Purchases and Sales Made in Q4 2023 in Ishares Iboxx $ Investment Gra (LQD)

LQD Quotes by TradingView

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 15, 2024 Q4 2023
Hanseatic Management Services Inc

BUY
 -
4
+ 8.33%
$393 - $445
52 $5.57K
Jan 12, 2024 Q4 2023
Empirical Asset Management, LLC

BUY
 -
3
+ 0.12%
$295 - $334
2.46K $264K
Feb 13, 2024 Q4 2023
Running Point Capital Advisors, LLC

BUY
 -
3
+ 0.03%
$295 - $334
10.7K $1.14M
Feb 14, 2024 Q4 2023
Silicon Valley Capital Partners

BUY
 -
3
+ 1.43%
$295 - $334
213 $22.8K
Jan 22, 2024 Q4 2023
High Mark Wealth Management LLC

BUY
 -
3
New
$295 - $334
3 $321
Feb 01, 2024 Q4 2023
Northwest Capital Management Inc

BUY
 -
3
+ 0.64%
$295 - $334
470 $50.3K
Feb 08, 2024 Q4 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
2
+ 1.61%
$197 - $223
126 $13.5K
Jan 11, 2024 Q4 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
2
+ 0.09%
$197 - $223
2.28K $244K
Feb 09, 2024 Q4 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
2
+ 0.06%
$197 - $223
3.28K $351K
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
0
New
$0 - $0
0 $0
Jan 08, 2024 Q4 2023
Ignite Planners, LLC

SELL
 -
-4
- 0.12%
$393 - $445
3.37K $361K
Feb 12, 2024 Q4 2023
J. W. Coons Advisors, LLC

SELL
 -
-5
- 0.21%
$491 - $557
2.33K $249K
Jan 08, 2024 Q4 2023
Buttonwood Financial Group, LLC

SELL
 -
-6
- 0.12%
$590 - $668
4.8K $515K
Jan 09, 2024 Q4 2023
David J Yvars Group

SELL
 -
-6
- 0.08%
$590 - $668
7.29K $781K
Jan 18, 2024 Q4 2023
Good Life Advisors, LLC

SELL
 -
-7
- 0.26%
$688 - $780
2.64K $283K
Jan 16, 2024 Q4 2023
Apcm Wealth Management For Individuals

SELL
 -
-8
- 22.86%
$786 - $891
27 $2.89K
Jan 18, 2024 Q4 2023
Gradient Investments LLC

SELL
 -
-11
- 2.21%
$1.08K - $1.22K
486 $52.1K
Feb 08, 2024 Q4 2023
Strait & Sound Wealth Management LLC

San Francisco, CA
SELL
 -
-11
- 0.38%
$1.08K - $1.22K
2.86K $306K
Jan 31, 2024 Q4 2023
Signaturefd, LLC

Atlanta, GA
SELL
 -
-13
- 11.4%
$1.28K - $1.45K
101 $10.8K
Feb 13, 2024 Q4 2023
Holderness Investments CO

Greensboro, NC
SELL
 -
-16
- 0.65%
$1.57K - $1.78K
2.43K $260K
Feb 14, 2024 Q4 2023
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-34
- 0.18%
$3.34K - $3.79K
18.7K $2.01M
Jan 19, 2024 Q4 2023
Sharper & Granite LLC

El Segundo, CA
SELL
 -
-35
- 0.37%
$3.44K - $3.9K
9.37K $1M
Jan 10, 2024 Q4 2023
Pflug Koory, LLC

SELL
 -
-35
- 17.59%
$3.44K - $3.9K
164 $17.6K
Jan 16, 2024 Q4 2023
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-35
- 6.59%
$3.44K - $3.9K
496 $53.1K
Jan 25, 2024 Q4 2023
Meeder Advisory Services, Inc.

Dublin, OH
SELL
 -
-40
- 0.15%
$3.93K - $4.45K
26.2K $2.81M
Mar 28, 2024 Q4 2023
Newbridge Financial Services Group, Inc.

