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 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.41K- 1.6% |
$144K - $153K
|
86.9K
$9.31M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.44K- 23.87% |
$147K - $156K
|
4.58K
$491K
|
|
|
Nov 13, 2023
Q3 2023
|
Pactiv General Employee Benefit Trust
Lake Forest, IL |
SELL
|
- |
-1.44K- 1.66% |
$147K - $156K
|
85.1K
$9.12M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.45K- 17.37% |
$148K - $157K
|
6.9K
$739K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-1.53K- 2.01% |
$156K - $166K
|
74.9K
$8.02M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.57K- 4.6% |
$160K - $170K
|
32.5K
$3.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 30.65% |
$161K - $172K
|
3.58K
$383K
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.65K- 29.67% |
$168K - $179K
|
3.91K
$419K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.68K- 9.38% |
$171K - $182K
|
16.2K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.78K- 6.22% |
$182K - $193K
|
26.9K
$2.88M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.86K- 35.64% |
$190K - $202K
|
3.36K
$360K
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.87K- 7.38% |
$191K - $203K
|
23.5K
$2.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.9K- 37.38% |
$194K - $206K
|
3.19K
$341K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.92K- 17.1% |
$195K - $208K
|
9.28K
$995K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-1.94K- 2.64% |
$198K - $211K
|
71.7K
$7.68M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-1.99K- 5.97% |
$203K - $216K
|
31.4K
$3.36M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.02K- 3.69% |
$206K - $220K
|
52.8K
$5.65M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.02K- 38.48% |
$206K - $220K
|
3.24K
$347K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.08K- 7.95% |
$212K - $225K
|
24K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.09K- 23.12% |
$213K - $227K
|
6.94K
$744K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.25K- 18.1% |
$230K - $245K
|
10.2K
$1.09M
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-2.3K- 2.19% |
$234K - $249K
|
103K
$11M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.41K- 10.97% |
$246K - $261K
|
19.5K
$2.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.44K- 34.72% |
$249K - $265K
|
4.58K
$491K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.47K- 24.39% |
$252K - $268K
|
7.65K
$819K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.48K- 29.44% |
$253K - $269K
|
5.95K
$637K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.55K- 3.33% |
$260K - $277K
|
74K
$7.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.6K- 4.57% |
$265K - $282K
|
54.2K
$5.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.61K- 55.16% |
$266K - $283K
|
2.12K
$227K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.68K- 27.25% |
$274K - $291K
|
7.16K
$767K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.72K- 2.41% |
$278K - $295K
|
110K
$11.8M
|
|
|
Oct 05, 2023
Q3 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-2.8K- 9.12% |
$286K - $304K
|
27.9K
$2.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.91K- 15.77% |
$296K - $315K
|
15.5K
$1.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.02K- 13.29% |
$308K - $327K
|
19.7K
$2.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.11K- 29.52% |
$317K - $337K
|
7.42K
$794K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.15K- 55.26% |
$321K - $342K
|
2.55K
$273K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.21K- 36.79% |
$328K - $349K
|
5.52K
$591K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.24K- 6.94% |
$331K - $352K
|
43.5K
$4.66M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.3K- 5.17% |
$337K - $359K
|
60.5K
$6.49M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-3.33K- 51.22% |
$340K - $361K
|
3.17K
$340K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-3.37K- 32.32% |
$344K - $366K
|
7.06K
$757K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.51K- 64.13% |
$358K - $381K
|
1.96K
$210K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-3.56K- 17.4% |
$363K - $387K
|
16.9K
$1.81M
|
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
SELL
|
- |
-3.6K- 94.16% |
$367K - $390K
|
223
$23.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.78K- 25.89% |
$386K - $410K
|
10.8K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-3.91K- 3.25% |
$398K - $424K
|
116K
$12.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.99K- 33.25% |
$407K - $433K
|
8K
$857K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4K- 1.38% |
$408K - $434K
|
287K
$30.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.01K- 8.38% |
$409K - $435K
|
43.8K
$4.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4.05K- 8.05% |
$413K - $439K
|
46.2K
$4.95M
|