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
|
Truist Financial Corp
|
BUY
|
- |
13.9K+ 3.8% |
$1.42M - $1.51M
|
380K
$40.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
13.5KNew |
$1.37M - $1.46M
|
13.5K
$1.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
13.4K+ 0.66% |
$1.37M - $1.46M
|
2.04M
$215M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
13K+ 77.55% |
$1.33M - $1.41M
|
29.8K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
12.7KNew |
$1.3M - $1.38M
|
12.7K
$1.34M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.6K+ 490.18% |
$1.29M - $1.37M
|
15.2K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.5K+ 1743.58% |
$1.27M - $1.35M
|
13.2K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.5K+ 70.05% |
$1.27M - $1.35M
|
30.3K
$3.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
12.4KNew |
$1.26M - $1.34M
|
12.4K
$1.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
12.3K+ 13.51% |
$1.25M - $1.33M
|
103K
$10.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
12.3KNew |
$1.25M - $1.33M
|
12.3K
$1.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
12.3K+ 468.7% |
$1.25M - $1.33M
|
14.9K
$1.57M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
12.3KNew |
$1.25M - $1.33M
|
12.3K
$1.29M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
12.2KNew |
$1.24M - $1.32M
|
12.2K
$1.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
11.8KNew |
$1.21M - $1.28M
|
11.8K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
11.7K+ 141.87% |
$1.2M - $1.27M
|
20K
$2.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
11.4K+ 24.3% |
$1.17M - $1.24M
|
58.5K
$6.16M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
11.2K+ 9.28% |
$1.14M - $1.22M
|
132K
$13.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.1K+ 165.9% |
$1.13M - $1.21M
|
17.8K
$1.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.1K+ 1.88% |
$1.13M - $1.2M
|
599K
$63.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
10.9K+ 201.13% |
$1.11M - $1.18M
|
16.3K
$1.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
BUY
|
- |
10.9K+ 210.62% |
$1.11M - $1.18M
|
16K
$1.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
10.8K+ 169.8% |
$1.1M - $1.17M
|
17.1K
$1.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
10.7KNew |
$1.09M - $1.16M
|
10.7K
$1.13M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.5KNew |
$1.07M - $1.14M
|
10.5K
$1.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
10.4K+ 198.31% |
$1.06M - $1.13M
|
15.7K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$1.06M - $1.12M
|
10.4K
$1.09M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.3K+ 410.11% |
$1.05M - $1.12M
|
12.8K
$1.35M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
10.1K+ 38.84% |
$1.03M - $1.1M
|
36.2K
$3.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.1K+ 131.66% |
$1.03M - $1.09M
|
17.7K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10K+ 31.15% |
$1.02M - $1.09M
|
42.1K
$4.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.99KNew |
$1.02M - $1.08M
|
9.99K
$1.05M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.92K+ 125.35% |
$1.01M - $1.08M
|
17.8K
$1.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.88K+ 18.34% |
$1.01M - $1.07M
|
63.7K
$6.72M
|
|
|
Oct 17, 2023
Q3 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
9.67K+ 5.23% |
$987K - $1.05M
|
195K
$20.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.64K+ 19.75% |
$984K - $1.05M
|
58.5K
$6.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
9.52K+ 879.76% |
$971K - $1.03M
|
10.6K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.28KNew |
$947K - $1.01M
|
9.28K
$978K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
9.22K+ 37.86% |
$940K - $1M
|
33.6K
$3.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.04K+ 13.18% |
$922K - $981K
|
77.6K
$8.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
8.91KNew |
$909K - $966K
|
8.91K
$939K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8.86KNew |
$904K - $961K
|
8.86K
$934K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.81K+ 5.59% |
$899K - $956K
|
166K
$17.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.81KNew |
$899K - $956K
|
8.81K
$928K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.75K+ 2043.93% |
$892K - $949K
|
9.18K
$967K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.59K+ 551.54% |
$877K - $932K
|
10.2K
$1.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.42KNew |
$859K - $914K
|
8.42K
$888K
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
8.09K+ 2.26% |
$825K - $878K
|
366K
$38.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
7.97K+ 38.18% |
$813K - $865K
|
28.9K
$3.04M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7.96KNew |
$812K - $864K
|
7.96K
$839K
|