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 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-457- 4.0% |
$44.9K - $50.9K
|
11K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-460- 17.49% |
$45.2K - $51.2K
|
2.17K
$229K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-461- 2.6% |
$45.3K - $51.3K
|
17.3K
$1.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-473- 5.38% |
$46.5K - $52.7K
|
8.32K
$877K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-473- 10.07% |
$46.5K - $52.7K
|
4.23K
$445K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-491- 0.89% |
$48.3K - $54.7K
|
54.7K
$5.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-500- 4.42% |
$49.1K - $55.7K
|
10.8K
$1.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-505- 15.85% |
$49.6K - $56.2K
|
2.68K
$283K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-508- 7.36% |
$49.9K - $56.6K
|
6.39K
$674K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-513- 30.9% |
$50.4K - $57.1K
|
1.15K
$121K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-525- 1.0% |
$51.6K - $58.5K
|
51.9K
$5.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-532- 6.08% |
$52.3K - $59.2K
|
8.22K
$867K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-534- 53.78% |
$52.5K - $59.5K
|
459
$48.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-539- 31.52% |
$53K - $60K
|
1.17K
$123K
|
|
|
Jan 24, 2024
Q4 2023
|
Gouws Capital LLC
|
SELL
|
- |
-540- 7.98% |
$53.1K - $60.1K
|
6.23K
$656K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-541- 53.67% |
$53.2K - $60.2K
|
467
$49.2K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-544- 6.86% |
$53.5K - $60.6K
|
7.38K
$778K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-559- 43.47% |
$54.9K - $62.3K
|
727
$76.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-565- 21.71% |
$55.5K - $62.9K
|
2.04K
$215K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-575- 11.91% |
$56.5K - $64K
|
4.25K
$448K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-575- 20.18% |
$56.5K - $64K
|
2.28K
$240K
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-589- 0.32% |
$57.9K - $65.6K
|
186K
$19.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-590- 14.93% |
$58K - $65.7K
|
3.36K
$354K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-592- 0.99% |
$58.2K - $65.9K
|
59.2K
$6.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-600- 11.48% |
$59K - $66.8K
|
4.63K
$487K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-600- 12.92% |
$59K - $66.8K
|
4.04K
$426K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-605- 23.66% |
$59.5K - $67.4K
|
1.95K
$206K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-615- 21.76% |
$60.4K - $68.5K
|
2.21K
$233K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-617- 1.06% |
$60.6K - $68.7K
|
57.8K
$6.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-627- 2.68% |
$61.6K - $69.8K
|
22.8K
$2.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-627- 15.69% |
$61.6K - $69.8K
|
3.37K
$355K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-630- 17.22% |
$61.9K - $70.2K
|
3.03K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-641- 0.84% |
$63K - $71.4K
|
76K
$8.01M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-649- 6.12% |
$63.8K - $72.3K
|
9.95K
$1.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-655- 4.55% |
$64.4K - $72.9K
|
13.7K
$1.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-656- 7.92% |
$64.5K - $73.1K
|
7.63K
$804K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-660- 18.36% |
$64.9K - $73.5K
|
2.94K
$309K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-683- 10.71% |
$67.1K - $76.1K
|
5.7K
$600K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-688- 18.6% |
$67.6K - $76.6K
|
3.01K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-698- 21.74% |
$68.6K - $77.7K
|
2.51K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-700- 0.27% |
$68.8K - $78K
|
263K
$27.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-705- 35.52% |
$69.3K - $78.5K
|
1.28K
$135K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-710- 2.77% |
$69.8K - $79.1K
|
24.9K
$2.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-710- 5.62% |
$69.8K - $79.1K
|
11.9K
$1.26M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-711- 7.45% |
$69.9K - $79.2K
|
8.83K
$931K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-731- 59.38% |
$71.8K - $81.4K
|
500
$52.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-734- 79.18% |
$72.1K - $81.7K
|
193
$20.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-763- 0.88% |
$75K - $85K
|
85.5K
$9.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-763- 3.35% |
$75K - $85K
|
22K
$2.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-766- 3.19% |
$75.3K - $85.3K
|
23.3K
$2.45M
|