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 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.99K+ 5.63% |
$982K - $1.11M
|
187K
$20.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
9.99K+ 19.57% |
$982K - $1.11M
|
61K
$6.54M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
9.9K+ 5.75% |
$973K - $1.1M
|
182K
$19.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9.86KNew |
$969K - $1.1M
|
9.86K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.83K+ 4.4% |
$966K - $1.09M
|
233K
$25M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
9.65K+ 424.03% |
$949K - $1.07M
|
11.9K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.65K+ 472.38% |
$948K - $1.07M
|
11.7K
$1.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.58K+ 14.89% |
$942K - $1.07M
|
74K
$7.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9.5K+ 172.73% |
$934K - $1.06M
|
15K
$1.61M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.47K+ 20.41% |
$931K - $1.05M
|
55.9K
$5.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.44K+ 8.4% |
$927K - $1.05M
|
122K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.43K+ 153.35% |
$927K - $1.05M
|
15.6K
$1.67M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
9.41K+ 13.47% |
$925K - $1.05M
|
79.3K
$8.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
- |
9.27K+ 9.27% |
$911K - $1.03M
|
109K
$11.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9.18K+ 51.73% |
$902K - $1.02M
|
26.9K
$2.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9.14K+ 1268.1% |
$899K - $1.02M
|
9.86K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.93KNew |
$878K - $995K
|
8.93K
$957K
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
8.87KNew |
$872K - $988K
|
8.87K
$950K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
8.76K+ 51.82% |
$861K - $976K
|
25.7K
$2.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
8.75K+ 49.67% |
$859K - $974K
|
26.4K
$2.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
8.7KNew |
$855K - $969K
|
8.7K
$932K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.68K+ 27.71% |
$853K - $967K
|
40K
$4.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.53K+ 18.55% |
$838K - $950K
|
54.5K
$5.84M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.53K+ 18.55% |
$838K - $950K
|
54.5K
$5.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
8.45K+ 2.36% |
$830K - $941K
|
366K
$39.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
8.43KNew |
$828K - $938K
|
8.43K
$902K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.42K+ 342.61% |
$827K - $937K
|
10.9K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
8.42K+ 43.03% |
$827K - $937K
|
28K
$3M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
8.41KNew |
$826K - $936K
|
8.41K
$900K
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
8.39KNew |
$825K - $934K
|
8.39K
$899K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.39K+ 114.67% |
$824K - $934K
|
15.7K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
8.31KNew |
$817K - $925K
|
8.31K
$890K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.15KNew |
$801K - $908K
|
8.15K
$873K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.99K+ 26.84% |
$785K - $890K
|
37.8K
$4.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.97K+ 33.5% |
$783K - $888K
|
31.8K
$3.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Florin Court Capital LLP
|
BUY
|
- |
7.9KNew |
$776K - $880K
|
7.9K
$846K
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
7.9KNew |
$776K - $879K
|
7.9K
$846K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.83K+ 9.51% |
$769K - $872K
|
90.2K
$9.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.54K+ 41.74% |
$741K - $839K
|
25.6K
$2.74M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.12K+ 33.69% |
$699K - $792K
|
28.2K
$3.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
7.05K+ 8.42% |
$693K - $786K
|
90.8K
$9.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.04K+ 57.47% |
$692K - $784K
|
19.3K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
6.82KNew |
$670K - $759K
|
6.82K
$730K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.81K+ 11.9% |
$669K - $758K
|
64K
$6.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
6.79K+ 43.16% |
$667K - $756K
|
22.5K
$2.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
6.67K+ 9.34% |
$655K - $743K
|
78K
$8.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.61KNew |
$650K - $736K
|
6.61K
$708K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
6.57K+ 415.37% |
$645K - $731K
|
8.15K
$873K
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
6.56KNew |
$645K - $731K
|
6.56K
$703K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.53KNew |
$642K - $728K
|
6.53K
$700K
|