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 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-335- 0.63% |
$34.2K - $36.4K
|
52.4K
$5.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-350- 5.57% |
$35.7K - $38K
|
5.93K
$625K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-366- 8.16% |
$37.3K - $39.7K
|
4.12K
$434K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-380- 3.89% |
$38.8K - $41.2K
|
9.4K
$991K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-383- 2.94% |
$39.1K - $41.6K
|
12.6K
$1.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-399- 6.4% |
$40.7K - $43.3K
|
5.84K
$615K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-400- 13.79% |
$40.8K - $43.4K
|
2.5K
$264K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-400- 7.76% |
$40.8K - $43.4K
|
4.75K
$501K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-412- 16.05% |
$42K - $44.7K
|
2.16K
$227K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-419- 77.02% |
$42.7K - $45.5K
|
125
$13.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-419- 26.19% |
$42.7K - $45.5K
|
1.18K
$124K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-428- 4.64% |
$43.7K - $46.4K
|
8.79K
$926K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-430- 3.92% |
$43.9K - $46.7K
|
10.5K
$1.11M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-444- 6.44% |
$45.3K - $48.2K
|
6.45K
$680K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-446- 12.7% |
$45.5K - $48.4K
|
3.07K
$323K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-450- 36.62% |
$45.9K - $48.8K
|
779
$82.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-452- 72.2% |
$46.1K - $49K
|
174
$18.3K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-466- 10.72% |
$47.5K - $50.6K
|
3.88K
$409K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-467- 8.11% |
$47.6K - $50.7K
|
5.29K
$558K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-469- 1.61% |
$47.8K - $50.9K
|
28.7K
$3.02M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-483- 35.03% |
$49.3K - $52.4K
|
896
$94.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-485- 4.82% |
$49.5K - $52.6K
|
9.58K
$1.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-490- 4.15% |
$50K - $53.2K
|
11.3K
$1.19M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-494- 9.35% |
$50.4K - $53.6K
|
4.79K
$505K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-495- 1.45% |
$50.5K - $53.7K
|
33.6K
$3.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-498- 1.44% |
$50.8K - $54K
|
34K
$3.58M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-505- 1.67% |
$51.5K - $54.8K
|
29.8K
$3.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-508- 13.42% |
$51.8K - $55.1K
|
3.28K
$345K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-519- 2.83% |
$52.9K - $56.3K
|
17.8K
$1.87M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-522- 2.29% |
$53.3K - $56.6K
|
22.3K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-532- 19.0% |
$54.3K - $57.7K
|
2.27K
$239K
|
|
|
Nov 13, 2023
Q3 2023
|
Gouws Capital LLC
|
SELL
|
- |
-535- 7.33% |
$54.6K - $58.1K
|
6.77K
$713K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-540- 0.59% |
$55.1K - $58.6K
|
91.6K
$9.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-540- 12.02% |
$55.1K - $58.6K
|
3.95K
$416K
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-588- 3.77% |
$60K - $63.8K
|
15K
$1.58M
|
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-599- 16.67% |
$61.1K - $65K
|
3K
$316K
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-614- 0.38% |
$62.6K - $66.6K
|
159K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-616- 35.4% |
$62.8K - $66.8K
|
1.12K
$118K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-629- 7.55% |
$64.2K - $68.3K
|
7.7K
$812K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-642- 5.57% |
$65.5K - $69.7K
|
10.9K
$1.15M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-656- 16.89% |
$66.9K - $71.2K
|
3.23K
$340K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-658- 3.36% |
$67.1K - $71.4K
|
18.9K
$1.99M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-663- 17.48% |
$67.6K - $71.9K
|
3.13K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-686- 4.72% |
$70K - $74.4K
|
13.9K
$1.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-691- 3.35% |
$70.5K - $75K
|
19.9K
$2.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-699- 2.2% |
$71.3K - $75.8K
|
31.1K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-699- 4.78% |
$71.3K - $75.8K
|
13.9K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-702- 2.18% |
$71.6K - $76.2K
|
31.5K
$3.32M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-716- 21.95% |
$73K - $77.7K
|
2.55K
$268K
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-729- 7.1% |
$74.4K - $79.1K
|
9.54K
$1.01M
|