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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.49K- 1.69% |
$146K - $166K
|
86.5K
$9.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.5K- 5.59% |
$148K - $167K
|
25.4K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.55K- 16.65% |
$152K - $172K
|
7.73K
$819K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.55K- 5.57% |
$152K - $172K
|
26.2K
$2.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.66K- 40.25% |
$163K - $185K
|
2.46K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.67K- 23.86% |
$164K - $186K
|
5.33K
$564K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-1.68K- 26.0% |
$165K - $187K
|
4.77K
$505K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-1.76K- 3.33% |
$173K - $196K
|
51K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.78K- 13.23% |
$174K - $198K
|
11.6K
$1.23M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.8K- 70.82% |
$177K - $201K
|
743
$78.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.82K- 6.28% |
$178K - $202K
|
27.1K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.82K- 6.02% |
$179K - $203K
|
28.5K
$3.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.84K- 7.43% |
$181K - $205K
|
22.9K
$2.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.84K- 47.91% |
$181K - $205K
|
2K
$212K
|
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.84K- 6.37% |
$181K - $205K
|
27.1K
$2.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.85K- 38.71% |
$182K - $206K
|
2.94K
$311K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.86K- 32.78% |
$183K - $207K
|
3.82K
$404K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.89K- 50.9% |
$186K - $211K
|
1.83K
$193K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.9K- 43.15% |
$187K - $212K
|
2.51K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.91K- 13.71% |
$188K - $213K
|
12K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.97K- 33.14% |
$193K - $219K
|
3.97K
$420K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 4.87% |
$195K - $221K
|
38.7K
$4.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-2K- 17.86% |
$196K - $222K
|
9.17K
$971K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.01K- 23.15% |
$198K - $224K
|
6.68K
$708K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.04K- 40.06% |
$201K - $227K
|
3.05K
$323K
|
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-2.14K- 31.81% |
$210K - $238K
|
4.58K
$485K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-2.15K- 2.82% |
$211K - $240K
|
74K
$7.84M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.19K- 9.32% |
$215K - $244K
|
21.3K
$2.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.26K- 21.45% |
$223K - $252K
|
8.29K
$878K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.32K- 16.03% |
$228K - $259K
|
12.2K
$1.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.39K- 98.07% |
$235K - $266K
|
47
$4.98K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.4K- 32.31% |
$235K - $267K
|
5.02K
$531K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.4K- 1.3% |
$236K - $267K
|
182K
$19.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-2.48K- 52.64% |
$243K - $276K
|
2.23K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.48K- 4.09% |
$244K - $276K
|
58.1K
$6.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.51K- 9.89% |
$246K - $279K
|
22.8K
$2.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.53K- 35.82% |
$249K - $282K
|
4.53K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-2.58K- 3.38% |
$254K - $287K
|
73.7K
$7.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-2.61K- 2.72% |
$256K - $290K
|
93.3K
$9.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.65K- 48.0% |
$260K - $295K
|
2.87K
$304K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-2.65K- 1.04% |
$260K - $295K
|
251K
$26.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.73K- 20.85% |
$268K - $304K
|
10.3K
$1.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-2.76K- 1.46% |
$271K - $307K
|
186K
$19.7M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-2.76K- 56.1% |
$271K - $307K
|
2.16K
$229K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-2.79K- 12.53% |
$274K - $310K
|
19.5K
$2.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.93K- 10.2% |
$288K - $326K
|
25.8K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.96K- 18.15% |
$291K - $330K
|
13.4K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.1K- 16.44% |
$304K - $345K
|
15.7K
$1.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-3.43K- 14.88% |
$337K - $382K
|
19.6K
$2.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.51K- 12.32% |
$345K - $391K
|
25K
$2.65M
|