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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
370+ 16.15% |
$36.4K - $41.2K
|
2.66K
$280K
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
370+ 7.39% |
$36.4K - $41.2K
|
5.38K
$567K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
368New |
$36.2K - $41K
|
368
$38.8K
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
364+ 6.72% |
$35.8K - $40.5K
|
5.78K
$610K
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
362+ 14.49% |
$35.6K - $40.3K
|
2.86K
$301K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
356New |
$35K - $39.6K
|
356
$37.5K
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
324+ 2.15% |
$31.8K - $36.1K
|
15.4K
$1.62M
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
318+ 4.58% |
$31.3K - $35.4K
|
7.26K
$765K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
312+ 2.01% |
$30.7K - $34.7K
|
15.8K
$1.67M
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
305+ 2.79% |
$30K - $34K
|
11.2K
$1.18M
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
303+ 2.07% |
$29.8K - $33.7K
|
15K
$1.58M
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
294+ 11.76% |
$28.9K - $32.7K
|
2.79K
$294K
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
293+ 0.7% |
$28.8K - $32.6K
|
42.2K
$4.44M
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
285+ 4.51% |
$28K - $31.7K
|
6.6K
$695K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
278+ 1.54% |
$27.3K - $31K
|
18.3K
$1.93M
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
276+ 1.29% |
$27.1K - $30.7K
|
21.7K
$2.28M
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
268+ 595.56% |
$26.3K - $29.8K
|
313
$33K
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
264+ 910.34% |
$25.9K - $29.4K
|
293
$30.9K
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
263New |
$25.8K - $29.3K
|
263
$27.7K
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
262+ 7.74% |
$25.7K - $29.2K
|
3.65K
$384K
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
260+ 2.13% |
$25.6K - $29K
|
12.5K
$1.32M
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
256+ 4.33% |
$25.2K - $28.5K
|
6.17K
$650K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
251+ 40.55% |
$24.7K - $28K
|
870
$91.7K
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
250+ 10.29% |
$24.6K - $27.8K
|
2.68K
$282K
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
245+ 3.89% |
$24.1K - $27.3K
|
6.54K
$689K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
244+ 20.66% |
$24K - $27.2K
|
1.43K
$150K
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
235+ 0.47% |
$23.1K - $26.2K
|
50.6K
$5.34M
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
231New |
$22.7K - $25.7K
|
231
$24.3K
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
226+ 1.82% |
$22.2K - $25.2K
|
12.7K
$1.34M
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
219+ 3.58% |
$21.5K - $24.4K
|
6.34K
$668K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
216New |
$21.2K - $24.1K
|
216
$22.8K
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
210+ 0.32% |
$20.6K - $23.4K
|
65.1K
$6.86M
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
208+ 1.46% |
$20.4K - $23.2K
|
14.4K
$1.52M
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
193+ 1.92% |
$19K - $21.5K
|
10.2K
$1.08M
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
184+ 7.22% |
$18.1K - $20.5K
|
2.73K
$288K
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
174+ 0.95% |
$17.1K - $19.4K
|
18.6K
$1.96M
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
173+ 0.19% |
$17K - $19.3K
|
92.3K
$9.73M
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
167+ 1.59% |
$16.4K - $18.6K
|
10.7K
$1.13M
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
155New |
$15.2K - $17.3K
|
155
$16.3K
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
150+ 0.82% |
$14.7K - $16.7K
|
18.5K
$1.95M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
139New |
$13.7K - $15.5K
|
139
$14.7K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
135New |
$13.3K - $15K
|
135
$14.2K
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
127+ 5.47% |
$12.5K - $14.1K
|
2.45K
$258K
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
125+ 14.85% |
$12.3K - $13.9K
|
967
$102K
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
115New |
$11.3K - $12.8K
|
115
$12.1K
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
100+ 1.64% |
$9.83K - $11.1K
|
6.22K
$655K
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
100+ 0.34% |
$9.83K - $11.1K
|
29.2K
$3.08M
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
97+ 4.86% |
$9.53K - $10.8K
|
2.09K
$221K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
95New |
$9.34K - $10.6K
|
95
$10K
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
91+ 0.69% |
$8.94K - $10.1K
|
13.2K
$1.39M
|