SELL
 -
-40
- 21.98%
$3.93K - $4.45K
142 $15.2K
Jan 30, 2024 Q4 2023
Ballast Advisors LLC

SELL
 -
-40
- 22.99%
$3.93K - $4.45K
134 $14.4K
Jan 12, 2024 Q4 2023
Adams Asset Advisors, LLC

SELL
 -
-45
- 1.09%
$4.42K - $5.01K
4.1K $439K
Jan 24, 2024 Q4 2023
Barrett & Company, Inc.

Providence, RI
SELL
 -
-47
- 6.7%
$4.62K - $5.23K
655 $70.2K
Feb 13, 2024 Q4 2023
First Manhattan CO

New York, NY
SELL
 -
-47
- 18.73%
$4.62K - $5.23K
204 $21.9K
Feb 08, 2024 Q4 2023
Independent Advisor Alliance

SELL
 -
-51
- 2.6%
$5.01K - $5.68K
1.91K $205K
Feb 12, 2024 Q4 2023
Wedbush Securities Inc

SELL
 -
-59
- 0.36%
$5.8K - $6.57K
16.4K $1.75M
Jan 29, 2024 Q4 2023
Bhk Investment Advisors, LLC

SELL
 -
-64
- 2.66%
$6.29K - $7.13K
2.34K $251K
Feb 06, 2024 Q4 2023
Bogart Wealth, LLC

SELL
 -
-73
- 26.45%
$7.17K - $8.13K
203 $21.7K
Jan 31, 2024 Q4 2023
Cnb Bank

Clearfield, PA
SELL
 -
-76
- 3.62%
$7.47K - $8.46K
2.02K $217K
Jan 31, 2024 Q4 2023
Palouse Capital Management, Inc.

SELL
 -
-81
- 1.04%
$7.96K - $9.02K
7.67K $822K
Jan 11, 2024 Q4 2023
Source Financial Advisors LLC

New York, NY
SELL
 -
-82
- 2.59%
$8.06K - $9.13K
3.09K $331K
Jan 29, 2024 Q4 2023
Koshinski Asset Management, Inc.

SELL
 -
-83
- 2.57%
$8.16K - $9.24K
3.15K $337K
Feb 09, 2024 Q4 2023
Nemes Rush Group LLC

Novi, MI
SELL
 -
-86
- 18.38%
$8.45K - $9.58K
382 $40.9K
Jan 22, 2024 Q4 2023
Oxinas Partners Wealth Management LLC

SELL
 -
-95
- 4.16%
$9.34K - $10.6K
2.19K $235K
Jan 30, 2024 Q4 2023
Archer Investment Corp

SELL
 -
-95
- 4.49%
$9.34K - $10.6K
2.02K $216K
Feb 14, 2024 Q4 2023
Retirement Group, LLC

SELL
 -
-100
- 3.16%
$9.83K - $11.1K
3.06K $328K
Feb 05, 2024 Q4 2023
Ledyard National Bank

SELL
 -
-100
- 0.97%
$9.83K - $11.1K
10.2K $1.09M
Jan 30, 2024 Q4 2023
Investment Advisory Group, LLC

SELL
 -
-109
- 0.58%
$10.7K - $12.1K
18.8K $2.01M
Feb 09, 2024 Q4 2023
Heritage Trust CO

Oklahoma City, OK
SELL
 -
-110
- 1.54%
$10.8K - $12.2K
7.02K $751K
Feb 08, 2024 Q4 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-113
- 0.34%
$11.1K - $12.6K
32.7K $3.5M
Jan 08, 2024 Q4 2023
Walker Asset Management, LLC

SELL
 -
-114
- 4.4%
$11.2K - $12.7K
2.48K $265K
Feb 06, 2024 Q4 2023
One Charles Private Wealth Services, LLC

SELL
 -
-136
- 6.2%
$13.4K - $15.1K
2.06K $220K
Feb 14, 2024 Q4 2023
Greytown Advisors Inc.

Miami, FL
SELL
 -
-138
- 1.91%
$13.6K - $15.4K
7.09K $760K

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