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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 3.67% |
$1.83M - $2.07M
|
525K
$57.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
18.6K+ 385.95% |
$1.82M - $2.07M
|
23.4K
$2.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.3K+ 0.56% |
$1.8M - $2.04M
|
3.3M
$360M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
18.3K+ 12.19% |
$1.8M - $2.04M
|
169K
$18.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
18.3KNew |
$1.8M - $2.03M
|
18.3K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
17.9KNew |
$1.76M - $2M
|
17.9K
$1.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.6K+ 58.14% |
$1.73M - $1.96M
|
47.8K
$5.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.2KNew |
$1.69M - $1.91M
|
17.2K
$1.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
17KNew |
$1.67M - $1.9M
|
17K
$1.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
16.9KNew |
$1.66M - $1.88M
|
16.9K
$1.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
16.4K+ 302.67% |
$1.62M - $1.83M
|
21.9K
$2.39M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
16.3KNew |
$1.6M - $1.81M
|
16.3K
$1.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
16.2K+ 74.35% |
$1.6M - $1.81M
|
38.1K
$4.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
16.1K+ 8.34% |
$1.58M - $1.79M
|
209K
$22.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
15.6K+ 87.74% |
$1.53M - $1.74M
|
33.4K
$3.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15.1KNew |
$1.49M - $1.69M
|
15.1K
$1.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15.1K+ 109.73% |
$1.48M - $1.68M
|
28.8K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.8K+ 112.23% |
$1.46M - $1.65M
|
28K
$3.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14.6K+ 27.99% |
$1.44M - $1.63M
|
66.9K
$7.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.3K+ 24.39% |
$1.4M - $1.59M
|
72.7K
$7.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14.2KNew |
$1.39M - $1.58M
|
14.2K
$1.55M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.2KNew |
$1.39M - $1.58M
|
14.2K
$1.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
13.9KNew |
$1.36M - $1.54M
|
13.9K
$1.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.8K+ 33.05% |
$1.35M - $1.53M
|
55.5K
$6.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
13.7K+ 3.62% |
$1.35M - $1.53M
|
394K
$43M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
13.7KNew |
$1.34M - $1.52M
|
13.7K
$1.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.6K+ 39.38% |
$1.34M - $1.52M
|
48.3K
$5.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 29.05% |
$1.34M - $1.52M
|
60.4K
$6.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.6K+ 68.95% |
$1.33M - $1.51M
|
33.3K
$3.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
13.5KNew |
$1.32M - $1.5M
|
13.5K
$1.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
12.9K+ 3.2% |
$1.27M - $1.44M
|
416K
$45.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
12.9K+ 19.42% |
$1.27M - $1.44M
|
79.2K
$8.64M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
12.7KNew |
$1.25M - $1.41M
|
12.7K
$1.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
11.7K+ 115.65% |
$1.15M - $1.31M
|
21.9K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
11.5K+ 7.22% |
$1.13M - $1.28M
|
171K
$18.6M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$1.12M - $1.27M
|
11.4K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
11.3KNew |
$1.12M - $1.26M
|
11.3K
$1.24M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
11.2KNew |
$1.1M - $1.24M
|
11.2K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.9K+ 260.68% |
$1.07M - $1.21M
|
15K
$1.64M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
10.8KNew |
$1.06M - $1.21M
|
10.8K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.8K+ 13.93% |
$1.06M - $1.2M
|
88.4K
$9.64M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
10.8KNew |
$1.06M - $1.2M
|
10.8K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.7K+ 16.83% |
$1.05M - $1.19M
|
74.5K
$8.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
10.7KNew |
$1.05M - $1.19M
|
10.7K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.6KNew |
$1.04M - $1.18M
|
10.6K
$1.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.3K+ 40.18% |
$1.01M - $1.15M
|
35.9K
$3.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
10.2K+ 9.88% |
$1M - $1.14M
|
114K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
10.2K+ 53.39% |
$999K - $1.13M
|
29.2K
$3.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
10.1K+ 9.73% |
$993K - $1.12M
|
114K
$12.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
10.1K+ 47.99% |
$991K - $1.12M
|
31.1K
$3.39M
|