14% |
$13.8K - $15.6K
|
2.14K
$230K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-140- 5.72% |
$13.8K - $15.6K
|
2.31K
$248K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-142- 1.07% |
$14K - $15.8K
|
13.1K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-144- 5.9% |
$14.2K - $16K
|
2.3K
$247K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-150- 13.36% |
$14.7K - $16.7K
|
973
$105K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-150- 1.76% |
$14.7K - $16.7K
|
8.37K
$899K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-152- 60.32% |
$14.9K - $16.9K
|
100
$10.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-156- 0.56% |
$15.3K - $17.4K
|
27.7K
$2.98M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-161- 3.03% |
$15.8K - $17.9K
|
5.15K
$554K
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-163- 4.74% |
$16K - $18.2K
|
3.28K
$352K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-178- 6.05% |
$17.5K - $19.8K
|
2.76K
$297K
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-178- 2.44% |
$17.5K - $19.8K
|
7.12K
$766K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-180- 20.11% |
$17.7K - $20K
|
715
$76.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-181- 7.38% |
$17.8K - $20.2K
|
2.27K
$244K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-181- 7.38% |
$17.8K - $20.2K
|
2.27K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-183- 8.07% |
$18K - $20.4K
|
2.09K
$224K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-214- 4.3% |
$21K - $23.8K
|
4.76K
$512K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-214- 4.3% |
$21K - $23.8K
|
4.76K
$512K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-217- 6.09% |
$21.3K - $24.2K
|
3.35K
$360K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-219- 1.06% |
$21.5K - $24.4K
|
20.5K
$2.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-232- 2.9% |
$22.8K - $25.8K
|
7.77K
$835K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-243- 5.54% |
$23.9K - $27.1K
|
4.15K
$446K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-249- 1.46% |
$24.5K - $27.7K
|
16.8K
$1.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-266- 85.53% |
$26.1K - $29.6K
|
45
$4.84K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-272- 3.05% |
$26.7K - $30.3K
|
8.64K
$929K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-272- 4.48% |
$26.7K - $30.3K
|
5.8K
$624K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-273- 12.75% |
$26.8K - $30.4K
|
1.87K
$201K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-274- 6.2% |
$26.9K - $30.5K
|
4.15K
$446K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-300- 0.16% |
$29.5K - $33.4K
|
184K
$19.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-300- 5.67% |
$29.5K - $33.4K
|
4.99K
$537K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-333- 1.25% |
$32.7K - $37.1K
|
26.3K
$2.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-335- 10.92% |
$32.9K - $37.3K
|
2.73K
$294K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-335- 3.32% |
$32.9K - $37.3K
|
9.75K
$1.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-335- 5.78% |
$32.9K - $37.3K
|
5.46K
$587K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-338- 4.22% |
$33.2K - $37.6K
|
7.68K
$825K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-350- 16.41% |
$34.4K - $39K
|
1.78K
$192K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-353- 13.56% |
$34.7K - $39.3K
|
2.25K
$242K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-354- 2.66% |
$34.8K - $39.4K
|
13K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-371- 7.34% |
$36.5K - $41.3K
|
4.68K
$504K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-373- 14.03% |
$36.7K - $41.5K
|
2.29K
$246K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-374- 10.09% |
$36.8K - $41.6K
|
3.33K
$358K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-383- 2.25% |
$37.6K - $42.7K
|
16.6K
$1.79M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-398- 9.17% |
$39.1K - $44.3K
|
3.94K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-409- 75.74% |
$40.2K - $45.5K
|
131
$14.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-414- 17.76% |
$40.7K - $46.1K
|
1.92K
$206K
|
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-427- 2.96% |
$42K - $47.6K
|
14K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-428- 13.68% |
$42.1K - $47.7K
|
2.7K
$290K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-431- 1.28% |
$42.4K - $48K
|
33.3K
$3.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-436- 17.32% |
$42.9K - $48.6K
|
2.08K
$224K
|