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 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
5+ 17.24% |
$510 - $543
|
34
$3.58K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
5+ 1.08% |
$510 - $543
|
467
$49.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.17% |
$408 - $434
|
2.42K
$255K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 0.16% |
$306 - $326
|
1.83K
$192K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.14% |
$306 - $326
|
2.13K
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.04% |
$204 - $217
|
5.1K
$537K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.96% |
$204 - $217
|
210
$22.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.05% |
$204 - $217
|
192
$20.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
1+ 2.13% |
$102 - $109
|
48
$5.06K
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.04% |
$102 - $109
|
2.27K
$240K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.81% |
$102 - $109
|
124
$13.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1+ 1.69% |
$102 - $109
|
60
$6.32K
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-1- 0.04% |
$102 - $109
|
2.59K
$273K
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1- 0.04% |
$102 - $109
|
2.46K
$259K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1- 0.03% |
$102 - $109
|
3.86K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-2- 15.38% |
$204 - $217
|
11
$1.16K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4- 0.78% |
$408 - $434
|
506
$53.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
SELL
|
- |
-8- 0.33% |
$816 - $868
|
2.41K
$254K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-11- 3.85% |
$1.12K - $1.19K
|
275
$29K
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-14- 28.57% |
$1.43K - $1.52K
|
35
$3.69K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-14- 1.12% |
$1.43K - $1.52K
|
1.23K
$130K
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-15- 0.21% |
$1.53K - $1.63K
|
7.26K
$765K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-15- 7.04% |
$1.53K - $1.63K
|
198
$20.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-15- 4.14% |
$1.53K - $1.63K
|
347
$36.6K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-16- 34.78% |
$1.63K - $1.74K
|
30
$3.16K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-20- 1.01% |
$2.04K - $2.17K
|
1.96K
$206K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-20- 1.01% |
$2.04K - $2.17K
|
1.96K
$206K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-23- 37.7% |
$2.35K - $2.5K
|
38
$4.01K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-24- 3.67% |
$2.45K - $2.6K
|
630
$66.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-25- 17.48% |
$2.55K - $2.71K
|
118
$12.4K
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-26- 1.12% |
$2.65K - $2.82K
|
2.29K
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-26- 0.2% |
$2.65K - $2.82K
|
12.9K
$1.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-27- 1.02% |
$2.75K - $2.93K
|
2.62K
$276K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-29- 0.13% |
$2.96K - $3.15K
|
22.9K
$2.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-31- 1.34% |
$3.16K - $3.36K
|
2.29K
$241K
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-32- 0.72% |
$3.26K - $3.47K
|
4.39K
$463K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-32- 1.01% |
$3.26K - $3.47K
|
3.13K
$330K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-33- 15.42% |
$3.37K - $3.58K
|
181
$19.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-35- 0.07% |
$3.57K - $3.8K
|
48.7K
$5.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-36- 1.49% |
$3.67K - $3.91K
|
2.38K
$251K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-39- 0.39% |
$3.98K - $4.23K
|
10.1K
$1.06M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-43- 0.78% |
$4.39K - $4.67K
|
5.46K
$576K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-44- 1.04% |
$4.49K - $4.77K
|
4.2K
$442K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-45- 1.03% |
$4.59K - $4.88K
|
4.31K
$454K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-46- 1.84% |
$4.69K - $4.99K
|
2.45K
$259K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-49- 2.42% |
$5K - $5.32K
|
1.98K
$208K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-50- 0.48% |
$5.1K - $5.43K
|
10.3K
$1.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-55- 1.65% |
$5.61K - $5.97K
|
3.28K
$345K
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-58- 0.14% |
$5.92K - $6.29K
|
42.7K
$4.5M
|